The agent confirms any viewing. Read the UroPanama patient enquiry case study
Workflows for service businesses
Make the nextstep clear.
When someone gets in touch, your team should have the details they need to reply. We connect enquiries, appointment requests and follow-up so those details stay with the request.
Search / Outreach / Enquiries / Appointments / Follow-up
For your customers and your team
From discovery to follow-through.
01Find the right service
Help people understand what you offer and how to get in touch.
02Keep the useful details
Keep the details your team needs to pick up the conversation.
03Make the next step clear
Make it clear who is handling the request and what happens next.
Illustrative example
A property enquiry, step by step.
Follow the request from the buyer’s first question to the agent’s reply.
Explore by industry
Your business.
Your workflow.
Five services. One workflow.
01Search and visibility+
Help people find and understand your services.
- What we work on
- Your existing pages, service information and contact routes, organised so people and search services can understand what you offer.
- What this helps your team do
- Give people enough information to decide whether you can help.
02Targeted outreach+
Reach suitable audiences with messages your team approves.
- What we work on
- An agreed audience, relevant messages and follow-up rules that stop when someone replies or opts out.
- What this helps your team do
- Continue interested replies with the research and conversation history in one place.
03Enquiry handling+
Answer routine questions and collect useful details.
- What we work on
- A website assistant that answers from approved information, asks relevant questions and passes requests to your team.
- What this helps your team do
- Let your team focus on the questions that need their attention.
04Routing and appointments+
Give each request an owner and a clear next step.
- What we work on
- Staff assignment rules, appointment requests, supported calendars and a record of confirmed arrangements.
- What this helps your team do
- See who is responsible, what is confirmed and what still needs attention.
05Follow-up and reporting+
Know what needs a reply, a reminder or a decision.
- What we work on
- Agreed reminders, follow-up messages, stopping rules and a shared record of what happened.
- What this helps your team do
- Follow up consistently and see where the process needs improving.
From understanding to implementation
Understand it. Build it. Test it.
Step 01
Understand the current journey
We follow a recent enquiry with your team to see where the work gets stuck.
Start with the part that needs attention.
Step 02
Design the route together
We agree what to ask, where the details go and when your team steps in.
Make the responsibilities clear before we build.
Step 03
Build, test and hand over
We connect the tools, test the requests you handle and show your team how it works.
Agree the checks for launch and who looks after the workflow.
Book a conversation
Show us the process you want to improve.
Your finished workflow
What you receive.
A connected workflow
Your agreed tools and steps work together so the enquiry carries the details your team needs.
Clear handoffs
Your team knows who handles each request and when someone needs to step in.
A team ready to use it
Your team gets a tested workflow and practical guidance for running it.
Every build follows an agreed scope. Tools, connections, testing, handover and any ongoing support are confirmed before work starts.
Workflow scope
Choose your capacity.
Start, Grow and Scale all include the same five services and website chat. Choose the capacity your team needs.
Start
For a straightforward enquiry process, with one staff assignment rule and one calendar.
Grow
For more enquiries and coordination, with three assignment rules and two calendars.
Scale
For higher enquiry volumes and more routes, with six assignment rules and three calendars.
| Your allowances | StartFor a straightforward enquiry process, with one staff assignment rule and one calendar. | GrowFor more enquiries and coordination, with three assignment rules and two calendars. | ScaleFor higher enquiry volumes and more routes, with six assignment rules and three calendars. |
|---|---|---|---|
| Existing website pages under management | 6 | 15 | 30 |
| Suitable outreach contacts per month | 100 | 200 | 300 |
| Incoming qualifying conversations per month | 100 | 300 | 750 |
| Rules for assigning enquiries to staff | 1 | 3 | 6 |
| Connected calendars | 1 | 2 | 3 |
| Follow-up sequences | 1 | 3 | 6 |
Allowances are shared across the workflow. Website builds, WhatsApp and inbound voice reception are scoped separately. Capacity is not a promise of enquiries or sales.
Book a conversation
We’ll help you work out which scope fits.
Questions and answers
Before you choose.
Can we start with one service?+
Yes. Start with one part that needs attention. A complete workflow connects all five services when the wider journey needs work.
Will this work with our existing tools?+
We check your tools and the available connections before agreeing the scope. Any additional integration work is quoted separately.
What does our team need to provide?+
A named owner, access to the agreed tools, approved service information and the staff who will review enquiries. We confirm the full input list before work starts.
What happens after launch?+
We agree who monitors the workflow, handles exceptions and makes updates as part of the scope.
How is the implementation scoped?+
We review your process, tools, access and responsibilities before agreeing the work and timing. Additional work is scoped separately.
Your workflow assessment
A useful place
to start.
Bring one part of your workflow that gets stuck. We’ll agree what to review in the first free call, then walk through three findings and a proposed customer journey in a separate, free 30-minute call.
Book a conversationYour next step
Book a conversation.
Choose a time with Carolina to talk through your workflow.
01 / The conversation
A free 30-minute call with Carolina.
30 minutesVideo callEnglish or Spanish
02 / Your preferred day
Choose a preferred day
Choose a day to see times in Calendly. Your booking is confirmed there.
03 / Your starting point
Have a defined project? Prepare a brief you can copy or download.
A defined piece of work
Your proposal brief.
Prepare a brief to copy or download. Nothing is sent automatically.
