AutomateFirst

Online education business

A website form that was quietly losing every enquiry

The situation

The business captured enquiries through a quiz and a free-audit form. On inspection, the quiz was saving emails to a file the web server throws away, and the email service key had been revoked. Visitors saw a thank-you message while nothing was kept and nobody was told.

What we built

  • Every enquiry is saved to a database first, and the form shows an error if saving fails, so nothing is lost silently
  • The team gets an email in the shared inbox within seconds of each enquiry (tested at 12 seconds)
  • Follow-up emails go out on a schedule and only move a lead to the next step once the send is confirmed
  • Each lead records where it came from: an ad, a post or a search

Where it stands now

Enquiries are now stored, the team hears about them within seconds, and follow-ups run on their own. This is the same setup we install for clients as Enquiry Autopilot.

Build it yourself or have it built

Build it yourself: Module 4 of the playbook (Get More Customers). Or have us set it up: see /build.

Want this in your business?

We set it up in your own accounts in 7 days. USD 500, fixed price, agreed before we start.

See Enquiry Autopilot