Use case
Not every enquiry is an order, but every one costs attention. Automating the first qualification does not win new customers - it stops you losing time to the wrong ones.
The entry point with the least risk
The difference
A person does itThe system does it
How it runs today
How it would run with us
What it gets you
Where it does not fit
Where the first contact is itself the selling point - services that need explaining and rest on a personal bond - automation does more harm than good.
More specific
The process is sector-independent, the fit is not. These pages show the systems, the formats and the rules that actually apply there.
Where the service needs explaining, the first contact is part of the sale. So what gets automated is the preparation, not the conversation.
ViewIn the trades you lose orders to silence, not to rejection. Reply within the hour and you beat the firm that calls back the next day.
ViewIn construction, even reviewing an enquiry costs money. The pre-selection is therefore the process with the best ratio of effort to effect.
View2 to 4 weeks - the entry point with the least effort. Building it is usually the shorter half - the time goes into access, coordination and test cases.
The criteria that make an enquiry a fit for you - roughly is enough, we sharpen them together. Access to the form and the mailbox, and to the calendar as well if appointments are to be suggested. A decision on which replies may go out without a person looking at them. Nothing more is needed to start.
From verifiable criteria agreed before the build: Across 100 real enquiries the "fit / not a fit" assessment agrees with yours in at least 90 %. No enquiry goes unanswered for longer than one working day. Rejections give a reason and sound like your firm, not like a machine.
Follow-up questions and suggested appointments run independently. Rejections and anything touching price go past a person - a wrongly declined enquiry does not come back.
Where the first contact is itself the selling point - services that need explaining and rest on a personal bond - automation does more harm than good.
In our experience particularly Trades, Professional services, Construction & building services. The process itself is sector-independent, though - what matters is whether it repeats.
You tell us where your time goes. We put it in writing: what is worth automating, and roughly what that costs.
