Capture and acknowledge
Bring supported phone, website and form enquiries into the same process. Configure missed-call messages and initial responses appropriate to the channel.
Lead Capture and Conversion
Lead capture and conversion connect an incoming enquiry to a clear next action. We set up responses, booking and quote follow-up so the enquiry stays visible as your team works towards a sale.
Follow Through After the First Contact
The workflow should show where each enquiry stands, who handles it and what happens if the customer has not replied.
Book and progress
Route enquiries to the right person or booking step. Keep consultation, estimate and quote stages visible to the staff handling the opportunity.
Follow up and review
Set reminders and follow-ups for open quotes or unanswered enquiries. Report on the pipeline so you can see gaps in the process.
Example Workflow
From an Enquiry to a Next Step
An illustrative estimate-request workflow, with staff responsible for the conversation and sale.
Capture
Record the enquiry and where it came from.
Respond
Acknowledge it and route the next action.
Book or quote
Arrange the visit or track the proposal.
Follow up
Prompt the agreed next contact while the opportunity is open.
The Workflow Supports the Sale
Automation can organise responses and follow-up. Your team still qualifies the work, answers questions and agrees the sale. Results depend on the business and are not guaranteed.
- Ryzolv
- Set up capture, routing, message timing and pipeline reporting; monitor and refine them.
- Your team
- Confirm availability, handle enquiries that need judgment and keep opportunity status current.
Missed-call follow-up
Where the phone and enquiry channels support it, a missed call can start an acknowledgement and create a record for follow-up. We agree which channels to use, when messages go out and who receives the next action.
Your team can see the enquiry and continue the conversation. The workflow keeps booking, estimate and quote stages visible, with reminders for open opportunities. It supports the sale; your staff still qualify the work and agree it with the customer.
Questions About the Service
How quickly will a missed caller get a reply?
We agree the response channels and timing during setup, based on the phone system, enquiry channel and your team’s availability. There is no universal response time for every configuration.
What happens to missed calls and after-hours enquiries?
Where the phone and enquiry channels support it, we can configure an acknowledgement, record the request and route the next action. After-hours messages can set expectations for a reply. Staff handle enquiries that need a person; response channels and timing are agreed during setup.
Can you follow up our open quotes?
Yes. We can configure follow-up timing around quote stages and the way your team sells, with clear rules for replies, closed opportunities and staff intervention.
Can we see where leads are getting stuck?
The agreed pipeline and reporting can show enquiry stages and pending actions. We first define the stages and the information your team needs to keep current.
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