Flow map
A plain-language map from the first form or e-mail to an owned CRM record, quote or next action.
Enquiry Flow Audit
Find the first break in your enquiry-to-quote flow—without a sales call.
Describe how enquiries arrive and how your team follows them up. We reply in writing with a concise diagnostic: where work waits, what information is missing and which bounded automation is worth testing first.
What you receive
First bottleneck
The earliest hand-off where enquiries wait, lose context or become invisible to the next owner.
Practical first fix
One narrow automation candidate with its inputs, review boundary and expected operating state.
What the report looks like
The report separates observable facts from assumptions. It does not invent a conversion forecast before your own process is measured.
Website forms and shared-inbox messages are handled in different places.
Create one capture ledger before adding scoring or follow-up automation.
A request can be read without receiving a visible owner or next-action date.
Require owner, status and next action when the record is created.
Work type, region and urgency can be extracted from both channels.
Run human-reviewed classification on representative enquiries before automatic routing.
How it works
- You describe the current channels, tools and follow-up path.
- We review the flow against a small set of observable control points.
- You receive a written diagnosis and a recommended first experiment; no meeting or system access is required for the initial review.
A good fit when
- Enquiries arrive through more than one channel.
- CRM or spreadsheet updates depend on memory.
- Quote follow-up has no single visible owner.
- You want a small first automation rather than a platform replacement.
Request the audit
Use real process details, but do not include customer personal data, credentials or confidential documents. We will respond in writing; a sales call is not required.
The written audit is free. Any implementation is optional, separately scoped and agreed.
Request a fit checkQuestions
Is this a software demo?
No. The audit starts with your current process and identifies the first operational break worth fixing.
Do you need access to our systems?
Not for the initial review. A short description of channels, tools, volume and ownership is enough.
Does the report commit us to a project?
No. It is a bounded diagnosis. Any implementation scope and commercial proposal would be a separate decision.
Do we need a sales call?
No. The initial audit and a fixed-scope proposal can be handled in writing. If a later implementation needs a live working session, we will agree that separately.