Sales & follow-up
Lead capture & qualification
Turn an incoming enquiry into information your team can act on.
Explore this servicePlanned for 2027
Sales & follow-up
Appointment booking & reminders
Move from an interested customer to a properly prepared appointment.
Planned for 2027. You can explore the proposed service or join the launch list.
THE WORK WE CAN TAKE ON
What this service covers
- Agree appointment types, duration and booking rules.
- Check availability in a compatible calendar.
- Collect the information needed before the visit.
- Send confirmations and handle rescheduling requests.
ILLUSTRATIVE WORKFLOW · NOT A CLIENT CASE STUDY
A practical example
A customer wants a site survey for a new gate.
The request includes location, access notes and the type of gate.
A suitable slot is offered under your travel and diary rules.
Confirmation and an agreed reminder are sent; changes update the same booking.
Less back-and-forth and fewer appointments missing essential details.
CLEAR RESPONSIBILITIES
What we agree first
Travel time, staff availability, cancellation rules and confirmation authority must be defined. Complex scheduling needs a separate assessment.
Your proposal identifies who does the work, what needs your approval and how exceptions are handled. Specialist services are not automatically included in an Office plan’s allowance.
CONNECTED SERVICES
Useful alongside this
Sales & follow-up
Quote & enquiry follow-up
Make sure a good enquiry has a next step after the quote goes out.
Explore this servicePlanned for 2027
START WITH ONE USEFUL CHANGE
Tell us what keeps taking your time.
This service is planned for 2027. Join the launch list to hear when it becomes available. Website projects are open now.