A CRM that keeps every enquiry in view
Enquiries land in texts, WhatsApp, email and notebooks, and quotes go quiet. We set up a CRM (we use GoHighLevel) so every enquiry is in one place and has a next step. Follow-up is set up as tasks and draft messages for you to review.
We configure GoHighLevel around how your business works. AI features are added only where they help and have been tested with you.
Businesses that live on enquiries and repeat custom
All the trades, and other small businesses that depend on enquiries, quotes, bookings and repeat customers: for example garages, cleaners, salons and clinics.
It works best when you already have a list of people you are allowed to contact and a rough idea of how you want to follow them up.
Leads go quiet because nobody had time to chase
A quote goes out on Friday and is never mentioned again. A past customer would happily rebook but is never contacted. Nobody asks for the review. None of this is laziness. It is what happens when one person is doing the work and the admin.
A simple pipeline and follow-up prompts
Typical set-up work, agreed with you in the proposal.
- A simple pipeline: new enquiry, quoted, won, lost, after-care
- Capturing enquiries from website forms, and from calls and messages where a connection can be set up
- Follow-up that starts as tasks and draft messages for you to review and send: quote chasers, review requests and a nudge to past customers. Anything automatic is only considered for people and messages you have approved in writing
- Optionally, an AI assistant for common questions where it suits your business, using wording you approve and tested with you before it speaks to anyone
- A dashboard and task list so you can see what needs doing today
- Testing, sign-off and training
What you get each month
After set-up, a monthly support arrangement keeps things running and improving. The terms and cost are agreed in your proposal.
- Regular checks that your automations are running
- Fixes when something breaks
- Small tweaks to messages and timing
- A monthly pipeline report
- Support by phone or email in working hours
Three steps before anything is built
We start by understanding your business, not by selling you a tool.
Discovery call
A short conversation about how you win work and where admin slows you down. No obligation.
AI Growth Assessment
We look at how this part of your business really runs and confirm whether a CRM is the right fit.
Tailored proposal
A written plan setting out the work, the ongoing support and the costs. Nothing starts until you approve it.
What this does not do
Being clear about limits is part of the service.
- It does not create leads. We do not buy leads or run advertising under this service
- Messages must follow UK marketing and data protection rules, and we will only message people you are allowed to contact
- AI agents will not answer everything correctly, so wording and limits are agreed with you first
- Messaging and AI usage costs depend on volume and are set out in the proposal
- It cannot guarantee more sales, only that fewer enquiries are left to go cold
- GoHighLevel is a third-party platform and has its own terms. If it is not the right fit we will say so
We provide business workflow and tools support only. This is not legal, tax, financial or regulated advice.
Honest answers
Why GoHighLevel?
It brings pipeline, messaging, forms, calendars and automations into one place, and we know it well. It is not perfect for everyone, and we will tell you if something simpler would do.
Can I use my existing customer list?
Only if you are allowed to contact those people. We check consent in discovery and agree sensible wording with you.
Will messages go out without my say-so?
No. We start with tasks and draft messages for you to review and send yourself. Anything automatic is only switched on after you have approved the wording, the timing and who it goes to.
Do I need Mia as well?
Not necessarily. Mia answers calls and texts you the details. The CRM keeps track of enquiries and follow-up. Some businesses use one, some both, and connecting them is discussed case by case.
Who owns the data?
We do not sell personal information. In a CRM, customer information is held in a GoHighLevel account, which is run by a third party.
Where this fits with the rest
We recommend only what solves a real problem, so you may need one of these, or none.
Mia AI Receptionist
Answers calls you cannot take and texts you the details.
Read about Mia AI ReceptionistAI Growth Consultancy
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Read about AI Growth ConsultancyConstruction and trades
How the services fit UK construction and trades businesses.
Read about Construction and tradesLet's make sure no enquiry goes quiet.
Book a discovery call and tell us how your business runs. We will tell you honestly whether and how we can help.