← All solutions
Solutions
Client intake is manual and things fall through
Intake is where most small businesses leak revenue quietly. An enquiry arrives, someone means to follow up, and the only record it existed is an email nobody re-reads. Nothing is broken enough to fix, which is why it stays broken.
Does this sound familiar?
- Enquiries arrive across email, phone, a form and social, with no single list
- Following up depends on someone remembering
- Onboarding steps live in a checklist that's sometimes followed
- You can't say how many enquiries you got last month
What it costs to leave it
- Enquiries that go unanswered look identical to enquiries you never received
- Onboarding quality varies by who happened to handle it
- Without a record there's nothing to improve against
What good looks like
- Every enquiry lands in one place regardless of how it arrived
- Follow-up happens on a schedule rather than on memory
- Onboarding runs the same way each time, with a human on the parts that need judgement
- You can see the funnel and where it leaks