Lead Workflow Automation

Make every high-value enquiry visibly owned.

A focused review of enquiry routing, ownership and follow-up for established UK service businesses.

Delivered within three working days. No production access is normally needed.

RoutingDoes the enquiry reach the right team?
OwnershipIs responsibility explicit?
Follow-upIs the next action visible?
SafeguardsDo exceptions stay controlled?

High-Value Lead Workflow Audit

One workflow. A practical repair plan.

Matt maps one enquiry-to-follow-up process and examines how information is captured, assigned and made visible. Findings are labelled as observed, inferred or still unknown.

The audit costs £225 and is delivered within three working days after the agreed walkthrough and inputs are received.

01

Process map

A clear current-state view from enquiry to completed follow-up.

02

Priorities

Delay, duplication, missing-information and ownership checks.

03

Next steps

Recommended repair, likely tools, costs and safeguards.

£225

Three-working-day delivery.

One agreed workflow, a 30–45 minute walkthrough, and redacted examples or dummy data. Implementation and software fees are not included and are quoted separately only after scope is clear.

Clear boundary: the public example is a tested demonstration, not a claimed client deployment. No revenue, conversion or client-result claim is made.

Contact

Tell Matt which enquiry process you want reviewed.

Include the enquiry source and systems involved. Matt will confirm whether it fits the fixed audit before suggesting a call.

Email Matt Lawton