Record the enquiry
Example: The website saves the customer’s message and marks it for a reply about digital marketing.
SEE THE WORK
DEMOS & RESEARCH.
See how a real business process could work, where a person makes the decision and what you could measure.
01 ILLUSTRATIVE WORKFLOW USING SAMPLE DATA
ENQUIRY TO FOLLOW-UP.
A potential customer asks for help getting more enquiries online. See how their message reaches the right person and how that person checks the reply.
Give it an owner
Send the message to the person responsible for marketing and set a reply deadline. Ask them to check any missing details.
Review the reply
AI drafts a response. The owner checks the context and decides whether to approve or revise it.
View the sample approval
Decision: Approve after confirming the enquiry and removing an unsupported claim. The example CRM record logs the reviewer and decision.
WHAT WE WOULD MEASURE
Response time and enquiry-to-meeting rate
Measure how long people wait for a reply and how many enquiries turn into booked meetings.
02 EXPLORE MORE
SEE THE WORK BEHIND THE METHOD.
WORKFLOW LIBRARY
Business systems
Explore workflows across marketing, sales, operations and talent.
EXPLORE THE LIBRARY DESIGN METHODAutomation lab
See how we design approvals, error handling and operational controls.
VISIT THE LAB ORIGINAL RESEARCHAI Visibility Index
Read our research on which AI tools Google’s AI experiences recommend to small businesses.
READ THE RESEARCHYOUR NEXT STEP
WHERE DOES YOUR WORKFLOW GET STUCK?
Tell us about one task that often gets delayed. We’ll discuss a first step to fix it.
SEE WHAT THE WORK COULD LOOK LIKEILLUSTRATIVE EXAMPLE · NO CLIENT RESULT ILLUSTRATIVE EXAMPLE · NO CLIENT RESULT ILLUSTRATIVE EXAMPLE · NO CLIENT RESULT
THREE SIMPLE WORKFLOW EXAMPLES.
These are made-up examples to explain our approach. They do not show a customer's project or measured results.
Marketing enquiry → sales owner
- Website or campaign enquiry arrives
- New contact goes into the CRM
- A person checks the draft reply
- Sales owner takes the next step
WhatsApp appointment reminder
- Customer books a time
- System checks permission to message
- Approved reminder is prepared
- Reply goes to a team member if help is needed
Hiring enquiry → fair review
- Application arrives
- Details are stored in a secure system
- A recruiter checks suitability
- The hiring team decides next steps
OUR OWN WEBSITE · IMPLEMENTATION EXAMPLE
A PRIVATE BUSINESS SELF-CHECK.
Our score tool takes eight answers and calculates five area scores in the browser. Visitors can view their result without an email address. A separate, optional form requests email delivery with consent.
Enable and Governance each use one question. They are starting indicators. The result helps start a conversation and does not establish business performance.
Implementation reviewed on 11 November 2026. This example describes the code and user journey. No client outcome, time saving or email-delivery rate has been measured for this example.
TRY THE SELF-CHECK