02 / KEEP THE NEXT ACTION VISIBLE
From enquiry to quote,
with the owner in control.
For a small service business where quotes wait on missing details and follow-up depends on someone remembering. Start with one service, one source and an agreed set of rules.
What the starter scope covers
- The agreed Enquiry Fix workflow for one supported source and destination.
- One quote format using your supplied service information and pricing rules.
- An owner approval step before the final quote is sent.
- An enquiry status tracker and internal reminders for follow-up.
- Agreed test cases, handover notes and one consolidated revision.
A useful finish line
The enquiry is captured, required details are visible, a quote can be prepared in the agreed format, and the owner can see its status and next action. The acceptance checks are written into the scope before work starts.
Decisions remain with your business
Prices, discounts, special requests, availability and booking commitments need owner approval. Missing information is flagged. The setup does not invent terms or automatically approve unusual work.
Reminders are internal
The starter scope reminds the owner to review a follow-up. It does not include automatic customer-message sequences, automatic reply detection or a 24/7 response service. The owner maintains enquiry statuses unless a supported automatic update is separately agreed.
What we need from you
A description of the process, supported tools, your quote format or required contents, service and pricing rules, approval owner and representative sanitised examples. Required access, exact scope, software costs, fee and start date are confirmed before payment.
What is outside the starter scope?
WhatsApp/SMS integration and usage, custom APIs, multiple sources, complex migrations, full CRM replacement, ongoing monitoring and new features. Necessary third-party fees are identified separately before you commit. No ongoing subscription to RB is required.
We schedule one live production project at a time. Delivery and acceptance dates are agreed after compatibility review. This setup organises existing enquiries; it does not generate leads or guarantee bookings.