Structured Q&A Workflow
Set up and manage the structured Q&A workflow. Routing rules, SLAs, escalation paths, and pre-prepared FAQ strategies.
Video tutorial
15 min · Q&A workflow setup
What you'll learn
Replace chaotic email-based Q&A with a structured workflow that accelerates your deal and keeps buyers confident in the process.
- Designing Q&A categories and routing rules
- Setting response SLAs that match your team's capacity
- Building the pre-prepared FAQ for faster first-round answers
- Configuring escalation paths for unanswered questions
- Using Q&A analytics to predict bidder engagement
Step-by-step walkthrough
Why structured Q&A matters
The difference between chaotic email-based Q&A and a structured workflow that accelerates deals.
Configuring Q&A categories and routing
Set up category-based routing so legal questions go to GC, financial to CFO, and technical to CTO automatically.
Setting response SLAs
Configure service-level agreements by question type — 4 hours for simple, 24 hours for complex, 3-5 days for cross-functional.
Building the pre-prepared FAQ
Create the pre-prepared FAQ document with the 30-50 most likely buyer questions and prepared answers before launch.
Escalation paths and notifications
Configure automatic escalation when SLAs are missed. Notifications to deal leads and senior team members.
Buyer-side Q&A submission
How buyers submit questions through the workflow, with document linking and follow-up question support.
Q&A analytics and reporting
Track question volume, response times, and patterns. Identify buyers most engaged with the process.