/ Respond faster
Handle and answer enquiries.
Form submissions, incoming orders, callback requests. Incoming enquiry e-mails too, if you want to include them. We classify, qualify and prepare draft replies. You approve, and the enquiry is answered before it moves on to the next provider.
When enquiries sit unanswered because nobody gets round to sorting them.
/ Extract data
Capture documents, file them, fill templates.
Receipts, invoices, cost estimates, contracts. The data moves from the PDF into your system. Templates get filled in, unusual items get flagged. You only see what genuinely needs a decision.
When data is copied from PDFs into your system by hand, week after week.
/ Follow up
Send appointment reminders, follow up with contacts.
Recall e-mails, appointment confirmations, check-ins with prospects. Personally worded, tied to the contact you've already had. Nothing that looks like a newsletter.
When recall lists and payment reminders live in your head instead of your calendar.
/ Win customers back
Get back in touch with dormant contacts.
Former patients, quiet clients and customers who went silent after a project ended. Each contact gets their own draft that refers back to their history with you.
When a full CRM gathers dust between enquiries.
/ Get the full picture
Situation reports and status overviews.
Weekly figures, client status, pipeline overview. Numbers from several systems, in one report. Automatically, when you need it, not when someone finds time to pull it together.
When your numbers are scattered across several tools.