Capture every enquiry. Keep follow-up moving.
Someone fills in a form. The message lands in an inbox nobody checks. Two days later, you are still asking who replied. We connect your website to a follow-up process so new enquiries reach the right person and the next action is clear.
A good enquiry deserves
a clear response.
Connect the message, the next action and the person responsible so follow-up does not rely on memory.
Leads sit in different places
Forms, email and WhatsApp make it hard to see who needs a reply.
Follow-up depends on memory
A busy day can turn a promising enquiry into a missed opportunity.
You cannot see what happened
Visitors and messages are counted, but the journey to a sale is unclear.
The work
What the work can include.
The proposal defines the final features, deliverables and responsibilities.
Connected enquiry forms
Capture the information your team needs without making the form unnecessarily long.
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Lead routing and notifications
Send enquiries to the agreed owner, with reminders and escalation rules.
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A visible sales pipeline
Track new, contacted, qualified and closed enquiries in an agreed system.
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Useful follow-up automation
Set up acknowledgements and reminders with clear rules for human handover.
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How we work
Help reception turn an unanswered enquiry into an organised conversation.
Work through reception’s inbox
We look at how website, email and WhatsApp enquiries reach the practice. With your team, we define the details needed for an initial response and where appointment or service questions should go.
Give each enquiry an owner
We configure the agreed capture forms, acknowledgements and staff notifications. Follow-up stages show who has replied and what still needs attention, with sensitive questions passed to the appropriate person.
Practise the follow-up at the desk
Staff try sample enquiries, overdue replies and handovers between colleagues. We refine the messages and reminders with them so the workflow supports their conversations with patients.
Questions about lead follow-up.
Clear answers before you decide. Ask us about your situation.
Will the system close sales for us?
It helps your team follow up consistently. Your offer, response quality and sales conversations still decide whether a lead becomes a customer.
What will it cost?
We scope this service around your requirements. Existing retainer plans are listed on the pricing page; custom applications and automation projects need a separate proposal.
Where does AI fit?
We use AI where it can help research, production or a defined workflow. We agree data use, quality checks and approval responsibilities for the project.
Does this replace our team’s conversations?
No. The workflow helps organise incoming enquiries and agreed follow-up steps. Your team still handles the conversations and decisions that need personal attention.
Can follow-up stay personal?
Yes. Automation can help organise enquiries and agreed reminders, while your team handles conversations, exceptions and decisions that need a person.