AI & Business Automation

Enquiry & lead follow-up automation

Capture every enquiry, route it to the right person and never forget a follow-up.

Also known as

  • Lead follow-up automation
  • Enquiry management
  • Workflow automation
  • CRM automation

Who it’s for

Businesses receiving enquiries through several channels where replies and follow-ups depend on someone remembering.

The problem

Enquiries arrive by website, phone, WhatsApp and email. Without one process, some are answered late, some never, and warm quotes go cold without a reminder.

What DWM delivers

A single, automated path from enquiry to follow-up: details captured, the right person notified, tasks created and reminders sent — with a record of every step.

What’s included

  • Process mapping workshop
  • Enquiry capture from website forms
  • Lead routing rules
  • Instant acknowledgement messages
  • Follow-up reminders and tasks
  • CRM or spreadsheet logging
  • Testing with realistic scenarios
  • Run-book and handover

Optional additions

  • WhatsApp Business Platform integration
  • Appointment booking
  • Quote templates
  • Review request after job completion

Integration possibilities

  • Website forms
  • Gmail or Outlook
  • WhatsApp Business Platform
  • Google Sheets
  • Zoho CRM or HubSpot
  • Make or Zapier

Typical workflow.

  1. 01MapCurrent enquiry journey and gaps.
  2. 02DesignRules, messages and responsibilities.
  3. 03BuildConfigure and connect the tools.
  4. 04PilotRun with real enquiries and refine.
  5. 05MonitorLogs and monthly review.

Measurable objectives

  • Faster first response to enquiries
  • Fewer missed follow-ups
  • Clear record of every enquiry’s status

Objectives, not guarantees. We agree targets like these and report against them. We don’t guarantee rankings, leads or revenue, because results also depend on factors outside anyone’s control.

Engagement model

An Automate engagement: a one-time setup project, with optional monthly monitoring.

Advertising budgets, third-party subscriptions and AI usage charges are identified separately in every proposal.

Launch, Grow or Automate

Relevant examples.

Typical projects

  • Contractor: enquiry → site visit → quotation → follow-up → review request
  • Manufacturer: RFQ → routing to sales → quote reminder
  • Clinic: appointment request → confirmation → reminder

Related guides.

All insights

FAQ

Questions about Enquiry & Follow-up Automation.

Do we need a CRM?

Not necessarily. Simple workflows can start with a spreadsheet; we recommend a CRM when volume or complexity justifies it.

Will customers know messages are automated?

Acknowledgements are clearly from your business. Important replies still come from your team.

What are the running costs?

Some tools and messaging channels charge subscriptions or per-message fees. These are listed separately in the proposal.

Ready to talk about Enquiry & Follow-up Automation?

Tell us what you want to improve. We’ll help define the next step.

  • A real person reads every enquiry
  • We usually reply within one working day.
  • No obligation — a tailored proposal if it’s a fit

Prefer to talk directly? +91 84420 78960 · info@digitechwebmedia.com

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