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
Sales & follow-up
Lead capture & qualification
Turn an incoming enquiry into information your team can act on.
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 the questions that distinguish a suitable enquiry.
- Connect forms and approved incoming channels.
- Record location, service, timing and missing details.
- Assign the next action and owner.
ILLUSTRATIVE WORKFLOW · NOT A CLIENT CASE STUDY
A practical example
A landscaping enquiry arrives without a location or description of the work.
The workflow asks for the missing details using approved wording.
The response is checked against the services and areas you cover.
A suitable enquiry is assigned for a quote; an unclear one goes to a person.
A better prepared first conversation and less repeated information gathering.
CLEAR RESPONSIBILITIES
What we agree first
Qualification follows your criteria. It does not guarantee a sale or make credit, eligibility or other consequential decisions on your behalf.
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
Appointment booking & reminders
Move from an interested customer to a properly prepared appointment.
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.