Keep the request
Record what the customer needs and where the enquiry came from.
For service businesses and consultants
Keep enquiries and follow-ups in one place.
I set up a simple way to see who needs a reply, who is handling it and what happens next.
A setup service by Kayode Ayiloye, founder of Kayus Systems. Nigeria and remote projects.
Assign the next step
Give each open enquiry an owner, an action and a follow-up date.
Record the result
Keep notes and close the enquiry when the work is agreed or it is not going ahead.
For a busy inbox, not another complicated system.
This fits a small team that already receives enquiries but loses track of replies, quotes or follow-ups. It helps organise existing enquiries; it does not generate new leads.
What the first setup covers
- One agreed enquiry and follow-up workflow for your team.
- A shared tracker with the fields your team needs.
- Views for due, upcoming and closed enquiries.
- A simple way to record follow-up notes and outcomes.
- Checks using sample enquiries, a short guide and a handover session.
Choose the simplest useful tool
We start with your current process and tools. A shared spreadsheet may be enough. A small app is an option when there is a clear need.
Connections to WhatsApp, email or other systems, data migration and ongoing support are agreed and quoted separately. The demo records updates manually and sends no messages.
Agree the work before it starts.
I review one real example with you, suggest a small setup, then give you a fixed quote. You approve the scope, cost and delivery date before work starts.
Review the workflow
Where do enquiries arrive? Who replies? Where do follow-ups get missed?
Set it up and try it
Test the agreed flow with sample data and check it with the people who will use it.
Hand it over
Your team receives access, clear instructions and the agreed way to get help.
Describe your workflow
This prepares a short brief on your device. It does not submit or send anything.
Prefer to talk through the task? Contact Kayode.