Capture
The prospect provides an event date, venue, service interest and budget range.
HOW WE WORK
A clear plan before
another tool.
The goal is a process your team can use. We agree the problem, the responsibilities and the finish line before building.
01 / DISCOVERY
Understand the real bottleneck.
We look at how someone finds you and what happens between their first inquiry and your next sales conversation.
- Review your offer, service area and inquiry sources
- Map the current process and software
- Identify who replies, what details are missing and where follow-up stalls
You leave this phase with: A defined starting problem and a suggested priority.
02 / SCOPE
Agree what will be built.
A useful proposal makes both the deliverables and the boundaries visible.
- Confirm pages, fields, pipeline stages and specific workflows
- Separate agency fees from third-party software and ad spend
- Agree required access, approvals, timing and handover
You leave this phase with: A written scope with responsibilities and acceptance checks.
03 / BUILD
Configure, then test real scenarios.
We build against the agreed process and show you how it behaves before launch.
- Use a test or preview environment where supported
- Check valid submissions, invalid fields and duplicate handling
- Check replies, opt-outs and failed integrations when included
- Review mobile usability and approved message copy
You leave this phase with: A reviewable implementation and a list of resolved or outstanding checks.
04 / HANDOVER
Make the next day easier.
Your team should know where a new inquiry goes and what they need to do with it.
- Walk through the day-to-day workflow
- Document access ownership, settings and maintenance responsibilities
- Agree ongoing support or a clear project close
You leave this phase with: An operating guide and an agreed support arrangement.
EXAMPLE WORKFLOW — NOT A CLIENT CASE STUDY
What one inquiry could look like.
Organize
A contact enters the pipeline and a team member receives the next action.
Respond
An approved acknowledgment explains what happens next.
Follow through
Your team reviews availability and the quote; follow-up stops when appropriate.
Exact behavior depends on your connected tools and the agreed scope. A form submission is not a confirmed booking.
What we will need from you.
Your business details
Service area, core services, pricing approach, capacity and the kind of inquiry you want.
Your approved materials
Logo, portfolio images you have permission to use, offer details and message approvals.
The right access
Role-based access to the relevant accounts where available. Keep ownership and billing under your control.
YOUR NEXT STEP
Before you spend more on ads,
look at what happens after the click.
Request a free review of your inquiry journey. Get a clear starting point for improving your landing page, lead handling and follow-up.
Get my free inquiry-process review ↗No obligation to hire us. No booking guarantees.