14-Day Enquiry-to-Quote Pilot

01

Fixed scope summary

• Payment — £475 at the agreed start; £475 after documented acceptance. Third-party software fees are excluded.
• Delivery start — The 14-day delivery window starts once the agreed access, sample enquiries and acceptance rules are available.
• Acceptance — Check agreed field mapping, records, ownership, status, next actions, notifications and review handling against up to 30 customer-supplied historical examples; complete the operating notes and handover.
• Ownership — Your organisation owns the operating accounts and operational data.

02

Fixed pilot fee

The fee covers the fixed scope shown here. Third-party software fees are excluded and out-of-scope requests are priced separately.

03

Delivery window: 14 calendar days

Start conditions

• Agreed access to the selected source and destination
• Representative sample enquiries supplied by your team
• Acceptance rules agreed with the people who handle enquiries

04

What is included

• One enquiry source: one web form or one shared inbox
• One destination: HubSpot or Google Sheets
• Extraction of available contact or company details, enquiry type, work scope, postcode or service area, domestic or commercial context, requested timing, drawings, urgency and preferred contact method
• An owner, status and dated next action on every created record
• A visible human review queue for uncertain or incomplete records
• A basic team notification
• Acceptance testing against up to 30 historical examples supplied by your team
• Short operating and handover documentation
• Customer-owned accounts and operational data

05

What is not included

• A full CRM implementation, replacement or broad historical migration
• Multiple forms or multiple inboxes in the same pilot
• WhatsApp, phone, social media or other channel consolidation
• Outbound sales email campaigns
• Fully automated quote preparation, pricing or commercial decisions
• Custom AI model training
• A website redesign
• Revenue, conversion, quote-win or savings guarantees
• Third-party software licences

06

How the pilot works

1. 01

   Fit and scope

   Confirm one source, one destination, the responsible team and the boundary of the pilot.

2. 02

   Field mapping and acceptance rules

   Agree the information to extract, ownership rules, statuses, next actions and review conditions.

3. 03

   Build and sample tests

   Build in the agreed accounts and compare the workflow with representative examples.

4. 04

   Acceptance test and handover

   Run the agreed acceptance set, resolve in-scope gaps and hand over the operating notes.

07

Acceptance criteria

1. The agreed source creates a record in the agreed destination for every in-scope test enquiry.
2. Available fields are mapped without inventing missing information.
3. Every created record has an owner, status and dated next action, or is placed in the visible review queue.
4. The agreed team notification is produced and uncertain records remain available for human review.
5. Outputs are checked against up to 30 customer-supplied historical examples using the agreed rules.
6. The operating notes and account handover are complete.

08

Payment plan

1. 150% at the start of the agreed pilot
2. 250% after the agreed acceptance test is completed

09

Accounts and data ownership

• The operating accounts and operational data remain customer-owned.
• Access is limited to what the agreed pilot needs and is documented at handover.

10

Your team controls the commercial decision

Uncertain or incomplete records enter a visible human review queue. Available information is captured without inventing missing details. Automated pricing, quote preparation and autonomous quote sending are outside the pilot.

12

Frequently asked questions