Never miss a lead: how to automate your enquiries.
The business that replies first often wins. Five simple automations that turn website enquiries into booked jobs.
A customer fills in your contact form. The email lands in a busy inbox. You see it that night, mean to reply in the morning, and then a job runs late. By the time you call, they've already booked someone else.
Speed matters with enquiries. The business that replies first often wins. The good news: you don't need to be glued to your phone. A little automation can do a lot of the work for you.
Step 1: reply instantly
Set up an automatic reply that goes out the moment someone submits your form. Make it warm and useful: thank them, tell them when you'll be in touch, and give them something helpful, like your price guide or a link to recent work. The customer knows they've been heard, and they're less likely to keep shopping around.
Step 2: send it to the right place
Instead of enquiries sitting in your email, send them automatically to wherever you manage jobs: a CRM, a spreadsheet, a job management app or a shared inbox. Everything ends up in one list, and nothing gets lost.
Step 3: get alerted for important ones
Not every enquiry is urgent. But a large commercial job, or someone who ticked "as soon as possible", might deserve a text message to your phone. Simple rules can flag them for you.
Step 4: follow up automatically
Many quotes are never accepted simply because nobody followed up. An automatic, friendly check-in a few days after sending a quote can win back jobs you'd otherwise lose. Make sure it stops as soon as the customer replies.
Step 5: ask for a review
When a job is marked complete, a short message asking for a Google review can go out automatically. More recent reviews help you get found, as I explained in my local SEO guide.
What you need
Often less than you'd think. Many businesses can do this with tools they already pay for, such as their website form, email, and a simple automation service that connects apps together. AI can help too, for example by summarising long enquiries or drafting a first reply for you to check.
Keep a human touch
Automation should make you faster and more reliable, not robotic. Keep messages short and friendly, write them in your own voice, and always make it easy to reach a real person.
Setting up an enquiry-to-CRM workflow is one of the automations included in my Growth package, and can be added to any website. Have a look at my pricing page or tell me how your enquiries work now.
Need a hand with this?
Some of the best work starts with a question. If this article raised one for your business, send it through.