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Follow-ups and record keeping

Stop copying the same details from one tool to another

Automations around your assistant log every enquiry and send the follow-ups. Your team spends its time on customers instead of paperwork.

Free consult. We show you how it handles your own client enquiries.

Operational challenge

Your team retypes the same details into three different places

Enquiries arrive through website forms, WhatsApp, email and phone. Someone copies each one into a spreadsheet, a calendar and a message to a colleague, and every copy is a chance for a mistake or a missed follow up.

1

Contact details copied by hand between forms, spreadsheets and calendars

2

Typing mistakes that lead to missed appointments and wrong bills

3

New enquiries waiting in an inbox while the team finishes other work

4

Follow ups that depend on someone remembering to send them

How it works

How an automation moves information through your business

An automation starts when something happens, such as a new form, a new message or a cancelled booking, and does the steps your team would otherwise do by hand.

STEP 01

Something happens

A customer fills in your website form or sends an enquiry on WhatsApp.

STEP 02

The details are checked

The automation checks the phone number and email look right and sorts the enquiry by what the customer asked for.

STEP 03

Your records are updated

It adds the customer to your spreadsheet or CRM and puts any booking in the right calendar.

STEP 04

The right person is told

The person who handles that kind of enquiry gets a message with the details and a link to call the customer.

Example conversationIllustration
New enquiry

Website form from Rahul Menon asking for a quote for a family trip to Kashmir in May.

Step 1

Checked the phone number and email, tagged the enquiry as international travel.

Step 2

Added Rahul to the enquiries sheet with the date, source and trip details.

Step 3

Sent a WhatsApp message to the sales lead with the summary and a tap to call link.

Live demonstration

What you will experience when you test the system

On the demo call we pick one repetitive task from your team's day, show you exactly how it would run automatically, and work out with you how much time it would save.

Common questions

Frequently asked questions

Straight answers about our assistant follow-ups implementation, accuracy, and support.

Start with a free demonstration

Stop copying the same details from one tool to another

Automations around your assistant log every enquiry and send the follow-ups. Your team spends its time on customers instead of paperwork.

Free consult. We show you how it handles your own client enquiries.