Know what needs attention.
Bring enquiries from the agreed source into your customer records, with a clear owner, status, and next action.
Enquiry handling & sales follow-up
Keep good enquiries moving. Cut the sales admin.
When someone gets in touch, the next step should be clear—not buried in an inbox or dependent on someone remembering to follow up.
Get Automated connects your enquiry capture, customer records, and follow-up process. We help your business organise incoming opportunities, prepare responses, and keep the right conversations moving.
AI helps prepare the work. Your people stay in control.
Start with a no-obligation fit review. Detailed discovery and implementation are scoped separately.
The problem
The enquiry arrived. What happens next?
Someone needs to read it, find the relevant information, decide who should respond, write a useful reply, update the records, and remember to follow up.
When those steps are spread across inboxes, spreadsheets, calendars, and people, it can become difficult to see what needs attention.
Perhaps your team responds quickly but spends too much time preparing each reply. Perhaps follow-up is inconsistent. Or perhaps everything depends on the person who already has the most to do.
We help turn those disconnected steps into a process your business can manage.
The outcome
Less chasing information.
More useful conversations.
Prepare responses with less repetitive work.
Use AI to summarise the enquiry, highlight missing information, and draft a response using your approved business information.
Make follow-up more consistent.
Create reminders and agreed follow-up steps so opportunities do not depend solely on someone remembering them.
Arrive at meetings with the right context.
Carry the relevant enquiry details into the scheduling and discovery process, reducing repeated questions and manual preparation.
The aim is not to automate every interaction. It is to remove unnecessary work around the interactions that matter.
The service
A connected enquiry-to-meeting process
Our flagship service brings together the steps between an incoming sales enquiry and a qualified conversation.
- 01Capture
- 02Organise
- 03Prepare
- 04Review
- 05Follow up
- 06Meet
We start with a clearly defined workflow and connect the systems needed to support it. Depending on the agreed scope, this can include your website form or shared inbox, customer records, email, and scheduling tools.
You receive a working process, agreed approval rules, tested exception handling, and documentation explaining how to use it—and what to do when something needs human attention.
This is not a requirement to replace all your software. We assess what your existing tools can support before recommending anything new.
Human control
Automate the preparation—not your judgement.
Some actions are straightforward: record an enquiry, assign an owner, create a reminder, or send an approved acknowledgement.
Others deserve a person’s attention.
AI-drafted replies are reviewed before sending. Qualification decisions, pricing, commitments, and sensitive cases remain with your team.
We agree those boundaries before implementation, so it is clear what the system can do, what requires approval, and when someone needs to intervene.
Who it is for
Built for businesses that already have enquiries to manage.
This service is a good fit when you have an established offering and a recurring sales process, but handling enquiries takes more effort than it should.
You might be a consultancy, agency, recruitment business, training provider, or another service company. The important question is not your industry label—it is whether there is a worthwhile process to improve.
It is particularly relevant when a founder or small team is juggling sales alongside delivery, and the next action is not always visible.
Looking primarily for more enquiries? This service focuses on handling existing interest more effectively. Advertising, outbound prospecting, and lead generation are separate challenges.
How it works
Start with the process.
Build what is useful.
- 01
Tell us what happens today
Describe how enquiries reach your business, where the information goes, and which steps are frustrating or time-consuming.
We review the fit and arrange a short discussion where useful.
- 02
Agree the problem and scope
Where deeper discovery is needed, we map the process, identify the bottlenecks, and define a practical implementation.
You receive a clear proposal covering the work, responsibilities, costs, delivery plan, and how the result will be assessed.
- 03
Build and test
We configure the agreed workflow, connect the necessary tools, and test both normal cases and exceptions with you.
Customer-facing wording and approval rules are reviewed before the workflow goes live.
- 04
Launch and hand over
We explain how the workflow operates, how to handle exceptions, and how to make use of the resulting information.
Optional ongoing support can cover agreed monitoring, maintenance, and improvements.
Delivery approach
Direct collaboration. Clear boundaries. A practical handover.
Get Automated is founder-led. You work directly with the person responsible for understanding the process and delivering the implementation.
We favour a defined, useful first project over an open-ended transformation programme. That means agreeing what is included, identifying dependencies early, and making sure your team understands the finished workflow.
Where a simpler configuration can solve the problem, that is worth considering before adding more technology.
Investment
A defined project, with costs agreed before implementation.
The right scope depends on your process, the systems involved, and the amount of discovery required.
Following the initial fit review, we explain whether a paid diagnostic is needed and provide a proposal for the appropriate next step.
Implementation and optional ongoing support are quoted separately. Any required software subscriptions or usage charges are identified as part of the proposal.
You should understand what you are buying—and what is outside the scope—before work begins.
Frequently asked questions
A few useful details.
Do we need a CRM?
Not necessarily. We start by reviewing how you currently record and manage enquiries.
That may mean working with an existing CRM, another suitable system, or recommending a practical change. We confirm what is appropriate before committing to the implementation.
Will AI send messages to customers without approval?
AI-drafted customer replies require review before sending.
Agreed template messages, such as acknowledgements or certain reminders, can be automated where appropriate. We define those permissions with you in advance.
What happens when information is missing or something fails?
The workflow should make those cases visible and direct them to an assigned person.
We include agreed exception handling and a manual fallback so that an incomplete or failed action is not simply treated as finished.
How long does implementation take?
The schedule depends on the scope, the systems involved, access requirements, and approval availability.
We agree a delivery plan in the proposal rather than promise a fixed turnaround before understanding the work.
How will we know whether it is helping?
We agree a small set of measures before implementation. These may include response time, follow-up completion, administrative effort, and the number of suitable enquiries progressing to meetings.
The aim is a measurable process improvement. More sales may follow, but sales results also depend on factors beyond the automation.
Can you support the workflow after launch?
Yes. Optional support can cover agreed monitoring, maintenance, and a defined allowance for improvements.
Coverage, response expectations, and change limits are specified in the support agreement.
Broader capabilities
A different process slowing your business down?
Enquiry handling and follow-up are our starting point—not the limit of what we can explore.
Get Automated also considers custom projects involving workflow integration, document processing, customer operations, reporting, and access to internal information.
Tell us the business outcome you are looking for. We will assess whether automation is a suitable approach and scope any work separately.
Discuss another automation challengeLet’s talk
Let’s make the next step clearer.
Tell us how enquiries reach your business, what happens after they arrive, and where the process becomes difficult to manage.
We will review whether this service is a suitable fit and explain the appropriate next step.
Review your enquiry processAn initial fit review carries no obligation to proceed.
Tell us about your enquiry process
Please describe the process without including customer records, passwords, or confidential information.