We connect capture, assignment and follow-up to reduce leads left without an answer. If there is no CRM, we choose one around your process.
Run the audit on your siteLet’s talk about CRM & follow-upAn enquiry saved is not yet an enquiry handled. You need to know who follows it, which information is missing and what the next action is, even when the team changes shift.
The phases describe the usual order in which these elements are approached, not a calendar. “What we start from” lists what is needed on your side: where a piece does not exist yet — a page, a content, a flow, a tool — producing it enters the scope of the work. Times and costs are defined in the brief: there is no price on this page. To see what the structure of your site says today, the free audit reads any public URL: no payment, no account.
Forms and channels connected, normalised data and rules for recognising duplicate contacts.
Distribution criteria, the owner of the contact and an alternative when they are not available.
Agreed reminders and sequences, with stop conditions when the customer replies.
States and reports for identifying stalled contacts, response times and opportunities.
An enquiry that arrives has to have an owner and a next action. In AUTOMATE this work holds three moments together: entry (where an enquiry arrives and with what information), assignment (who answers, and who when the first person is not available), follow-up (what happens if nobody answers). It leans on FIND — that is where enquiries are born — and on GROW for the outcomes. If the site, the form or the booking flow do not exist yet, getting them to a precise place enters the scope of this work: it is not a separate project.
Dependence on OTA, repetitive questions and multilingual enquiries require a coherent path between the site and the management of the booking.
Listings on several channels and incomplete enquiries make it hard to tell curiosity apart from real intent.
Several people involved, long evaluations and quotation requests require memory and continuity.
Catalogues, bookings and distributed information can lengthen the time between interest and appointment.
Does every contact have an owner and a next action? Rebuild how enquiries arrive, how they are assigned and how they are answered. Connect the CRM only after you have defined what happens to a normal, an incomplete or a duplicate enquiry.
The site is missing, or the booking flow, or the CRM: where do you start? You start from the journey that has to work, not from the tool. Define which pieces are needed and in what order, and we produce them: a site with its content, a booking or enquiry flow, the tool that holds your contacts. What already exists gets connected.
These are the situations described in Where to start, in the same shape in which you choose them: not a classification of sectors, but the point where you begin.
Access to the CRM you already use, the stages of the commercial process and assignment rules. If there is no CRM yet, choosing the tool and setting it up enter the scope. We define together who receives the communications and under which conditions.
We test a new enquiry, a duplicate, a customer reply and a CRM error. Every contact must have a state, an owner and a next action.
You do not need to change CRM: first we check the APIs and features of the tool you already use. A technical connection is not a commercial sequence — sequence, recipients and sending criteria are defined in the project and are not included by default. We do not promise a reduction in response times with a number we have not measured. And no commercial automation holds if nobody in your team is responsible for the enquiries left without a follow-up: the first thing to agree is who.
Not necessarily. First we check the APIs and features of the tool you already use.
The sequence, the recipients and the sending criteria are defined in the project. A connection to the CRM on its own does not make a commercial sequence.