Inquiry management
A clearer way to keep track of who has contacted your business and what they need.
All services
Lead Follow-Up & Automation
Keep every inquiry moving.
Make it easier to manage inquiries and turn interest into a conversation. We’ll talk through the right approach for your business on a call.
Lead Follow-Up & Automation
A clearer next step for every inquiry.
Who it’s for
For businesses that receive inquiries but need a simpler way to organize them and keep track of the next conversation.
What’s included
A clear picture of the work.
Here’s what we can help with. Your proposal confirms the exact scope.
Customer follow-up
Agree on a practical approach to staying in touch with interested customers.
Appointment support
Make the next step toward a conversation or appointment easier for your customers.
Available with Grow and Grow Faster. We confirm the tools and level of support on a call; email, SMS, and complex workflows are not assumed to be included.
Before we start
Define the handoff before adding automation.
- What to bring
- Show how inquiries arrive, who responds, which tools hold the customer record and how appointments are booked. Use anonymized examples when sharing customer information.
- Plans and pricing
- Inquiry management, customer follow-up and appointment support are available with Grow and Grow Faster. The call establishes what support fits your existing process.
- Scope boundaries
- Automatic email, SMS, AI replies, provider integrations and complex workflows are not assumed to be included. Compatibility, account access and any provider fees need separate confirmation.
- Team responsibilities
- Identify the person who owns each inquiry, how exceptions are handled and who confirms a booking. Agree on access, customer permissions, training and ongoing support in the scope.
Getting started
Let’s start with your business.
- 01
Share how you work
Tell us how inquiries arrive and how your team handles them today.
- 02
Keep the setup simple
Agree on the help you need and the tools that fit your business.
- 03
Start with a clear plan
Review the agreed setup together so your team knows what to do next.
A few helpful answers.
Do I need a complicated automation setup?
No. We start with your needs and explain the options on a call. We only move forward with a setup you understand and approve.
Can we use our existing tools?
We will review what you already use. Any changes or integrations depend on compatibility and are agreed before work begins.
Talk it through
Find the right next step.
Tell us what you need. We’ll explain the options on a call.