Service businesses losing leads after enquiry
Productised service
Stop losing enquiries after they contact you.
A 7-day setup that captures, replies to, tracks, and chases new leads automatically, so opportunities don't disappear into inboxes, DMs, and forgotten follow-ups.
7 days
£950
Working follow-up system
Problem / pain
Most leads are not lost because the business is bad.
They are lost because follow-up depends on busy people remembering to reply, update, chase, and check multiple inboxes.
Enquiries are scattered
Leads arrive through forms, email, DMs, WhatsApp, phone, and ads with no single place to track them.
Replies are too slow
Warm leads cool down while someone finds the time to respond properly.
Follow-up depends on memory
Quotes and enquiries are easy to forget once the first reply has been sent.
No clear pipeline
It is hard to see which leads are new, open, chased, won, or lost.
What you get
A simple system for handling every new enquiry.
Built to make the follow-up process clearer, faster, and harder to forget.
Lead-flow review
A quick map of how enquiries currently arrive and where they can slip through.
Lead tracker
A lightweight CRM board or tracker for new, open, chased, won, and lost leads.
Lead capture
One primary enquiry source connected into the tracker.
Instant acknowledgement
An approved reply template so customers know their enquiry was received.
Follow-up reminders
Tasks, reminders, or chase prompts so leads do not go cold.
Handover Loom
A clear walkthrough showing how the system works.
How it works
A short sprint with a clear handover.
01
Map the current enquiry flow
We identify where leads come from and what happens after they arrive.
02
Design the follow-up system
We decide what should be captured, replied to, tracked, and chased.
03
Build the tracker and automations
The agreed flow is set up using lightweight tools.
04
Test the full journey
A sample enquiry is run through the full system.
05
Handover
You receive a Loom walkthrough and simple operating notes.
Before / after
What changes once the work is in place.
Before
A lead submits a form, sends an email, or DMs. It lands in an inbox. Someone replies when they have time. Follow-up depends on memory.
After
The lead is captured, acknowledged, tracked, assigned, and chased through a simple automated system.
Designed to stay focused
Designed to stay focused.
This is not a full CRM migration, website redesign, sales training programme, or custom software build. It is a fixed setup for one clear lead follow-up flow.
Full CRM migrationFull website redesignPaid ads setupComplex custom softwareUnlimited lead sourcesOngoing maintenance unless separately agreed
Pricing
Clear fixed-scope pricing for one well-defined outcome.
Fixed 7-day setup
From £950A focused scope, clear handover, and an async-first starting point.
Lead-flow review
Lightweight tracker
One primary lead source
Instant acknowledgement
Follow-up reminders
Handover Loom
FAQ
Questions that usually come up before we start.
Do I need a CRM?
Not necessarily. The starter version can use a lightweight tracker such as Airtable, Google Sheets, Trello, or HubSpot free.
Will AI talk to my customers?
Only if agreed. The default setup uses approved templates and clear rules, not uncontrolled AI replies.
What if leads come from Instagram or WhatsApp?
It depends on the account setup and tooling. If direct automation is limited, the system can still track, remind, and support manual steps.
What happens if something breaks?
The system is tested before handover. Ongoing monitoring can be added as a monthly support option.
Next step
Stop letting warm enquiries go cold.
Get a quick review of where leads might be slipping through and what a simple follow-up system could look like.