Most plumbing, heating and bathroom businesses do reply to new enquiries. The problem starts after the quote is sent. The customer goes quiet, nobody chases it properly, and the job slowly goes cold. I help you set up a simple follow-up process so every website enquiry has a next step.
One business. 14 days. No contract. No software switch.
Built by Finley at The Inbound Office. Currently testing this hands-on with one UK trade business.
If the follow-up is messy, jobs can slip through the cracks.
It feels like the enquiry is handled because you replied. But from the customer's side, the decision still has not been made.
A few days pass. You get busy. They get busy. No one comes back to it, so the quote just sits there.
Some enquiries are still open, some are dead, and some might still turn into work. The problem is knowing what needs doing next.
Most businesses reply to new enquiries fast enough. The real issue is what happens after that.
A quote gets sent, the customer goes quiet, and there is no proper follow-up. That is where jobs get lost.
Following up is not pushy. It is just staying on top of work that was already interested in the first place.
Which quotes still need chasing?
You can see what needs doing today.
Which enquiries are still open?
Open enquiries do not have to sit in your inbox or memory.
Which jobs are booked, lost, or done?
Nothing is left floating around without a next step.
Simple steps so enquiries do not get forgotten after the first reply.
The customer gets a quick reply so they know their message has been seen.
When the quote goes out, the next follow-up is already planned.
You can see who has been quoted, who needs chasing, and what still needs action.
Each enquiry ends up booked, lost, or closed off, instead of sitting there unfinished.
Everything is built around your current website enquiries and quote process.
A clear place to see which enquiries are new, quoted, booked, dead, or still need chasing.
A simple rule for when to follow up, when to send a second chase, and when to close it off.
Natural messages for first replies, quote follow-ups, second chases, and closing off dead enquiries.
At the end, we look at what worked, what did not, and what should stay in place after the pilot.
If you want a full job management system for quoting, scheduling, invoicing and payments, there are tools for that already. This pilot is simpler. It helps you put a proper follow-up process around the enquiries you already get.
That makes sense if you want to change how you quote, schedule, invoice and manage jobs.
The aim is simple: every enquiry has a status, a next step, and an outcome.
This is not a big software rollout. I am taking one plumbing, heating or bathroom business first so I can build the process around real enquiries and see what is actually useful.
We look at how enquiries currently come in, I set up the follow-up process in HubSpot, you test it for 14 days, and then we review what should stay in place.
This is for small trade businesses that already get enquiries, but do not have a clear process for chasing quotes after the first reply.
Sole traders and small teams that handle domestic and light commercial work. You get enquiries through your site but the follow-up is inconsistent.
Boiler installations, heating system work, service contracts. Quote values are higher, so a missed follow-up costs more.
Full refits, wet rooms, accessible bathrooms. Longer sales cycles mean follow-up matters even more - customers take time to decide.
Other small trade businesses where quotes need chasing before the customer books.
Tell me a bit about your business, your website, and how you currently handle quotes. I will review it and let you know if the pilot looks like a good fit.
