This is an illustrative concept showing how we would approach a typical scenario. It is not a client engagement and no results are claimed.
The scenario
A typical scenario: a growing service business receives enquiries through its website, email and social channels. Each is copied into a spreadsheet or CRM by hand, and response times vary.
The challenge
Respond faster and more consistently without losing the personal touch, while keeping enquiry data accurate and handled appropriately.
Approach
- Map every entry point, the information each enquiry needs, and who should respond.
- Standardise capture with validated forms and a single integration point into the CRM.
- Route enquiries by service and urgency, with an acknowledgement sent immediately.
- Optionally use AI to summarise free-text requirements for the team, always with human review.
- Measure response time and conversion before and after, and adjust the rules.
Deliverables
- Process map and automation specification
- Form and CRM integration
- Routing rules and notification templates
- Monitoring, error alerts and a manual fallback
Outcomes
This is an illustrative concept, not a client engagement, so no results are claimed.