Start where customers start.
Look at your calls, forms, messages and quote requests, including what happens when the office is busy.
The enquiry arrived.
Who takes it
from here?
Give website requests, missed calls and open quotes a clear path to a reply. WellTech helps Edmonton service businesses connect the handoff around their existing tools.
A busy afternoonIllustrative example
A website enquiry arrivesA receipt and an owner
A customer’s call is missedA clear callback task
A quote needs a replyA visible follow-up
Potential handoffs, scoped and tested for your business. No activity is happening here.
Make the reply part
of the process.
Give the team the details.
Decide who owns the reply and how the request reaches them with enough context to act.
Keep the next step visible.
Agree where the record lives, what a reminder means and when a person needs to make the decision.
One request.
More than one handoff.
The customer hears back. Your team sees the request. The details stay connected.
One enquiry. Connected actions.Illustrative system
Website request
“Could you quote a panel inspection?”
Form / call / quoteUseful details, together
Contact, request and source become one clear enquiry.
Receipt in the inbox
“Your request is with the team. We’ll review the details.”
A text receipt
Optional SMS, with an agreed channel and appropriate consent.
Someone owns the reply
A visible alert, the request and a person responsible for it.
One connected lead
Save the details, conversation and status in the chosen tool.
Agree the next step
Review the request, ask for missing details, then confirm what happens next.
Fictional example. No messages are sent, records saved or appointments booked.
One prepared enquiry can trigger several useful actions: customer messages, an alert to the right person and a shared record for the next conversation.
Discuss your lead follow-upIllustrative workflow. Channels, messages and review steps are agreed for each build.
Keep the tools.
Connect the work.
Start with the systems your team knows. Then work out what needs to move between them.
- Google SheetsA shared lead or job log
- JobberService-workflow planning
- HubSpotCustomer records and handoffs
- Google WorkspaceEmail, calendars and documents
- Tally & formsA clear place to make a request
- n8nConnecting agreed workflow steps
- Microsoft 365The team’s office tools
- Email & messagingThe channels people check
Examples to discuss, not a list of connected services. Available integrations, access and the right approach are checked when we scope your project.
Choose the first handoff
worth improving.
A website receipt, a missed-call callback task, a quote reminder or a clearer office alert can be a useful starting point.
We’ll map the current path, agree the scope, test the happy path and failures, then make the process understandable for the people using it.
Talk through your current setupBring the enquiry.
Let’s connect what comes next.
Tell me where requests arrive and what tends to happen after that.