Service 02
From enquiry to offer,
on its own.
When quotes follow the same rules every time, a person should not have to type them. I automate the path from incoming enquiry to sent offer and follow-up, and your team steps in only where judgement is needed.
Talk about your case →The problem
Enquiries arrive by email, form and phone. Someone reads them, looks up prices, builds the offer, sends it and, if there is time, follows up. Every step is simple, but together they cost hours and good leads cool down while they wait.
What you get
- Enquiries read and sorted: requests from mail and forms are captured and structured
- Offers drafted from your rules: prices, options and conditions applied automatically
- Human check where it matters: unusual cases land with a person, standard cases go straight out
- Follow-ups that happen: reminders and second emails go out on schedule
How we work together
- 01
Map the path
We write down how an enquiry becomes an offer today.
- 02
Agree the rules
What can run on its own, and what always needs a person.
- 03
Build and test
The automation runs alongside your team until it is reliable.
- 04
Switch on and watch
Live, with a clear overview of every offer in progress.
A good fit if
- You get many similar enquiries and answer them one by one
- Offers go out days after the request
- Follow-ups depend on someone remembering them
Questions
Will customers notice it is automated?
Only in how fast they hear back. Offers use your texts and your layout, and anything unusual goes to a person first.
What if a case does not fit the rules?
It is flagged and handed to your team with everything already filled in. Nothing is sent that should not be.
Do we need a CRM for this?
It helps, but it is not required. If you want one built around your process, see your own CRM.
Sounds like your situation? Tell me about it.
Get in touch