Inbox follow-up
A shared inbox. A team routine.
Enquiries arrive by email. Your team decides who responds and keeps track of the next step.
Suited to
Small teams with a reliable inbox routine.
Explore the process Managed by the team
Website enquiry handling and follow-up.
Give your team a clear next step for every website enquiry. We connect your forms to your CRM and set up ownership and follow-up tasks to match how your team works.
A submitted form needs a next step.
A notification tells you an enquiry has arrived. It does not settle who will respond, what they need to know or when to follow up. Those decisions can stay scattered across inboxes, notes and conversations.
We help map that handoff and implement the agreed workflow in your existing systems. Start with one form and one team, then add context or routing where the work calls for it.
Choose the right handoff for your team.
Start with how your team handles enquiries today. Make ownership explicit where it is missing, then add customer context and specialist routing where the work calls for it.
Explore the process Assigned follow-up
One owner. A clear due date.
Each enquiry becomes a CRM record with an assigned owner and a follow-up task, so responsibility is visible.
Suited to
Teams that need consistent ownership and follow-up.
Explore the process Assigned in your CRM
Specialist routing
Relevant context. The right expertise.
Customer history and agreed routing rules help direct each enquiry to an available specialist, with a team lead as backup.
Suited to
Enquiries that require specialist knowledge.
Explore the process Matched to expertise
How we improve your enquiry process.
Basic: organise the inbox.
We review where your website enquiries arrive and agree who checks them, who replies and how follow-up is recorded. Your team has a shared routine to work from.
Better: make follow-up accountable.
We connect your form to your CRM and set up an owner and a dated task for each enquiry. Your team can see who is responsible and what needs attention, without checking individual inboxes.
Best: bring the right expertise into the reply.
We add customer history and relevant information, then configure routing around your team's expertise and availability. Priority rules and a team-lead fallback help your team handle specialist enquiries with the context they need.
We start with the gaps in your current process and agree the changes worth making. Your team stays responsible for reviewing enquiries and replying to customers.
Put this workflow to work in your team.
We’re preparing a free enquiry handoff starter kit: an editable handoff worksheet, routing table and testing checklist to help you plan your own process.
Free enquiry handoff starter kit
Coming soon. Email signup and the download are not available yet.
What we can help implement.
A focused engagement covering the process, the system changes and the handover to your team. We agree the scope after reviewing your current setup.
Map the handoff
Follow an enquiry from submission to reply. Agree who owns it, what information they need and when someone should step in if it is not picked up.
Connect the form and CRM
Map the form fields, create or link the right records, and agree how duplicate submissions and failed transfers should be handled.
Set up ownership and follow-up
Configure assignment, tasks and due dates. Where useful, add customer context, expertise matching and priority rules, with a route for human review.
Test it with your team
Check normal enquiries, missing information, unavailable owners and failed handoffs. Hand over the agreed configuration and guidance for the people running it.
Where we begin.
Bring the form you use, the systems it feeds and a few representative enquiries. Together we identify where ownership, information or follow-up becomes unclear, then choose the smallest useful change.
What the work delivers.
An agreed process, the configuration or integration within scope, checks with your team and operating guidance. Your team remains responsible for reviewing enquiries and sending replies.
Part of a wider system.
This is one practical application of our consulting and ERP implementation services. We can begin with the handoff itself or include it in a broader review of how work moves through your business.
Does it need AI?
Clear ownership and task creation can often use straightforward rules. If finding relevant knowledge or interpreting free-text enquiries would benefit from AI, we assess that separately and keep source checks and human review in the process.
Improve your enquiry follow-up.
Tell us where your enquiries arrive, which systems you use and where follow-up gets stuck.
Discuss your project almaz@cybergarden.au