SERVICE APPLICATIONS
Website Lead Capture
We connect enquiries from your existing website to the process your staff use to respond. Forms or chat can gather the details needed to assess a request, create a CRM record, and notify the responsible person. The work focuses on enquiry handling and integration within your current website.
Find a practical starting point for your business.
Describe the process and the systems you use. We’ll discuss where automation could help and what a useful first project would involve.
ENGAGEMENT SCOPE
A usable enquiry delivered to the right person
These deliverables form the starting point for your proposal. We agree the systems, responsibilities, and acceptance criteria before work begins.
- Intake specification
- Agreed questions, required fields, contact preferences, and handling rules for incomplete or unsuitable requests.
- CRM handoff
- A connection from the selected form or chat channel to your CRM, with field mapping and duplicate-handling rules.
- Follow-up workflow
- Staff notifications, approved acknowledgments, and a record of failed submissions or unassigned enquiries.
How we deliver the work
We review the existing enquiry journey and the information staff need before responding. We configure the intake and destination, test successful and failed submissions, and verify that a request reaches the intended owner with usable context.
Does this include building a new website?
No. We integrate with an existing website and its supported forms or chat tools. Website design, landing-page production, and advertising campaigns are outside this service.
Application examples
Explore a workflow below to see the proposed process and where your team stays involved.
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