Enquiry & Appointment Automation
Give every enquiry a clear next step.
Collect the details you need, connect enquiries to your CRM and keep booking and follow-up moving.
Who it is for: Service businesses receiving enquiries through a website or inbox, where qualification, booking and follow-up depend on manual handoffs.
Illustrative workflow
- Enquiry arrives
- Collect details
- Assign or book
- Follow up
An example of a possible implementation, not a customer result.
What the project covers
Included in this starter
One enquiry source, one CRM, one booking destination and one agreed follow-up sequence, with duplicate checks and handover.
- One website or inbox enquiry source
- One CRM and one booking destination
- One agreed follow-up sequence and stop conditions
- Duplicate checks, testing and handover
Broader capabilities · quoted separately
- Lead capture and enrichment
- Qualification and deterministic scoring
- CRM record creation and deduplication
- Personalised acknowledgements and follow-ups
- Sales alerts and task creation
- Proposal, quote and onboarding workflows
- Client intake and document collection
- Pipeline summaries and stalled-lead prompts
These are possible extensions. The starting price covers only the starter above.
Boundaries and human review
Test missing details, duplicate enquiries, calendar conflicts and interrupted connections. Follow-up stops on a reply, decision or staff intervention. Your team controls qualification rules and sensitive replies.
Extensions and project dependencies
Additional channels, CRM migrations, complex scheduling and bespoke quotation engines are quoted separately. This service handles existing enquiries; it does not supply new leads.
CRM, booking and automation subscriptions, hosting and any model usage are additional. We estimate costs for your tools and enquiry volume before work starts.
From conversation to handover.
01
Agree the rules
What makes a lead high priority is a business decision, written down as rules, not something a model should be left to infer.
02
Capture and validate
The form, the duplicate check and the audit record come before any clever interpretation.
03
Interpret, then decide
The model extracts and summarises. Deterministic scoring makes the routing call, so every decision can be explained.
04
Acknowledge and alert
The enquirer hears back, the CRM has a complete record, and the right person is told.
Your implementation runs on accounts you control. Handover includes documentation and agreed acceptance checks; purchasing ongoing care is optional.
Related possibilities
Broader examples from our opportunity catalogue; quoted separately where they extend the starter.
Lead qualification
New enquiries are enriched, scored and routed, so the ones worth time surface immediately.
Sales research
Background on a company, its people and its recent activity, prepared before the call rather than during it.
CRM automation
Records update themselves from the conversations that already happened, and stale opportunities surface.
AI-assisted quotations
Quotes drafted from your pricing rules and previous jobs, ready for a person to check and send.
Explore the engineering
Related in-house systems, with their own scope, evaluation and limitations. These are not customer outcome claims.
- Working in-house systemProduct engineering and integration
From business questions to a practical AI shortlist.
The AI Opportunity Snapshot helps a business explore where AI could be useful. A responsive assessment turns structured answers into a prioritised report. Behind it, connected intake handles report delivery and internal email notifications, bringing the customer experience and business operations together.
Your choice after handover
Optional care · From £100/month
One monthly health check and up to 30 minutes of minor fixes or changes. Unused time does not roll over. Response within two business days; this is not a resolution guarantee or continuous monitoring. Larger work, software and usage charges are additional.
You can operate the system yourself or agree a different support scope. Provider accounts and running costs remain separate.
Your questions
- Will this generate leads for us?
- The starter improves how you handle enquiries you already receive. Advertising, prospect lists and lead generation are outside this package.
- Can we keep our current CRM?
- We check its API or supported integrations during scoping. Where your existing tools already provide the right features, we configure those rather than add unnecessary software.
- Does an AI decide which customers matter?
- Your team agrees the qualification rules. AI can interpret a message, while explicit checks control routing, required information and escalation.
Talk through your process.
Tell us what happens today, which tools you use and what you want to improve. Art will review your enquiry and suggest a useful next step.