Lead management

Enquiries should not die in WhatsApp

Fix the path from first touch to booked job: capture, owner, reminder, and a pipeline you can see without opening five apps.

From £450 · lead path fix

Common situations

Website form submissions go to a shared inbox nobody owns

WhatsApp quotes have no status, next step, or reminder

You find out a hot lead went cold three weeks later

Marketing spend grows but nobody tracks enquiry → booked

Enquiry form → tracked list with SLA timers

WhatsApp / email → CRM row with follow-up tasks

Website chat that collects job details after hours

Weekly pipeline snapshot for the owner

Defined Deliverables

SCOPE EXAMPLE

01 / Current Situation: Quotes and emergencies mixed in one WhatsApp number.
02 / OpsPatch Build: Tracked list with quote stages and 48h nudges.
03 / Delivered Handover: Airtable + reminders.

SCOPE EXAMPLE

01 / Current Situation: Marketing leads sat in a shared inbox.
02 / OpsPatch Build: SLA timers, owner assignment, weekly pipeline snapshot.
03 / Delivered Handover: HubSpot starter + automations.

SCOPE EXAMPLE