The Client Intake
Control System
A structured process that ensures every new enquiry is captured, acknowledged immediately, and followed up — so no lead goes cold and no revenue leaks silently.
0s
Time to acknowledgement
48hr
Follow-up trigger window
100%
Enquiries logged & tracked
How It Works
Three-stage intake control
Works alongside your existing inbox and systems. No software to learn. No CRM to replace.
Stage 01
Capture
Every enquiry from your web form, WhatsApp, or email is intercepted and centralised into a single control view. No reliance on anyone remembering to check an inbox.
Stage 02
Response
The prospect receives a professional acknowledgement via email and WhatsApp within seconds. Your team receives an internal alert. All automatic, regardless of how busy you are.
Stage 03 ★
Control
If the enquiry remains open after 48 hours without a status update, a reminder is triggered. Nothing is allowed to go cold silently.
Interactive Demo
See it in action
Submit a test enquiry below and watch the system respond in real time.
System activity — live feed
Submit an enquiry to see the system respond...
Automatic Notifications
What goes out immediately
The prospect and your team are both notified within seconds of the enquiry being submitted — at any time of day.
✉ Email to Prospect
To: sarah@mitchellco.co.uk
Thank you for your enquiry — we'll be in touch shortly
Dear Sarah,
Thank you for getting in touch with us. We've received your enquiry regarding Annual Accounts & Tax Return and a member of our team will be in contact with you within one business day.
In the meantime, if you have any urgent questions, please don't hesitate to call us directly.
Kind regards,
The Team
💬 WhatsApp to Prospect
To: +44 7700 900123
Message sent ✓✓
Hi Sarah 👋
Thanks for your enquiry! We've received your message about Annual Accounts & Tax Return.
Someone from our team will be in touch with you very soon. We look forward to speaking with you!
✉ Internal Alert — Your Team
To: team@yourfirm.co.uk
New Enquiry Received — Action Required
New client enquiry logged.
Name: Sarah Mitchell
Service: Annual Accounts & Tax Return
Phone: +44 7700 900123
Please follow up within 24 hours. If not actioned within 48 hours, an automatic reminder will be triggered.
⏰ 48hr Reminder — If Not Followed Up
To: team@yourfirm.co.uk
⚠ Follow-Up Overdue — Sarah Mitchell
This enquiry has not been marked as actioned after 48 hours.
Client: Sarah Mitchell
Enquiry: Annual Accounts & Tax Return
Received: Today, 2:34pm
Please action this enquiry immediately to avoid losing this prospect.
Enquiry Control Ledger
Full visibility at all times
Every enquiry is logged with its status, source, and time received. Nothing is invisible. Nothing is forgotten.
| Name |
Service |
Received |
Source |
Status |
James Thornton
james@thorntonltd.co.uk |
Bookkeeping & VAT Returns |
3 days ago |
Web form |
⚠ Overdue |
Priya Sharma
p.sharma@brightstart.co.uk |
Business Start-Up Advice |
Yesterday |
Web form |
In progress |
Mark & Lisa Chen
markchen@outlook.com |
Annual Accounts |
2 days ago |
Web form |
✓ Converted |
Monthly Performance Report
Know your numbers
Included with the optional £200/month operational plan — delivered to your inbox every month.
Enquiries received
24
↑ 6 vs last month
Avg. response time
<10s
Acknowledged instantly
Follow-up reminders
3
3 were at risk of being lost
Converted to client
9
38% conversion rate
Investment
Simple, transparent pricing
Setup & Installation
£3,000
One-time. Live within 10 working days.
Full configuration & testing
Works on your existing systems
No software to install
RECOMMENDED
Operational Plan
£200/mo
Optional. Cancel anytime.
System monitoring & maintenance
Monthly performance reports
Priority support & optimisation
Most firms recover the setup cost from a single client they would otherwise have lost.