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 check

Who 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 works

A 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