FOR ESTABLISHED REMODELLING COMPANIES
THE QUOTE WENT OUT.DID ANYONE FOLLOW UP?
Keep project inquiries, consultations and outstanding quotes organised, with timely follow-up and a clear next step for your team.
A focused, paid implementation for one workflow at one business location.
Example workflow
HOW AN INQUIRY MOVES.
A new project inquiry arrives from your website form and lands in one organised list.
Demo record: New inquiry, kitchen remodel, received 9:15 am
Demo data. This is an example workflow, not a live customer system.
THE PROBLEM
WHERE DOES FOLLOW-UP BREAK DOWN?
Project inquiries arrive in different places.
Your team has to check forms, inboxes and spreadsheets to piece together the conversation.
Everyone assumes someone else replied.
There is no clear owner or next action.
Quotes go out, then go quiet.
Follow-up depends on someone remembering to do it.
You cannot see the outcome.
It is difficult to tell which inquiries became consultations, projects or lost opportunities.
We start by finding the gap in your current process.
WHAT WE SET UP
A CLEAR NEXT STEP FOR EVERY INQUIRY
Inquiry capture
Bring inquiries from agreed website forms into one organised place.
Immediate acknowledgement
Let the customer know their inquiry has arrived and what to expect next.
Staff routing
Assign the inquiry to the agreed person or team.
Booking and reminders
Support consultation scheduling and agreed reminders.
Quote follow-up
Set up a follow-up sequence with clear stop conditions when a customer replies, declines or books.
Outcome tracking
Record response times, bookings and sales outcomes where the required data is available.
The pilot includes the components agreed for one selected workflow. It is not an unlimited implementation of every feature.
Your team handles sales conversations, pricing and closing. We set up the process that supports them.
We do not promise compatibility with every platform. Existing tools and integration requirements are reviewed before scope is confirmed.
THE PROCESS
START WITH ONE WORKFLOW
Review the gap
We review how inquiries and quotes are currently handled and agree what to improve.
Agree the scope
We confirm the workflow, systems, responsibilities, measures and delivery window before work begins.
Set up and test
We configure the agreed process, test it and show your team how to use it.
Review the results
We compare agreed measures with the starting position and discuss whether ongoing support is useful.
Implementation begins once the required access, information and approvals are received.
INVESTMENT
PAID PILOT: US$2,500 - US$5,000
A focused implementation for one workflow at one business location. Your fixed quote depends on the systems involved and the agreed scope.
- One agreed workflow
- One business location
- Starting-point measurement
- Configuration and testing
- Team handover
- A review of the agreed measures
This is the implementation fee. Third-party software and messaging costs are quoted separately where required.
Ongoing monitoring, maintenance and improvements can be quoted separately after the pilot.
We are accepting applications for an initial group of three paid pilots.
FIT CHECK
IS THIS RIGHT FOR YOUR BUSINESS?
A GOOD FIT
- You already receive inquiries and send quotes.
- Your team can handle the sales conversations.
- Follow-up is inconsistent or difficult to track.
- You can provide access to the agreed systems.
- You are willing to measure the starting position and results.
LESS SUITABLE
- Your main need is generating your first inquiries.
- You want someone to handle all sales calls.
- You want guaranteed revenue.
- You need several locations or unrelated workflows included in one pilot.
MEASUREMENT
MEASURE WHAT CHANGES
- Time to first acknowledgement.
- Time to first staff response.
- Inquiries with an assigned owner.
- Consultations booked and attended.
- Quotes followed up.
- Recorded won and lost outcomes.
Automated acknowledgements are tracked separately from human responses.
Measures depend on your systems and available data. A change in sales does not automatically mean the workflow caused it.
APPLY
TELL US WHERE FOLLOW-UP GETS STUCK
Share a few details so we can assess whether a focused pilot is suitable.
QUESTIONS
FREQUENTLY ASKED QUESTIONS.
GIVE YOUR TEAM A FOLLOW-UP PROCESS THEY CAN USE.
Start with one workflow, a defined scope and clear measures.