Lead capture and routing
Enquiries from the agreed sources assigned to the right place or person in your CRM.
Automation services
Lead & customer follow-up
Give every enquiry a clear next step.
Enquiries are easy to lose when they arrive in different places. I bring them into a shared process with reply messages, reminders, and clear points for your sales team to take over.
Scope of work
What your project can include.
Your proposal confirms what you will receive, what I need from you, and how we will review the work. We choose from the areas below to suit your business.
Acknowledgements and reminders
Approved messages and internal reminders triggered by the enquiry status and agreed timing.
Sales handover
Alerts with useful context when a lead replies, asks a question, or reaches a handover point.
Status and stopping rules
Checks to stop inappropriate follow-ups after a reply, opt-out, or change in the customer record.
How the work runs
A clear plan, with time to review.
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Step 01
Map the enquiry journey
We identify lead sources, response ownership, message permissions, and the stages of follow-up.
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Step 02
Connect and write
I connect the tools and prepare message templates for you to review.
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Step 03
Test the handovers
We test replies, duplicate enquiries, opt-outs, and alerts before switching on the flow.
Questions
Before we start.
Can this work with WhatsApp?
Yes, where your account and provider support the required business messaging features. Provider access and charges are checked during scoping.
Will it stop when a customer responds?
We design stopping and handover rules around the reply information your connected tools make available.
Do we need a CRM first?
Not always. We can start with an existing system or a simple shared record, depending on your enquiry volume and workflow.
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View service detailsStart a conversation
Tell me what you want to improve.
Tell me what you need help with, what you use today, and any deadline. I will suggest a next step and outline the work and cost for you to review.