Services Follow through
Every inquiry in one place.
Most missed leads aren’t a marketing problem: they’re a follow-up problem. Inquiries scatter across email, voicemail, and DMs, and nobody owns the next step. I set up one shared pipeline so nothing sits unseen.
01What I set up
A shared pipeline your team can actually keep running.
Often that starts with a CRM, simply a shared place to track contacts, inquiries, and next steps, connected to your website so new requests land there on their own.
- CRM setup with the fields and stages you actually use. Not a bloated system nobody opens.
- Website-to-CRM connections so new inquiries land in the pipeline automatically.
- New-inquiry notifications so the right person knows right away.
- Follow-up reminders so no thread depends on someone remembering.
- Email templates and scheduling handoffs for the messages you send over and over.
- Simple written instructions and a walkthrough so the system survives past our engagement.
02Human control
A person stays in control of every customer message.
Reminders and drafts keep a person in control. Nothing contacts your customers automatically unless we’ve agreed on it, and I only build what can be supported reliably.
Reminders and notifications keep inquiries from sitting unseen. They support a timely response; they don’t guarantee one. For suitable tasks, AI can summarize an inquiry, prepare a draft reply for your review, or find information in approved internal documents. A person stays in the loop, and any account access, automatic sending, or use of business information is agreed first.
- Your accounts and data stay yours.
- Ownership, access, and handoff terms go in writing before work starts.
03Scope
Sized to your business, built to be handed over.
- We start with the inquiries you’re already getting. No new software until the basics work.
- Every connection is documented: what talks to what, and what happens when something breaks.
- I build only what your team can keep running without me, then prove it in the walkthrough.
- Ongoing support, if you want it, is agreed separately and in writing.
I don’t invent integration capabilities or promise specific tools will talk to each other until I’ve checked. If something you want isn’t practical, I’ll tell you before we try, not after.
04Contact
Tell me what’s getting in the way.
Tell me where inquiries come in today and where they get stuck. A few lines is plenty.
- Website projects start with a free homepage mockup
- A written scope and price before any work begins
- Your domain and accounts stay in your name
Or write to me directly
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