Innovation & consulting

Find where the business loses work.

A practical review of how enquiries become work, with clear priorities and automation only where it fits.

Where enquiries wait.

We look at how enquiries become signed work, for businesses where every lost enquiry is expensive. A review maps every way work arrives and where it stalls.

The questions a review answers first

  1. 1Where does an enquiry first go?
  2. 2Who owns the follow-up?
  3. 3Which step loses the most work?
Phone Email Website form Social message Received Logged Lives in one person’s inbox Replied Quoted Waits a week for project details Followed up No one owns the follow-up Signed
  1. Received
  2. LoggedLives in one person’s inbox
  3. Replied
  4. QuotedWaits a week for project details
  5. Followed upNo one owns the follow-up
  6. Signed
An illustrative enquiry map. Four ways in, one path to signed work, three places it typically stalls (ringed).

A roadmap you can act on.

Every review ends with clear priorities: what to fix now, what can wait, and what is not worth doing at all.

  1. NowFirst 30 days

    • One shared enquiry inbox
    • Every enquiry answered the same day
  2. NextThe following quarter

    • A proposal form that gathers project details
    • Follow-up reminders after each proposal
  3. LaterWithin six months

    • Simple reporting on where work comes from
    • A review again in six months
An example roadmap. In the version we send, every change has an owner and a date.

How a review runs.

An indicative plan, in weeks. The roadmap is agreed with you before any change is made. Your scope sets the real dates.

  1. ReviewInterviews and a walk through your tools and inbox.
  2. MapEvery enquiry path drawn, with the stall points marked.
  3. PrioritiseA Now, Next and Later roadmap, agreed with you.
  4. ImproveWe set up the first fixes with your team.

Typical timing4 to 8 weeks

First replyWithin 1 to 2 business days

Discuss a project

What we hear before a review.

The symptoms owners describe in the first conversation, and what a review does about each.

  1. What we hear: “Fee proposals go out late, and nobody follows them up.”

    What the review does: A clear owner for every proposal, and a follow-up that happens without anyone remembering to.

  2. What we hear: “Enquiries get lost between email, phone and social media.”

    What the review does: A clear path for every enquiry, from first contact to follow-up.

  3. What we hear: “We think automation could help, but we don’t know where.”

    What the review does: A practical review that finds the few tasks worth automating, and leaves the rest alone.

What a review covers.

A typical scope, laid out as we send it. Yours is tailored to your business.

  1. Part 1 of 3

    Marketing and enquiry review.

    How people find you, how they get in touch and what happens next.

    1. Marketing review
    2. Enquiry path map
    3. Follow-up plan
  2. Part 2 of 3

    Workflow and automation.

    The tools you already use, and the few tasks worth automating.

    1. Workflow review
    2. How your tools connect
    3. Scoped automation opportunities
  3. Part 3 of 3

    Priorities and plan.

    A ranked list of changes, with an owner and a date for each.

    1. Now, Next and Later roadmap
    2. Priority fixes, ranked
    3. Owners and dates for each change

Every engagement starts with a clear scope and a tailored quote, agreed before work begins.

From start to finish, the whole process was easy, professional and stress-free.

Questions about a review.

Straight answers about cost, your team’s time and who makes the changes.

Still deciding?

You do not need a finished brief. We can talk through what you need and where to start.

How is it priced?

Every project is scoped to the business. After a first conversation we provide a clear scope and a tailored quote, so you know the work, the timing and the investment before anything begins.

Do you put the changes in place?

Yes, where it suits you. Some changes your team will own; others we can set up. The scope says which.

What do you need from our team?

An hour or two with the people who handle enquiries, and access to the tools they use.

Do we have to change our existing tools?

No. We review what you already use. A clearer process or a useful connection between tools may be enough.

What makes an AI workflow useful?

A specific task, a clear purpose and a way to check the output. We assess the requirements before recommending a tool or implementation.

Can this sit alongside a website project?

Yes. We can review how enquiries and information move from the website into your business. Any integrations or process changes are agreed in the scope.

Tell us where work goes quiet.

We will recommend where to look first.

Discuss a project 5.0 on Google, from client reviews
  1. You tell us the problemA short form. No finished brief needed.
  2. We reply within 1 to 2 business daysWith a time to talk, or a few questions first.
  3. A clear scope and tailored quoteThe work, the timing and the investment, before anything begins.