Solution
Lead capture and qualification
Enquiries from every channel land in one structured place, with the fields your team needs — and are sorted so the ones worth a call are visible immediately.
The problem
Leads arrive in five places and are stored in none of them consistently. Some are in a phone, some in an inbox, some on paper. Nobody can answer how many enquiries came in last month, and the enquiry worth the most is treated exactly like the one asking whether you are open on Sunday.
What it looks like day to day
- No single list of who enquired, when, and about what
- Enquiries stored differently depending on who received them
- The team spending its time on the least serious enquiries because they arrived first
- No reliable answer to which channel actually produces customers
Lead capture and qualification
What we implement
A capture layer under every channel, and a qualification layer on top of it.
One structured record per enquiry
The same fields regardless of whether the enquiry came from a form, a chat, a DM, or a phone call.
Qualifying questions built into the conversation
The agent or form asks what actually distinguishes a serious enquiry in your business — budget, timing, location, service type — rather than a generic set.
Classification rules you define
The scoring logic is written down and agreed with you, so you can explain why a lead was marked the way it was and change it later.
Routing to the right person
High-intent enquiries reach whoever should handle them, immediately, through whatever notification channel they actually watch.
Source tracking
Each enquiry carries where it came from, so the question of which channel is worth spending on has an answer.
How it runs
One path, whichever channel the enquiry arrives on.
- 1
An enquiry arrives on any channel
Form, chat, WhatsApp, Instagram, phone, or email.
- 2
The required details are collected
If something needed is missing, the agent or form asks for it before the enquiry is filed.
- 3
A record is created
Structured fields, a timestamp, the source, and the full conversation attached.
Requires a CRM, spreadsheet, or database to write into.
- 4
Classification runs
Your rules assign a category or score — ready to buy, needs nurturing, out of scope, spam.
- 5
It is routed and notified
The right person is alerted for the leads that need a person; the rest enter an automated sequence.
What it needs from you
Qualification rules cannot be invented for you — they encode your judgement.
- A decision on what makes an enquiry worth a call in your business
- The fields you need on every lead, agreed before build
- A destination system with the right permissions
- Named owners for each routing outcome, and the channel they actually watch
- Access to the channels you want captured
What to expect
Visibility first; better prioritisation follows from it.
- One list containing every enquiry, from every channel
- Serious enquiries surfaced ahead of routine ones
- A defensible answer to how many enquiries arrived and what happened to them
- Channel performance you can compare rather than guess at
- New team members able to pick up a conversation without asking around
Other solution areas
These are usually designed together rather than one at a time.
AI customer agents
Text and voice agents that answer at any hour, in the customer's language, and hand over cleanly.
CRM and customer data workflows
Records created and updated by real events, so the CRM reflects the business without manual re-typing.
Automated sales follow-up
Quotes chased, appointments confirmed, and quiet leads re-contacted — on a schedule that runs itself.