How it works
From first click.
To next conversation.
The campaign is one part.
Here’s how the rest connects.
We attract interest, capture the enquiry and build the follow-up around your team. You get a clear route from someone finding you to someone speaking with you.
Follow one enquirySee the handover
One enquiry.
No guessing what happens next.
Choose a step to see what your customer experiences and what your team sees. This is an example, not a live customer record.
They respond to your campaign or complete the agreed enquiry form.
New enquiry received
- Source
- Campaign form
- Owner
- Your nominated team member
- Next action
- Contact the enquiry
Details captured. Your team notified.
01 / Campaigns, creative & websites
Give the right people
a reason to enquire.
We start with the customer, the offer and the action you want someone to take. Then we choose the channel and build a clear route to that action.
- Meta ads
- Reach people on Facebook and Instagram with creative and an offer suited to your business.
- Google ads
- Reach people searching for relevant services. Search demand, budget and the offer determine whether it fits.
- A clear destination
- An enquiry form or landing page that explains the offer and asks for the information your team needs.
A clear next step.
Creative → Offer → Enquiry
Illustrative setup. Your scope is agreed before we build.
02 / The CRM, supplied & set up by AY
One place to see
who needs you.
Your CRM is the shared record of each enquiry: who they are, where they came from, what has happened and who needs to act. We provide and configure it around the agreed journey.
- Useful contact records
- Capture the agreed form answers, source and conversation history in one place.
- A pipeline your team understands
- Use clear stages such as New enquiry, Contacting and Appointment booked, tailored to your business.
- Ownership and alerts
- Assign the next step and agree who receives notifications. If you already have a CRM that works, we review that first.
New enquiry
Illustrative setup. Your scope is agreed before we build.
03 / Follow-up & database reactivation
Keep the conversation
from going cold.
An enquiry is the start. We build an agreed sequence of useful messages, reminders and handovers so your team has a clear way to follow through.
- New enquiries
- Acknowledge the enquiry, make the next step easy and follow up within the agreed contact permissions and timing.
- Past contacts
- Reconnect with suitable contacts in your existing database using a relevant reason to talk again.
- Know when to stop
- Define what happens after a reply, a booking, a stage change or an opt-out. Follow-up should reflect the actual conversation.
Booked or opted out? Stop the booking chase.
Illustrative setup. Your scope is agreed before we build.
04 / Automation & optional AI
Let the system handle
the repeatable parts.
Some jobs need a simple rule. Others may benefit from an AI assistant. We agree where each belongs, what it can access and when a person takes over.
- Automation
- Route enquiries, update stages, create tasks and send agreed notifications without repeating the same admin.
- AI assistants
- Where appropriate, answer approved business questions, collect useful details and help someone reach the right next step.
- Custom tools and a human handover
- Dashboards and integrations are scoped around a real need. Your team handles advice, judgement and conversations that need a person.
An agreed role for every task
Illustrative setup. Your scope is agreed before we build.
05 / Reporting, lead quality & improvement
See what happened
after the click.
We agree the measures before launch and review the information your systems can reliably provide. The aim is to understand where enquiries turn into useful conversations and where they stall.
- Campaign performance
- Review spend, enquiries and cost per enquiry alongside the relevance of the responses.
- Team feedback
- Understand which enquiries are suitable, who was reached and what happened next.
- Business outcomes
- Where the data is available, connect enquiries with bookings, sales and revenue. Flag tracking gaps rather than implying every result is measurable.
Illustrative stages, not client results or conversion rates.
Illustrative setup. Your scope is agreed before we build.
Working with us
Clear scope.
Then a considered build.
You don’t have to buy every part. We start with the gap in your business and agree what is worth putting in place.
- 01
Talk it through
A 15-minute introduction with Malachi. Your offer, enquiries, team and current tools.
- 02
Agree the work
The deliverables, costs, responsibilities and measures. Advertising and usage costs are made clear.
- 03
Build and check
Set up the agreed journey. Check capture, notifications, handovers and stop rules before launch.
- 04
Launch and review
Help your team use the system and review progress within the agreed support scope.
Channel selection, AI, custom integrations, reporting and ongoing support depend on your agreed scope. No campaign can guarantee a sale.
Your next step
Where does your
customer journey get stuck?
Tell us what happens today. We’ll help you work out the next useful change.
Talk to MalachiA 15-minute introduction. No payment to book.