Enquiry capture & follow-up
Keep the next enquiry moving.
When new enquiries arrive in different places, keeping track can become a job of its own. We can connect the steps from first contact to the next useful action.
A workflow scoped around your tools and how your team replies.
- 01The details find their place.Contact and job information captured together
- 02A useful reply takes shape.An AI assistant prepares a draft
- 03You give it the go-ahead.Review, approve and keep the conversation moving
Does this sound familiar?
You've got the enquiry.
Then comes the admin.
A name in the inbox, details in a spreadsheet, a reminder on someone's list. The handoffs add up.
- 01
Enquiries in more than one place
Work out where they arrive and the information you need to capture.
- 02
The same details copied again
Choose where the record should live and what should be kept in sync.
- 03
Follow-up that relies on memory
Agree useful reminders, ownership and when a person needs to act.
Built around the way you reply.
We'll look at your enquiry sources, the tools involved, how replies are approved and the exceptions that need a person. The agreed scope includes how we'll check the work and hand it over.
Let's talk
What would make
your workday easier?
Tell us what you're trying to improve and the tools you use. We'll work out a sensible next step together.
You don't need to have the technical details worked out.