The enquiry arrives. The next step is already clear.
We connect your website and everyday business tools so enquiries reach the right person, job details are recorded and agreed follow-ups happen on time. Start with one repetitive task and keep your team in control.
Talk about your projectSpend less time moving the same information.
A documented workflow that reduces repeated admin, with clear ownership and a manual route when something needs attention.
The work we can include
- 01Review of your current enquiry workflow
- 02Form-to-CRM or inbox connections
- 03Lead assignment and team notifications
- 04Agreed follow-up and booking reminders
- 05Failure alerts and manual handover
- 06Workflow testing, documentation and training
Integrations depend on your tools and their access rules. Software fees, maintenance and data handling are agreed before the build. Customer messages need the appropriate permission.
Agree the scope.
Then get to work.
We start with your business and the problem you want to solve. You receive a written proposal with deliverables, costs, responsibilities and review points.
See plans & scopeYour questions,
answered.
Do we need to replace our current tools?
Not necessarily. We check what your current software supports before suggesting a change. Connections, access and subscription costs are part of the proposal.
Will automation send messages without our approval?
The rules, message content and permissions are agreed with you first. We define where a person should review or take over.
What happens if a connection fails?
We agree error alerts, a manual fallback and responsibility for ongoing checks. Your handover explains how the workflow runs and how to stop or change it.
Make the next
step clearer.
Tell us what you do, where you work and what needs to change.