USRA Solution family
Lead and enquiry operations: from first message to quote readiness.
We design the path every enquiry takes — recorded once, assigned to a person, given a dated next action and tracked until your team is ready to quote.
Who it is for
Owner-managers, sales or estimating leads and service coordinators at specialist contractors, technical service firms and other B2B teams that quote.
When it becomes a problem
- Replies are late or missed because enquiries are split across an inbox, a form, phone notes and a CRM.
- Nobody can answer “what happened to this enquiry?” without searching.
- Quote follow-up depends on one person remembering.
What the team needs to know
- Did every enquiry actually arrive and get recorded?
- Who owns it, and what is missing before it can be assessed?
- What is the next action, and when is it due?
- Which enquiries became quotes, and which stalled?
How the workflow runs
- 01Capture from web form, shared inbox or webhook
- 02Durable record with a stable ID; duplicates detected
- 03AI-assisted classification and missing-field check
- 04Owner, status and dated next action by agreed rules
- 05Notify the owner; write to the agreed CRM or sheet (for example HubSpot or Google Sheets) once the mapping is tested
- 06Uncertain records held in a visible review queue
- 07Quote readiness tracked until the team takes over
Who does what
AI assists
Classifies the request type, extracts the details supplied, flags what is missing and drafts a short summary and suggested next action. It can abstain when unsure.
People decide
Your team assesses technically, prices, quotes and decides fit, and resolves anything in the review queue.
Typical deliverables
- Intake endpoint with idempotent records
- Owner, status and next-action rules
- Integration with the agreed destination, tested against your API access and field mapping
- Review queue for uncertain records
- Acceptance tests from your historical examples
- Short handover documentation
How to start
14-Day Enquiry-to-Quote Pilot
One web form or one shared inbox · HubSpot or Google Sheets
See the fixed 14-day pilot →Start fixed, or start scoped
The fixed 14-day Enquiry-to-Quote Pilot covers one source and one destination at a published price. Wider workflows — several sources, systems or teams — start with a process review and a written scope.
Discuss a workflow →Focused workflows in this family
Lead intake automation service: one source, one owned record. →
A £950, 14-day lead intake pilot for contractors and technical service teams. One form or inbox into HubSpot or Google Sheets, with human review.
HubSpot enquiry automation from forms, inboxes and spreadsheets. →
Move web form, shared inbox or spreadsheet enquiries into HubSpot contacts, deals and notes, with controlled owner assignment and a visible next action.
Website form to HubSpot implementation service. →
Website form to HubSpot implementation: supplied fields, agreed duplicate handling, owner, status and next action. £950 fixed pilot with human review.
Shared inbox to HubSpot implementation service. →
A £950 shared inbox to HubSpot pilot: distinguish requests from replies, create the agreed record and keep an owner, next action and human review visible.
Lead routing implementation in HubSpot or Google Sheets. →
Route incoming quote enquiries to an agreed owner, status and dated next action. A fixed £950 pilot in HubSpot or Google Sheets with human review.
Contractor enquiry intake that gives estimators usable context. →
A bounded lead intake pilot for specialist contractors and technical field service. Capture supplied project context, owner and next action for £950.
Evidence
DEF Menkul (client): production website with structured project-enquiry intake and an internal review workflow.
Our own website intake: every enquiry is stored as a durable record before any notification or integration runs.