Enquiry-to-Appointment Pilot
Make incoming enquiries easier to capture, understand and follow up.
- One enquiry source, one supported CRM
- Summary and suggested qualification for review
- Delivery target: 15 business days
Four ways to join up
marketing and sales.
We combine marketing expertise with practical automation, connecting the tools your business already uses and applying AI to defined tasks such as summarising enquiries and preparing response drafts.
Improve how prospective clients find your business and take the next step.
Services can include:
Each engagement has a defined audience, conversion objective and reporting plan.
Discuss lead generation and conversion ↗Each engagement has a defined audience, conversion objective and reporting plan.
Connect campaign activity, audience data and follow-up so relevant marketing continues without repetitive manual work.
Projects can include:
Marketing automation focuses on campaign delivery, nurturing and the transition to sales. Scope includes the required copy, data permissions, platform capabilities and human approvals. Full nurture programmes and multi-channel campaign implementation are quoted separately from the pilot.
Discuss marketing automation ↗RUNNING IN THE BACKGROUND
Campaign delivery, nurturing and the transition to sales, with human approvals.
Create a consistent process from first enquiry to the next sales action.
Projects can include:
Prospect research and outbound workflow support can be scoped separately where data sources and contact requirements are suitable.
Discuss sales automation ↗From first enquiry to the next sales action.
Connect the systems your team uses and remove repetitive administration.
Examples include:
Each project begins with a feasibility review covering the process, integrations, data access, expected benefit and maintenance needs. Scope and pricing are agreed before implementation.
Discuss custom automation projects ↗EXAMPLE PROJECTS
Scope and pricing are agreed before implementation.
Additional projects follow discovery,
with scope and pricing agreed first.
Make incoming enquiries easier to capture, understand and follow up.
For buyers with a different defined need.
Optional, under a separate agreement.
Ongoing support excludes third-party usage, major changes and 24/7 incident response. Software subscriptions, hosting and usage charges are separate and agreed before work begins.
A marketing-led approach connects workflow decisions to lead quality, conversion and business outcomes. Practical automation supports your team with clear ownership, useful reporting and appropriate review of AI-assisted outputs.
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.