A new terrace
Name, contact details and the job
Receive the enquiry
Details move on from the form.
Less repetition.More clarity.
Connect the steps you repeat. From enquiries and appointments to messages and follow-up.
From enquiry to a clear overview.
Three steps. One connected workflow.
New enquiry
Awaiting your review
Create the task
The description comes with it. No copying from your inbox.
Thank you for your enquiry.
You will be contacted about the work.
Confirm receipt
The agreed message is sent on receipt.
Receive the enquiry
Example with fictional details
Start where the work repeats.
Enquiries
A customer writes
The task is created
Bookings and appointments
A time is agreed
The reminder is sent
Follow-up
The job is finished
The message is prepared
Data between systems
A detail changes
The change follows through
Automate the repetition. Keep the judgement.
The routine steps
- Record
- Send
- Update
Your decisions
Assess the job, agree the next steps and handle exceptions.
If a simpler manual process meets the need, that is the right approach.
From workflow to working solution.
Clarify
Task and price agreedReview the tools, remove unnecessary steps and agree scope and price.
Connect
A checked workflowBuild the connections and check errors and missing details too.
Hand over
Clear access and responsibilitiesGet access and documentation. Agree who responds to errors and maintains the solution.
Before you get started.
Do our current tools need replacing?
Not necessarily. The possibilities for connecting your current tools are checked first.
Can automation connect to the website?
Yes. Enquiries, booking and follow-up can be agreed as an extension to the website.
What does a solution cost?
The price depends on the workflow and the systems to connect. Any ongoing costs are clarified in advance.