CRM & follow-up
Keeping enquiries organised and followed up, working with the tools you already have where that makes sense.
What it includes
Enquiries arrive but are hard to track or follow up. We look at your setup first, then say what we would and would not change.
- Enquiry capture
- Pipeline organisation
- Follow-up tasks
- Appropriate integrations
Where this work stands
This part of our work is still being developed and tested on our own business, so we assess each situation before quoting.
We will not describe advanced automation as proven or ready to switch on, and we do not offer an answering or receptionist service.
How we deliver it
What we do, then what you receive, for this service. The same four steps apply to every service.
- 1
Discover
Find the right problem
What we do
Map where enquiries arrive, who handles them and where follow-up slips.
What you receive
A written map of the workflow we would set up, and what we would leave alone.
- 2
Build
Put the solution in place
What we do
Configure the enquiry capture, pipeline stages and follow-up tasks you agreed.
What you receive
A working setup you can try, checked against what we agreed.
- 3
Climb
Put it to use
What we do
Test the workflow with real examples, then hand it over and explain it.
What you receive
A working setup, clear responsibilities and a short guide.
- 4
Ascend
Learn what to improve
What we do
Review how the workflow is being used and recommend what to change.
What you receive
An agreed review, or a separately scoped improvement plan.
Ongoing support and optimisation are separate. They are included only if they are written into the agreed scope.
Straight answers
Do I have to replace my CRM?
No. We work with the tools you already use where that is practical. We look at your setup first, then say what we would and would not change.
What does follow-up cover?
Enquiry capture, pipeline organisation, follow-up tasks and appropriate integrations.
Is this ready?
This part of our work is still being developed and tested on our own business, so we assess each situation before quoting.
What if enquiries arrive in many places?
That is the usual starting point. We map where they land and where they get lost before suggesting anything.
Will you message my customers?
Only in ways agreed with you first. Nothing is sent on your behalf without your approval.