Automated enquiry follow-up
A conceptual example of how new enquiries, ownership, reminders and status can be organised in one process.
Situation
A service business receives enquiries through several channels. The team copies data between tools, assigns owners manually and discovers missing follow-ups too late.
Objective
Create one central record, automate repetitive handovers and make every opportunity’s status visible.
An example in use
A website enquiry is recorded and assigned. Its owner receives a notification, records the next step and uses the dashboard to find what is still pending.
Process, initial implementation and indicators
An initial implementation
We could start with one form, a shared register and an owner with a next action. We would test the workflow with sample enquiries before connecting every channel.
How the solution would work
How it would be measured
Exact measures are agreed using a real baseline and observation period.
- Time from enquiry to first action
- Opportunities without an owner
- Manual tasks per opportunity
- Real workflow adoption by the team
Bring the same rigour to your case.
In the free 30-minute initial call, we will compare this example with your actual process, discuss differences and consider what would make sense to test first If there is a fit, we will agree on the next step and a possible scope before preparing a proposal.
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