Keep the next step moving.
An enquiry arrives. A customer signs up. A document needs approval. We connect the tools and actions that follow, so routine work progresses and people know when their attention is needed.
Scope and price agreed before the build. The first conversation is free.
What happens after an enquiry arrives?
The details reach your CRM. An owner is assigned. The customer receives an acknowledgement. A follow-up task appears with the right context. If the enquiry needs review, it goes to a person before the next action.
This is one example of the workflows we can build around your sales process and existing tools.
Example enquiry workflow
- Enquiry arrives
- Details reach the CRM
- Owner assigned
- Needs review?
YesReviewed by a person first
- NoStraight on
- Acknowledgement sent
- Follow-up task with context
Keep marketing connected to the customer record
- Welcome new customers
- Connect signup, account information and onboarding messages so the next communication reflects what the customer has already done.
- Follow up with context
- Use enquiry details, interests and sales stages to organise follow-up. Define when a sequence should pause, end or hand over to a person.
- Understand which activity leads somewhere
- Connect forms, campaign information and CRM outcomes so you can trace how enquiries progress. Communications follow the consent and channel rules relevant to the workflow.
Leave room for exceptions
Approvals, missing information and failed connections need a route too. We specify who is notified, what can be retried and which actions require a decision.
That same approach applies to internal work such as document collection, invoice approvals, status updates and recurring reports.
Start with one complete workflow
We define its trigger, actions, exceptions and completion point, then agree the tools and connections required. The scope includes how you will check it is working and manage changes after handover.
We first check what your current tools can already do. Where an additional service is needed, its subscription and usage costs are set out alongside the implementation cost.
Which follow-up keeps landing back on your desk?
Tell us where it begins, where it needs to end and which tools are involved.
Scope and price agreed before the build. The first conversation is free.