Enquiry capture
You start with
Website enquiry or incoming email
We prepare
A tidy record and assigned next action
Human check · A person reviews unusual or incomplete requests
← All the roles we support
A sales assistant’s recurring workGood enquiries deserve
Good enquiries deserve
a clear next step.
We organise the follow-up work around your salespeople: capturing enquiries, preparing useful replies and keeping quotes from disappearing into an inbox.
One ongoing service. Priorities agreed across the business.Q
Quote #1042 · switchboard upgradeSent five days ago. No reply recorded.
↗
Check the follow-up rulesConfirm status before preparing a message.
WORK PRODUCT↗
Follow-up draft
Prepared for reviewHi Alex, did you have any questions about the switchboard upgrade quote?
Source: quote #1042 + approved service details
✓
Salesperson approves the messagePrice and scope checked.
✉
Approved message sentCustomer record updated.
↗
Next action recordedWait for a reply before following up again.
Find the next action
Check the quote status, the customer’s last message and your follow-up rules.
The work behind the roleUseful jobs.
Useful jobs.
Clear outputs.
These are examples of work we can scope with you. We connect the tools and information you already use, then agree what is automated and what needs review.
Quote follow-up
You start with
Open quotes and agreed timing
We prepare
Prepared messages and reminders
Human check · You control pricing, negotiation and sending rules
Meeting preparation
You start with
Customer notes and previous correspondence
We prepare
A concise brief before a sales conversation
Human check · Your salesperson checks the important details
Pipeline housekeeping
You start with
Agreed sales stages and task records
We prepare
Updated tasks and an exceptions list
Human check · Your team confirms deal status
Start with a real jobAn electrical contractor.
An electrical contractor.
A practical first workflow.
Starting point: Switchboard quote · 5 days old.
Useful result: A follow-up ready for the salesperson.
Check the quote status, the customer’s last message and your follow-up rules. Your salesperson reviews the message. Once approved, send it and record the next action.
What we need from you
- Your quote and follow-up process
- Approved pricing and service information
- Permission to access the relevant sales records
What we can measure together
Quotes followed up, response handling time, tasks completed and fewer overdue next actions.
A person stays responsibleClear boundaries.
Clear boundaries.
Useful support.
Your salespeople own relationships, negotiation and closing. We do not promise sales volume or send unapproved outreach.
Your AI team handles setup, testing and maintenance. Your team helps define the work and reviews the decisions that need their judgement.
Help in the other parts of your businessThe same AI team.
The same AI team.
More places to help.
Included in an agreed cross-business scope
From A$4,400/month.
No GST charged. We prioritise the jobs together, including tool usage and review points, before you start.