Inbound enquiry qualification
Every enquiry is read, sorted and passed to the right person.
Prospects contacted sooner.
See the exampleB2B services
Automation for B2B service businesses
Handle inbound enquiries faster, follow up on proposals without thinking about it, and free your consultants from admin work.
Enquiry received
Qualification and enrichment
Reply and slot offered
CRM updated
Follow-up scheduled
What we can automate
Qualify requests
Inbound enquiry qualification and first reply. Company research and data enrichment.
Move proposals forward
Proposal preparation from your templates. Proposal follow-ups that stop as soon as a client replies.
Track every interaction
CRM updates after every interaction. Meeting notes and follow-up tasks.
Explore the examples
Document generation from templates
Contracts, quotes and letters are produced from your templates.
Documents drafted faster, ready to review.
See the exampleCRM cleanup and reliability
Duplicate and incomplete contact records are spotted and fixed.
A more reliable customer list.
See the exampleMeeting notes and follow-up tasks
After each meeting, notes and tasks are drafted for you.
Decisions that actually get followed up.
See the example
What you gain
Much shorter first-response time
No forgotten proposals
Consultants focused on billable work
Clean, usable client history
You stay in control
- Pricing and contractual commitments stay under human approval
- Confidential client data moves with least-privilege access
- A poorly defined process must be clarified before it is automated
Works with your tools
- HubSpot
- Pipedrive
- Gmail
- Outlook
- Slack
- Notion
- Airtable
- Xero
What's possible depends on your tools and the access available.
Going further
More possibilities for your business (4)
- Structured client onboarding and information collection
- Pipeline and workload reporting
- Invoice preparation from delivered work
- Document assistant across your procedures and contracts
Common problems
- Inbound enquiries wait until a consultant is available
- Sent proposals are not followed up consistently
- The CRM is only updated after meetings, if at all
- Meeting notes and client onboarding take hours
- Invoicing depends on information spread across several tools
How to measure progress
To measure for your business, not guaranteed results.
- Average first-response time
- Share of qualified enquiries
- Number of proposals followed up
- Administrative hours per week
Frequently asked questions
Where should we start?
Usually with inbound enquiry handling and proposal follow-ups: quick impact, limited complexity.
A process you'd like to move forward?
Tell us about it: we'll look at what can be automated for you.