Discovery
Map the current enquiry process and agree the baseline and success measures.
Enquiry management pilot for B2B service businesses
The Enquiry-to-Appointment Pilot.
A focused project to make incoming enquiries easier to capture, understand and follow up.
- Investment
- £1,250 Plus VAT if applicable
- Delivery target
- 15 days Business days after access, scope and copy are approved
- After acceptance
- 14 days Calendar days of defect correction, plus one revision round
01 / WHAT IS INCLUDED
Nine parts.
One working workflow.
From mapping your current process
to a tested, documented handover.
Capture
Connect one existing enquiry source to one supported CRM.
Data quality
Agree field mapping, basic validation and duplicate handling.
Qualification support
Generate an enquiry summary and suggested qualification for human review.
Ownership
Apply one agreed assignment path and create the next follow-up task.
Communication
Send an approved acknowledgement and prepare response drafts for review.
Reporting
Provide a basic view of enquiry status and available response-time data.
Reliability
Add failure alerts, documented retry behaviour and a manual fallback.
Handover
Test the workflow, provide operating instructions and hold one handover call.
PILOT INVESTMENT
FIXED PRICE£1,250
Plus VAT if applicable.
- Proposed payment terms: 50% to schedule, 50% on acceptance
- Delivery target: 15 business days after access, scope and copy are approved
- Client dependencies may extend the schedule
- Software subscriptions, hosting and usage charges are separate and agreed before work begins
02 / WHAT IS OUTSIDE THE PILOT
Clear about
what it is not.
These require separate scope and pricing:
- Website redevelopment
- Ongoing SEO or ad management
- Advertising spend
- CRM migration
- Historic data cleanup
- Bulk prospecting
- WhatsApp and SMS
- Voice systems
- Multiple brands or pipelines
- Complex custom integrations
The pilot improves how existing enquiries are handled. Lead volume, appointment numbers and sales uplift are not guaranteed.
03 / HOW WE WORK
Clear scope.
Measured results.
The pilot follows the same five steps
as every Joinify project.
Assess
Understand the commercial problem, current process and tools.
Scope
Agree deliverables, responsibilities, costs and acceptance criteria.
Build and test
Implement the workflow and validate normal, duplicate and failure cases.
Launch and hand over
Confirm live operation, train the owner and document the process.
Review
Compare results with the baseline and agree any further improvements.
✳
Measured against an agreed baseline.
We measure response time, follow-up completion, manual effort and progression towards booked appointments. Revenue attribution depends on the quality and availability of CRM data.
04 / QUESTIONS
Before you
book a call.
Short answers about cost, timing
and what the pilot covers.
What does the pilot cost?+
£1,250, plus VAT if applicable. Software subscriptions, hosting and usage charges are separate and agreed before work begins.
How is payment structured?+
The proposed payment terms are 50% to schedule and 50% on acceptance.
How long does it take?+
The delivery target is 15 business days after access, scope and copy are approved. Client dependencies may extend the schedule.
Where does AI fit in?+
AI is applied to defined tasks: generating an enquiry summary and suggested qualification, and preparing response drafts. Each of these is for human review.
Will it bring us more leads?+
The pilot improves how existing enquiries are handled. Lead volume, appointment numbers and sales uplift are not guaranteed.
What happens if something fails?+
The pilot includes failure alerts, documented retry behaviour and a manual fallback, so an enquiry is not dependent on one connection working.
What support is included after launch?+
One revision round and 14 calendar days of defect correction after acceptance. Optional ongoing support starts at £399 a month under a separate agreement.
How will we know it worked?+
We agree a baseline and success measures in discovery, then measure response time, follow-up completion, manual effort and progression towards booked appointments.
NEXT STEP
Book a 20-minute
assessment call.
We will discuss where enquiries come from, what happens after they arrive, which tools are involved and whether a pilot or custom project is the right starting point.
AI TAKES THE ADMIN. YOU TAKE THE CONVERSATIONS.