Inbound enquiry to followed-up proposal
We take off your hands: answering calls and enquiries when the office is busy, passing good ones on, drafting proposals and chasing them to a decision.
You get: a quick reply to every enquiry, good ones passed on with the facts, and draft proposals for a senior person to approve, then chased to a decision.
Get a price for thisOr check first: Are we ready for AI?
The problem
Enquiries come in when we are busy and some never get a reply.
How the steps join up
It starts when: a prospective client phones, emails or fills in the website form.
Answer phone calls out of hours and when the office is busy, and book the next step
Answer and qualify website and phone enquiries quickly, routing good ones to the right person
Draft client and fee proposals from the enquiry and past winning proposals
Your team checks and decides at this step.
Follow up open quotes and record why orders were won or lost
What you end up with: Every enquiry gets a quick answer, good ones reach the right person with the facts, and proposals are drafted and chased until there is a decision.
Who signs it off: A senior person sets the scope and fee and approves every proposal before it goes out.
What it needs to work
- Clear rules for what counts as a good enquiry
- A library of past proposals
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Specialist subcontractors
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?