AUTOMATIONS
Ten connected areas of everyday business work, handled by standard workflows configured for your business.
01 — Group
Category A
One place for every contact and lead, so nothing lives in a single inbox or notebook.
Example: A new enquiry arrives, is tagged by service, added to the pipeline and assigned to the right person with a follow-up task.
Category B
Capture enquiries from your website and supported channels straight into your pipeline.
Example: A visitor submits your website form and instantly receives an acknowledgement while your team is notified.
02 — Group
Category C
Consistent, timely follow-up so leads are not forgotten after the first conversation.
Example: After a quote is sent, a short sequence checks in at set intervals and stops as soon as the customer replies.
Category D
Let customers book online and cut the manual back-and-forth of reminders and rescheduling.
Example: A customer books online, receives a confirmation and a reminder, and gets a follow-up if they miss the slot.
Category F
Answer common questions and capture visitors who would otherwise leave without a word.
Example: A visitor asks about opening hours, gets an answer, then leaves their details for a callback that your team is alerted to.
03 — Group
Category E
Make asking for reviews a routine step after every completed job.
Example: When a job is marked complete, the customer receives a review request with a link to your review page.
Review requests go to all customers. We do not use review gating, which means requests are never filtered so that only happy customers are asked.
Category G
Stay in touch with leads and customers without writing and sending each email by hand.
Example: A new subscriber receives a short welcome series introducing your services and how to book.
Category H
Bring back dormant leads and past customers with timely, relevant follow-up.
Example: Customers who have not booked in a while receive a friendly rebooking reminder.
Messages are only sent where a lawful basis or consent exists, and unsubscribes and suppression are respected.
04 — Group
Category I
Practical AI support for routine questions and sorting, with people kept in the loop.
Example: An incoming enquiry is categorised, summarised for your team and escalated to a person when it needs one.
AI features, message volumes and channels are subject to available features, configuration and usage allowances.
Category J
Keep your team informed and on task with fewer manual hand-offs.
Example: When a deal moves to won, the right staff member is notified and an onboarding sequence starts.
Not every feature connects to every third-party platform without additional work. Channels such as WhatsApp, chat widgets and third-party tools depend on what is supported and configured, and usage allowances are confirmed with you before you start.
A free call to map where your enquiries, bookings and follow-ups are slipping — and what we’d automate first.