Enquiry routing
Send each enquiry to the right person or inbox.
07.4 / AI / AUTOMATION
Workflow & lead automation.
Less admin. Fewer missed leads.
Workflow automation for small businesses: route website enquiries to the right person, log leads in one place, send instant notifications and remove repetitive copy-and-paste tasks between your tools.
Talk about workflow & lead automationWHAT’S INCLUDED
Inside
workflow & lead automation.
Lead logging
Capture every form submission in a sheet or CRM.
Instant notifications
Email, WhatsApp or team alerts for new leads.
Follow-up tasks
Automatic reminders so no enquiry is forgotten.
Simple reporting
A clear view of where enquiries come from.
Tool connections
Linking your website, forms, calendar and CRM.
HOW THE WORK TAKES SHAPE
Planned carefully.
Launched with care.
Tools, messages, responsibilities and timing are agreed in your proposal.
- 01
Understand your process
Review your current tools, messages and where time or enquiries are lost.
- 02
Build with approved content
Set up the automation using wording and rules you have signed off.
- 03
Test, launch, refine
Test with your team, go live and adjust based on real use.
QUESTIONS
Clear answers.
No surprises.
Any third-party software subscriptions and messaging costs are itemised separately in your proposal.
Which tools can you connect?
It depends on what your tools allow. We review your current setup and confirm what is possible before work begins.
Who owns the automations?
You do. We document what was built and agree any ongoing support in your proposal.
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good things happen.
Start a conversationPractical automation for a business that deserves more time back.