Process map
A clear current-state view from enquiry to completed follow-up.
Lead Workflow Automation
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.
High-Value Lead Workflow Audit
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.
A clear current-state view from enquiry to completed follow-up.
Delay, duplication, missing-information and ownership checks.
Recommended repair, likely tools, costs and safeguards.
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.
Contact
Include the enquiry source and systems involved. Matt will confirm whether it fits the fixed audit before suggesting a call.
Email Matt Lawton