A useful enquiry brief
Ask the few questions that help your team respond: service, location where relevant, priorities and timing. Avoid collecting information you do not need.
02 / Sales systems
Every good enquiry.
A clear next step.
Connect enquiry capture, qualification, your CRM and follow-up so opportunities arrive with context and someone responsible for them.
Discuss this system
01Capture enquiry02Qualify & route03Prepare follow-up04Track the outcome
Make the everyday
work better.
A new enquiry lands in an inbox. Someone copies it into a spreadsheet. The next step depends on memory. A sales system makes the handover visible and repeatable.
What we can build
A useful system,
from start to finish.
The final scope names the tools, actions, output limits and review points.
A clear pipeline
Define stages that match your real sales process. Every open opportunity has an owner, status and next action.
Qualification and routing
Apply agreed rules to assign enquiries and flag missing details. AI can summarise context; your team makes judgement calls that need experience.
Follow-up preparation
Draft relevant replies from approved service and pricing information. Agree which routine acknowledgements can be sent automatically.
Proposal preparation
Assemble a first draft from an approved scope and template. Prices, commitments and contracts remain subject to a responsible person’s approval.
Outcome reporting
See response time, open opportunities, next actions and recorded won/lost reasons. Keep the reporting understandable enough to use weekly.
Example, not a client result
How it could work.
A property-maintenance business receives an enquiry for a planned refurbishment. The system records the brief, assigns an owner, prepares a relevant reply and creates a follow-up task. The team checks the scope before quoting.
What we measure
Track first response time, overdue next actions, qualified enquiries and enquiry-to-proposal conversion. Compare against a real baseline, not an assumed uplift.
What we need from you
A defined offer, access to your existing CRM or an agreed new one, and a person responsible for responding.
How pricing works
This is sales-process support. It does not guarantee leads, make pricing decisions independently or replace professional review of agreements. Build costs, software and ongoing support are confirmed in writing.
Before we begin
A few questions.
Can you use our current CRM?
We assess its available integrations and permissions first. The written scope names the tools, fields and actions that will be connected.
Is this cold outreach?
No. This page focuses on handling inbound and existing opportunities. Prospecting and outbound campaigns are scoped separately.
Your next project
Make one workflow
work harder for you.
Tell us what you do today and where it slows down. We’ll help scope a practical sales system.
Let’s talk about itScope & investment
What your budget covers.
Sales system
From £1,499 + £199/month optional support
One CRM pipeline, one enquiry source, 3 stages of follow-up, one proposal handover and up to 2 tool connections.
CRM licenses, historical data cleanup and sales labour separate. Support: monthly check and up to 2 hours of maintenance.
Starting prices apply to the stated scope. All figures are in GBP. Your written proposal confirms the total and any applicable tax before you commit. Advertising spend, platform subscriptions, domains and usage fees are separate. Optional support is a separate choice.
Compare all service prices