Convert
Keep enquiries and quotes moving.
Know who needs a reply, which quotes are outstanding and what needs to happen next.
Sound familiar?
Enquiries arrive by email, phone and website. Quotes are sent, but follow up depends on remembering who to chase. A simple shared view can make the work easier to manage.
How I can help
- Bring enquiries into one agreed place.
- Record the next action, who owns it and when it is due.
- Make quote follow up easier to keep on top of.
- Use useful reminders and message templates without losing the personal touch.
Illustrative example
For a trades business, an enquiry might move through a site visit, quotation, follow up and confirmed job. Each step has a clear owner and next action.
What happens next
I can work with existing tools or help choose a suitable Customer Relationship Management (CRM) system. The process, setup, data transfer and training are agreed as part of the project.
A clear project can start directly. If you need help deciding what to tackle, the £950 Business & Digital Review combines one agreed process with a standard website health assessment. No VAT.
Ways to work togetherTell me what is getting in the way.
You do not need a technical brief. Start with the problem.