See how a business problem becomes a workflow.

Capture the essentials, classify the request and prepare a record for the right person to review.

1. Enquiry arrives
2. Validate & classify
3. Assign for review
4. Track follow-up

Where a person stays involved

A person reviews uncertain requests and approves replies before they are sent.

What to measure in a pilot

Time spent handling each enquiry, missed follow-ups and routing errors.

What needs checking

The pilot needs access to the chosen form and lead system. Classification and routing rules must be tested against real exceptions.

Search an approved set of documents, show relevant sources and hand off questions the information cannot support.

1. Ask a question
2. Find permitted sources
3. Answer with references
4. Escalate if uncertain

Where a person stays involved

A content owner maintains the sources and reviews unanswered or high-risk questions.

What to measure in a pilot

Answer usefulness, source accuracy, unanswered questions and time spent finding information.

What needs checking

Outdated or incomplete documents can produce poor answers. Access rules, source updates and refusal behaviour need explicit testing.

Plan the offer and customer journey, capture a short enquiry, and make the next action visible to the owner.

1. Explain the offer
2. Capture an enquiry
3. Record & notify
4. Review the next step

Where a person stays involved

The business owner confirms fit, answers questions and agrees the next conversation.

What to measure in a pilot

Relevant enquiries, form completion, successful notifications and follow-up consistency.

What needs checking

A website alone does not guarantee leads. Content, traffic quality, form delivery and the business's follow-up all matter.