Enquiries and lead capture
Where messages arrive, who answers them, and how many are never recorded anywhere.
AUTOMATION OPPORTUNITY AUDITFind the processes
Find the processes
worth automating first.
A 30-minute workflow review. We look at how enquiries, follow-ups and admin move through your business today, then show you one to three practical places to start and how we would connect your tools.
A paid session with no obligation to continue. The findings are yours either way.
HOW IT WORKS
Four steps. One clear recommendation.
01
Tell us where it hurts
Send a few lines about the process that takes too long, and the tools your team uses today.
02
30-minute review
A video call where we walk through that process together, from the first customer message to the last manual step.
03
Your opportunities
A short summary of one to three processes worth automating, what each would involve, and which to do first.
04
A proposal, if you want one
If you would like us to build it, we send a scoped proposal and a quote. If not, the summary is yours to keep.
WHAT WE LOOK AT
The places work usually gets stuck.
Follow-up
What happens after the first reply, and whether a missed follow-up would be noticed.
Repeated questions
The questions your team answers every day that could be answered accurately without them.
Copying between tools
Information typed from WhatsApp into a CRM, from a form into a sheet, or from a sheet into an invoice.
Bookings, orders and payments
Confirmations, reminders and status updates that customers currently have to ask for.
Visibility
Whether you can see how many enquiries came in, who is handling them, and where they stall.
REQUEST YOUR AUDIT
Tell us about one process.
You do not need a technical brief. A plain description of what happens today is the best starting point.
- The process that takes the most time or loses the most leads
- Roughly how many enquiries or tasks it involves each week
- The tools you use now, even if that is only WhatsApp and a spreadsheet
Based in Nairobi. Working with teams in Kenya, the UK, the USA and Australia.
COMMON QUESTIONS
Before you book.
What does the audit cost?
The audit is a paid session. We confirm the fee when you request one, before anything is booked, and there is no obligation to continue afterwards.
Who is it for?
Businesses with a steady flow of enquiries or repetitive admin, and a team that currently handles it by hand. If you receive only a few messages a week, automation is unlikely to pay for itself yet, and we will tell you so.
Do we need to use WhatsApp?
No. WhatsApp is often the best starting point in Kenya, but the same review applies to email, web forms, CRMs and internal workflows.
What do we need to prepare?
Nothing formal. It helps to have someone on the call who does the work day to day, and to know which tools you use.
Will you need access to our systems?
Not for the audit. We work from your description and, if you like, a screen share. Please do not send passwords or customer data.
What happens afterwards?
You receive the summary. If one of the opportunities is worth pursuing, we scope it and send a quote. Many clients start with a single workflow and extend it later.