DEMONSTRATION · IN DEVELOPMENT
You’re busy helping a customer move.
Another enquiry arrives.
See the enquiry system we’re developing for our client, Flying Scotsman Removals: from a website enquiry to a response, a customer record and a clear action for the business.
The AI analysis, CRM connection, responses and automated follow ups still need to be built and tested. This walkthrough uses fictional enquiry details to explain the intended process.
EXPLORE THE PROPOSED WORKFLOW
One enquiry.
Less manual handling.
Open each stage to see the intended action and an illustrative example. No enquiry is submitted and no automation runs on this page.
Capture the enquiry
A customer uses the website form to describe their move. The agreed fields provide the starting information.
Fictional website enquiry
“We’re moving from a three-bedroom house in Norwich to Ipswich. We may need help packing. The date is still to be confirmed.”
No real customer details are used.
Analyse the requirements with AI
AI will organise the information and highlight what is missing. Unclear details will be flagged rather than guessed.
Proposed AI summary
- Move
- Three-bedroom house · Norwich to Ipswich
- Additional help
- Packing may be required
- Still to confirm
- Moving date, access at both properties and packing requirements
Create or update the CRM record
The planned integration will store the enquiry in the CRM and record the opportunity, its current stage and what needs to happen next.
Illustrative customer record
- Opportunity
- House move · Norwich to Ipswich
- Status
- Awaiting information
- Next action
- Review requirements and request missing details
This is a static example. No CRM record is created here.
Acknowledge and prepare a response
An approved message will confirm that the enquiry has arrived. A draft reply asking for any missing details will be prepared for the team to review.
Example acknowledgement
“Thank you for your moving enquiry. The team will review your requirements and get back to you about the next step.”
Draft for review: ask about the moving date, access at both properties and the packing help needed. No quotation or availability is promised.
Show your team what needs attention
The responsible person will receive the enquiry summary, a link to the customer record and the action that needs their attention.
Illustrative team notification
Moving enquiry needs review
Check the summary and missing details, then review the customer response. Decide whether a survey is needed before quoting.
The team can see the status of customer enquiries and outstanding actions.
Manage follow ups and reminders
Agreed rules will prompt the next action when information or a quotation response is outstanding. Follow ups will stop when the customer replies, declines or moves to the next stage.
Planned follow up rules
- Waiting for details: send an agreed reminder.
- Quote awaiting a response: flag or send the agreed follow up.
- Customer responds, declines or progresses: stop or update the sequence.
Timing and messages will be agreed with the business.
A NARRATED DEMONSTRATION IS PLANNED
Watch the workflow in action
once it is ready.
Simon will explain the customer experience and the team’s next actions in a video after the workflow has been built and tested.
For now, this is a demonstration plan. It is not a completed customer case study and no performance results are claimed.
Discuss your enquiry processLET’S TALK ABOUT YOUR BUSINESS
Where could your business
work better?
A free 20 minute conversation with Simon about managing enquiries, following up quotations and reducing repetitive admin.
Arrange a free call