Good enquiries, missing context
Your team starts every conversation by chasing the same details.
Flagship solution / Sales & client systemsFrom first contact
From first contact
to a clearer
client journey.
A website should give enquiries somewhere useful to go. We connect the experience and workflows that capture information, qualify opportunities, route them to your team, and prepare new clients for delivery.
For service businesses, consultancies, and agencies with an enquiry-to-client process.
FROM INTEREST TO INTRODUCTIONEverything has a next step.
Enquiries 01
NSNorth Studio
Website + client intake
New brief receivedReady to qualifyQualified 01
FCField & Co.
Connected sales workflow
Owner · Discovery team✓ Criteria checkedDiscovery 01
FLForma Labs
Scope the right first step
Next · Project conversation↗ Call bookedClient confirmed? Start the handoff.Welcome brief → Collect essentials → Project kickoff
ILLUSTRATIVE PIPELINE / SAMPLE BUSINESSESYour process. Connected.
The business caseGood enquiries.
Good enquiries.
Too many loose ends.
An enquiry form is the beginning. What happens to the information next is part of the customer experience.
Tools that stop at the handoff
A form collects information, but someone still copies it into the CRM and follows up.
A sale without a clear start
New clients arrive without the information your delivery team needs.
How the work connects / five clear stagesA workflow you
A workflow you
can follow.
Follow the information from first contact to confirmed-client onboarding. Each transition has defined inputs, outputs, and a responsible owner.
Select a stage to see what goes in, what comes out, and where your team stays involved.
01CaptureCapture the right information
Use questions that reflect your services, customer needs, and next decision.
INPUT
A visitor’s project information
OUTPUT
A complete, structured enquiry
↳Unclear or incomplete requests remain visible.
02QualifyApply agreed qualification rules
Identify fit, missing details, and cases that need a person’s judgment.
INPUT
The brief and your agreed fit criteria
OUTPUT
A fit assessment with missing details flagged
↳Uncertain cases go to a person for review.
03ConnectCreate a usable CRM record
Map the information, handle duplicates, and assign the right owner.
INPUT
A checked brief and field-mapping rules
OUTPUT
A CRM record with an assigned owner
↳Record updates follow agreed access and duplicate rules.
04BookMake the next conversation easy
Offer an appropriate booking path and agreed reminders or follow-up.
INPUT
An eligible enquiry and calendar rules
OUTPUT
An appropriate booking path and follow-up
↳Your team controls eligibility and calendar availability.
05OnboardPrepare the confirmed client
Start onboarding after the approved client status, with a document checklist and delivery handoff.
INPUT
Confirmed-client status and delivery requirements
OUTPUT
An onboarding checklist and delivery handoff
↳Onboarding starts only after the agreed client-confirmation event.
What we can build / six scoped modulesClear deliverables.
Clear deliverables.
A scope you can review.
These modules show what the solution can contain. Your proposal selects the work, quantities, integrations, and acceptance criteria.
01 / CLIENT JOURNEY
Website & intake
Connect your existing site or build a new experience with the right questions.
- Question and field structure for your offer
- A responsive intake journey or agreed website pages
AGREED IN YOUR PROPOSALPage templates, form channels, fields, and content responsibilities
02 / CLIENT JOURNEY
Qualification & routing
Apply agreed criteria and send uncertain cases to staff review.
- An agreed qualification and routing rule map
- A staff-review path for uncertain cases
AGREED IN YOUR PROPOSALFit criteria, branches, owners, and exception handling
03 / CLIENT JOURNEY
CRM connection
Map fields, create or update records, and handle duplicates.
- A field map and record-creation or update logic
- Defined duplicate handling and owner assignment
AGREED IN YOUR PROPOSALNamed CRM, record types, actions, and account access
04 / CLIENT JOURNEY
Booking & follow-up
Give eligible leads a booking path and a defined next step.
- The agreed calendar or appointment path
- Scoped follow-up events and reminders
AGREED IN YOUR PROPOSALCalendars, eligibility rules, channels, and reminder allowances
05 / CLIENT JOURNEY
Client onboarding
Start information collection when the client is confirmed.
- A confirmed-client information checklist
- A delivery-team handoff with the required context
AGREED IN YOUR PROPOSALConfirmation trigger, documents, tasks, and onboarding steps
06 / CLIENT JOURNEY
Tracking & handover
Make events, failures, ownership, and operation visible.
- Visible workflow states and failure handling
- Operating instructions and ownership handover
AGREED IN YOUR PROPOSALTracking events, evaluation cases, training, and any ongoing care
An existing website can be connected, or a new website can be included. Sales research, proposal drafting, extra intake channels, and portals are optional extensions. Third-party subscriptions and usage costs are identified separately.
What it could look like / concept workspaceA brief with context.
A brief with context.
A team ready to act.
Illustrative screens and sample data show the intended working experience. The implementation is designed around your process.
workspace / client-discoveryCONCEPT
PROJECT BRIEF / 001A clearer start.
In review ES
Example StudioWebsite & connected client intake
THE BRIEF, IN CONTEXT
“We want new enquiries to reach the right person, with the information needed to begin.”
- Current tools
- Website · CRM · Calendar
- Project owner
- Discovery team
- Next step
- Confirm scope & budget
BEFORE THE CONVERSATION
✓Original brief attached
✓CRM record connected
○Confirm budget range
○Agree discovery time
A person owns the next decision.One detail to clarify
Budget wasn’t included in the enquiry. Keep it visible for the discovery team.
A concrete business example01 / WHERE IT FITS 02 / WHERE IT FITS
A service enquiry with a useful next step.
A visitor describes their project and the tools they use. The workflow checks the agreed criteria, creates or updates the CRM record, and assigns an owner. Eligible enquiries receive the next booking step. Unclear requests go to staff review. When the client is confirmed, onboarding collects the information needed for delivery.
Agency pipeline
Capture project type, business goals, current website, and budget context. Route to the relevant service owner.
Consultancy intake
Collect the business problem and readiness details, then hand off to discovery and a confirmed-client questionnaire.
Choose the useful first scopeStart where you are.
Start where you are.
Extend with purpose.
Keep the tools that work. Decide what needs to be added, connected, or operated on an ongoing basis.
Make the boundaries explicit.
The proposal defines website templates if included, intake channels, one or more named workflows, CRM actions, calendars, reminders, and onboarding requirements. Lead sourcing, paid advertising, sales conversations, and guaranteed revenue are separate from the system build.
What we need from your teamGood context.
Good context.
A stronger start.
We agree who supplies the information, who reviews the work, and who owns the system after handover.
Your offer and fit criteria
Services, qualifying questions, routing rules, and situations that need review.
Your tools and owners
CRM fields, calendar availability, account access, and the people who handle enquiries.
Your onboarding requirements
Information, documents, reminder rules, and the event that confirms a client.
Evaluation / behavior before promisesCheck the system.
Check the system.
Measure what changes.
Functional acceptance checks agreed behavior. Business improvement needs a baseline, a measurement period, and an owner.
Enquiry completeness
Does the record contain what the owner needs to take the next step?
Response and routing
How quickly does a usable enquiry reach the right person?
Booking and onboarding
Do the agreed transitions work, and how much manual chasing remains?
The agreed build and handover.
Discovery, the selected modules, representative evaluation, launch responsibilities, and practical operating instructions. The proposal identifies account ownership and ongoing costs.
Support that fits the operating model.
Ongoing care can cover connection checks, failed deliveries, rule updates, and bounded improvements. Your team remains responsible for responding to leads and making sales decisions.
Before we begin / Lead to ClientUseful details.
Useful details.
Clear answers.
Practical answers about the scope, tools, and responsibilities behind this solution.
Have a specific workflow in mind?Tell us about it ↗
01Is this a website package or an automation package?
It can be either, or both together. We can connect your existing website, or build a new website around the intake and client journey. The proposal makes the selected scope explicit.
02Which CRM can you connect?
We review your CRM, account tier, available integration options, and the exact actions needed. Compatibility and access are checked before committing to implementation.
03Who decides which leads are qualified?
Your business defines the criteria. We help translate them into clear questions and rules, with staff review for uncertain or exceptional cases.
04Can we avoid duplicate CRM records?
Duplicate handling is part of the agreed record logic. We define identifiers and rules for creating or updating records, then test representative repeat submissions.
05How is onboarding different from qualification?
Qualification handles a prospective client. Onboarding starts after the agreed confirmed-client status and collects the information needed to begin delivery.
06Can it prepare proposals too?
Proposal drafting can be added using your approved service library, pricing rules, and templates. A designated person reviews the commercial offer before it is sent.
07What happens when a connection fails?
We define visible failure handling, a responsible owner, and a recovery process. Continued monitoring after handover is part of a separately scoped care engagement.
08How do you price the work?
We scope the pages, workflows, integration actions, content, migration, review rounds, and support. Vendor subscriptions and usage costs are identified alongside the implementation fee.
Your next useful move / Lead to ClientGive your next enquiry
Give your next enquiry
a better journey.
Tell us how enquiries arrive, which tools you use, and where the handoff needs to work better.
Plan your client pipelineStart with the context.
We’ll define the next step.
We’ll define the next step.
A focused conversation about your process, the right scope, and who will operate the system.