Keep qualification practical
Capture enough information to route the enquiry and prepare the next conversation. Long forms can be reserved for tasks that need them rather than added to every campaign by default.
Lead Capture & Follow-up Automation
Every enquiry with a clearer next step.
Lead automation for website enquiries and approved campaign sources. We connect capture, deduplication, assignment and follow-up tasks so the team can see who owns an enquiry and what needs attention.
Carry the enquiry through the handoff
- 01
Capture
Keep the customer’s request and available source context.
- 02
Assign
Route the record using clear business rules.
- 03
Follow up
Create the next task and show unresolved work.
An example journey, shaped around your requirements.
Start with the real need
The important gap is often after the submit button.
A form can look successful while the receiving team has no owner, no source context or no reliable task. Lead automation connects the submission to a usable record and a visible response process.
Define outcomes, not only notifications
A notification is not the same as a completed response. Status definitions, ownership and exception handling help the team distinguish a new lead from a contacted or qualified opportunity.
A successful submission should become a useful record, not an unattended notification.
Scope shaped around your business
What the work can include.
The final deliverables depend on the brief. These are the areas we review together before the build starts.
01
Lead journey review
Map sources, required fields and the receiving team’s process.
Clear capture and routing criteria.
02
Field and source mapping
Preserve useful enquiry, campaign and consent context within the approved setup.
A usable incoming record.
03
Duplicate and retry handling
Define how repeated submissions and failed deliveries are handled.
Recoverable integration behaviour.
04
Assignment rules
Route enquiries by agreed service, territory or team responsibility.
Visible record ownership.
05
Follow-up tasks
Create appropriate tasks, reminders or approved messaging steps.
Explicit next actions.
06
Measurement and handover
Agree stage definitions and review unresolved or failed handoffs.
An operating checklist.
Before we begin
Decisions that shape the result.
A useful conversation resolves the requirements, responsibilities and trade-offs before they become surprises.
What information is essential?
Ask for fields that affect the next action rather than collecting everything.
Discuss before build: Identify the qualification and routing decisions.
What is the system of record?
The CRM, inbox or internal system needs to own the enquiry status.
Discuss before build: Choose one place the team trusts.
What happens when delivery fails?
Failed submissions should not silently disappear or trigger repeated actions.
Discuss before build: Define the alert and recovery owner.
From brief to working release
A clear path through the work.
The scope and milestones are agreed around the project. Each stage has something concrete to review.
- 01
Discover
Understand the audience, objective, content and current systems.
A shared brief. - 02
Design
Review the information, interface and important journeys.
A concrete design to assess. - 03
Build & verify
Implement the agreed scope and check the complete journeys.
A release with acceptance evidence. - 04
Launch & improve
Plan the switch, handover and ongoing responsibilities.
Ownership after launch.
Good questions
A clearer starting point.
Answers to the practical questions that often come before a project brief.
Can this work with our current form?
Yes, where the form and receiving system support an approved integration. We review the existing delivery and consent behaviour before changing it.
Can you route leads to different people?
Yes. Rules can use agreed fields such as service or location. Default ownership and exception handling are included in the design.
Can we track the campaign source?
Available campaign context can be retained within the current consent and attribution setup. We do not assume every visit will provide complete attribution.
Can the workflow send follow-up messages?
Approved messaging can be included, with appropriate permissions, account setup and a defined purpose. It is not treated as a blanket marketing subscription.
How do we know it works?
Test a complete journey from submission to the receiving record, task and status. Check duplicate events and delivery failures as well as the successful case.
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