Services / Lead follow-up
Keep the next reply visible.
Follow up with care.
For small teams that receive enquiries by web form, email or phone and need a clear owner for the next reply.
Book a free 15-minute systems checkWho this helps
A familiar snag.
A practical fix.
For small teams that receive enquiries by web form, email or phone and need a clear owner for the next reply.
Typical problems
- A new enquiry sits in a shared inbox without an owner.
- A quote is sent, but nobody records when to check back.
- Staff copy the same details between email, a sheet and a CRM.
The work
Check the path.
Repair what matters.
- Map the current sources and agree what information matters.
- Set up a shared list with an owner, status and next action.
- Add an approved acknowledgement or reminder where the tools support it. A person reviews and sends follow-up messages.
What you receive
- Agreed enquiry sources recorded in one place.
- A clear owner, status and next action for the agreed workflow.
- Tested examples, a short handover guide and the agreed fix period.
Timing and price
Agreed in writing.
From £250.
A focused setup is usually completed within 5 to 10 working days once access, message wording and test examples are ready. The exact dates are in the written quote.
Projects start at £250. I check the tools and agree a fixed scope, price and timing in writing before starting. Nothing is due up front and there is no deposit. Bigger work is split into phases that you approve one at a time. Each job or phase is invoiced in full when you approve it, and payment is due within 3 days. Software costs are separate.
See Lead follow-up starter and its working demonstration
See common problems and how a fix worksA useful detail
Before
we start.
Will the system send marketing messages by itself?
No marketing campaign is included. Any acknowledgement or reminder is agreed in the written scope, and a person reviews important follow-up before it is sent.
How do we confirm the scope?
We look at the current steps, access, likely exceptions and test approach. You receive a fixed quote before work starts, and can choose whether to proceed.
One clear next step
Show me where
the route gets stuck.
Start with a free 15-minute systems check. I will review the request and agree a time with you.
Book a free 15-minute systems check