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
Quote & enquiry follow-up
Make sure a good enquiry has a next step after the quote goes out.
Planned for 2027. You can explore the proposed service or join the launch list.
THE WORK WE CAN TAKE ON
What this service covers
- Define follow-up stages and timing.
- Prepare approved check-in messages.
- Stop reminders when a customer responds, declines or opts out.
- Keep the quote status and next action visible.
ILLUSTRATIVE WORKFLOW · NOT A CLIENT CASE STUDY
A practical example
A trades business has sent a quote and heard nothing back.
The quote enters an agreed follow-up stage.
A scheduled check-in asks whether the customer has questions.
A reply stops the sequence and creates a task for the quote owner.
Fewer enquiries forgotten between quotation and decision.
CLEAR RESPONSIBILITIES
What we agree first
Discounts, price changes and contractual commitments need your approval. We agree the contact basis, stopping rules and workload before activation.
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.