A new enquiry.
A clear
next step.
Capture leads, keep the CRM current and make follow-up easier to manage. Give your team a clear view of who needs attention.
Talk about your sales processSupport the conversation. Keep your team in control.Let’s talk
about a project.
Collect the useful details and check for a matching CRM record.
Illustrative example · The workflow is scoped around your tools.Interest needs somewhere to go.
An enquiry in an inbox is easy to lose between a busy day and an overdue CRM update. Make the next action visible, with an owner attached.
A clear job.
A useful result.
Start with one enquiry source and the handoff to your sales team. Define a useful record and what should happen next.
- 01
Lead capture & qualification
Collect the right details, check for duplicates and route enquiries using agreed business rules.
- 02
Follow-up & booking
Prepare or schedule agreed follow-ups and connect meeting booking to the right owner.
- 03
Pipeline tracking
Keep stages, activity and next actions visible so the team can see what needs attention.
Your team keeps
the judgement.
Follow-up rules, contact permissions and stop conditions must be agreed. We do not promise more leads or sales from automation alone.
Understand it.
Build it. Test it.
- 01
Follow a real enquiry
Map where leads arrive, which details matter and who should own the next action.
- 02
Agree the rules
Define duplicates, qualification, follow-up timing and the points that need human judgement.
- 03
Make the next step visible
Test assignment, CRM updates, booking and stop conditions before switching on the workflow.
Good starting point: Enquiries already arrive, but assignment, CRM updates or follow-up depend on someone remembering.
Worth asking.
Does this replace our sales team?
It supports the work around the conversation: capturing details, updating records and keeping next actions visible. Your team owns the relationship and decisions.
Can we keep our CRM?
We start with the CRM you use and check its connections, data structure and permissions. Cleaning up records may be a separate piece of work if the data needs attention.
Will it send unwanted follow-ups?
We agree the audience, permissions, timing and stop conditions. Replies, opt-outs and owner actions must be considered in the workflow before automated messages are enabled.
What would you
like to make easier?
Bring a task, a process or an idea. We’ll help work out a sensible place to start.
Talk about your sales processNo technical brief needed.