Fixed-scope pilot / 14 days
Turn website enquiries into clear, requested callbacks
Replace a generic contact handoff with a guided project enquiry, instant acknowledgement, and a callback workflow your team can act on.
I will reply with whether the workflow is suitable for the pilot.
Or book a 15-min project-fit callThe workflow
One cleaner path from interest to action.
The pilot focuses on the handoff closest to a new enquiry. It does not attempt to rebuild the rest of the business.
01
Capture the useful context
A guided enquiry asks for the project details your team needs before responding, rather than relying on an open message box.
02
Acknowledge it immediately
The prospect receives a clear confirmation, knows what happens next, and can request a suitable callback window.
03
Give the team a usable handoff
The right person receives a structured summary with the contact details, project context, and requested next action.
04
Keep follow-up visible
A simple status view and reminder logic make it clear which enquiries need attention without replacing the current CRM.
Included
- Review of the current website enquiry and callback path
- One guided project enquiry flow
- Instant email acknowledgement
- Requested-callback step with clear consent language
- Structured owner or team notification
- Basic follow-up reminders and status visibility
- Launch testing, documentation, and Loom handover
Not included
- Full website redesign
- CRM replacement or migration
- Paid ads management
- Cold automated calling
- Custom customer portal
- Large bespoke integrations
A good fit
Built for considered enquiries, not commodity checkout.
- 01You sell considered, high-value projects or services
- 02Website enquiries currently arrive as calls, emails, or generic messages
- 03Useful project context is collected manually after the enquiry
- 04The team needs a clearer requested-callback and follow-up process
- 05You want to improve the existing site rather than replace everything
Start with the current enquiry path
See whether this is the right first workflow to fix.
In 15 minutes, we can map how enquiries arrive, what the team needs to know, and what should happen next. If the pilot fits, the scope stays contained.