Enquiries & Follow-ups

Who this is for

Small service businesses receiving enquiries through a website and manually copying them into a spreadsheet or customer system.

What is included

• One standard enquiry form with up to ten fields, linked from or embedded into one existing page.
• Connection to one existing customer system using a supported connector.
• One approved acknowledgement email, one owner notification and one reminder rule.
• One simple view of enquiries awaiting action.
• Five agreed test scenarios, one revision and a 30-minute handover.

How it works

You provide access, the fields you need and your approved wording. We confirm connector compatibility, configure the route and demonstrate it with test enquiries. Target: three to five working days once everything is ready.

What you take away

A working form-to-follow-up process, editable messages and a short guide showing your team how to maintain it.

Price

£395 one-off for the starter scope. 50% at booking and 50% after the acceptance demonstration, before final handover.

When you need a different scope

Custom API development, a new website, historic-data migration, SMS/WhatsApp and bulk campaigns are quoted separately.

Ownership, costs and next step

Start with a short fit call. We confirm the scope, total price, access needed and delivery dates in writing before work begins. Prices are in GBP, excluding VAT where applicable. Software subscriptions, hosting and AI usage are separate and disclosed before you commit. A Hub subscription is only needed if it is the platform you choose. Ongoing support is optional.

You keep the agreed deliverables and editable documentation. Bespoke code transfers after payment, subject to third-party licences; existing platforms remain licensed. We explain any limitations on export or moving providers. Results depend on the process and how the tools are used; no particular savings are guaranteed.

Builds include 30 days of fixes for defects against the agreed scope from handover. New features, third-party outages and platform changes are separate from that cover.

Before we begin

Decide which enquiries belong in this flow and name the person who should see a new request. List the information needed for a useful first response, within the form's ten-field limit. A shorter form is easier to review when each field has a clear purpose and someone knows how to use the answer.

Bring your approved acknowledgement wording, the notification recipient and the condition that should trigger the reminder. Identify the existing page and customer system, and confirm who can authorise access. Connector compatibility is checked before the starter is agreed, so a particular product or route should not be assumed to be supported.

An illustrative walkthrough

Imagine a visitor requesting a quote through an existing website. In this illustrative flow, the form creates the agreed customer-system record, sends the approved acknowledgement and notifies the owner. The waiting-for-action view helps the team see which enquiries still need a response.

The reminder rule should reflect an action the team can recognise, such as a request that has not reached the agreed next stage. During acceptance, use the agreed test scenarios to follow an enquiry from submission through notification and follow-up. An acknowledgement confirms receipt; it should not accidentally promise a quotation, appointment or response your team has not approved.

Using the result

Use the handover to identify who maintains the form, changes message wording and checks the enquiry view. Keep those instructions available when a team member changes role. The editable messages help you maintain the flow without treating every wording change as a new implementation.

This starter covers the defined form-to-follow-up process. If your requirements expand into historic data, extra channels or a replacement website, describe that separately before work begins. Keeping the first scope specific makes the acceptance demonstration more useful: everyone can see which agreed steps are working and which future ideas sit outside the starter.