LeadRunning
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- Daniel R. · kitchen renovation
- Quote #Q-0417 · opened twice
- working
03
[ C U S T O M B U S I N E S S S Y S T E M S ]
Custom business systems, shaped to how you work.
One clear way to run the business.
When the off-the-shelf tool doesn’t fit, the team works around it: spreadsheets on the side, notes in someone’s inbox, steps that live in one person’s head. We build what the work actually needs, whether that is a CRM, a client portal, a booking system or an internal tool, and connect it to what you already use, so every customer and job has one record and one clear next step.
[ I N P R A C T I C E ]
What it looks like when a quote goes quiet, the system notices and follows up, and the customer record keeps the whole history.
Turn enquiries into customers
Illustrative · a lead that went quiet
- CheckIdle
Follow-up is due
Rule: 3 days, no reply
- Not marked as lost
- No meeting booked
- Send follow-up
- ReplyIdle
Sends a gentle nudge
Personal, not a template
- “Hi Daniel, just checking whether the quote made sense — happy to walk you through it.”
- YouIdle
Daniel replies
A person picks it up
- “Can we do Thursday?”
- Handed to you with the full history
- CRMIdle
Meeting booked
Stage updated
- Thursday 10:30am
- Stage: Proposal → Meeting
[ W H A T I T L O O K S L I K E ]
Specific work, done a specific way.
- 01
One record for every customer and job
Enquiry, quote, booking, job, invoice and notes on one record, updated as things happen, so nobody has to ask where something is up to.
- 02
Built around your process, not a template
Stages, fields and screens match how your team actually sells and delivers. Where an existing tool already fits, we configure it rather than rebuild it.
- 03
Portals and internal tools
A client portal for documents and updates, or an internal tool for scheduling, job tracking or approvals, when no off-the-shelf product fits the way you work.
- 04
Connected to what you already use
Accounts, calendar, email and forms stay in place and feed the same system, instead of it becoming one more tool that doesn’t talk to the rest.
[ Q U E S T I O N S ]
The ones people actually ask.
We already have a CRM. Do we have to start over?
Rarely. If what you have is sound, we build around it. We replace a tool only when it is genuinely blocking the flow, and we will show you why before suggesting it.
Should we buy software or have something built?
Buy when an existing product fits your process with light setup; it is usually cheaper. Build when the team keeps working around the tool. We’ll tell you which one we would choose and why, before you commit.
Which tools do you recommend?
It depends on the business, and we are not paid by any vendor. We favour tools that connect well, have honest pricing, and will still exist in five years.
What does it cost to run afterwards?
The tools’ own subscriptions plus any hosting or automation platform involved, which we lay out before you commit. We design for the lowest running cost that does the job.
[ W H A T Y O U G E T ]
Things you can point to.
Every engagement ends with these in your hands, not ours.
A systems map
Which tools, what each one owns, how they connect. One page you can show a new hire.
The system, built and configured
Set up properly once and tested on real records, so you are not fixing defaults for a year.
The connections to your existing tools
Built and tested, so information flows in and out without re-typing.
Clear access rules
Who can see and change what, set from the start.
Training for whoever runs it day to day
So the system keeps working after we step back.
[ W H E R E I T A P P L I E S ]
Where this shows up in a business.
Sales
- Lead capture
- Lead qualification
- CRM updates
- Follow-up
- Proposal generation
Customer Service
- AI receptionist
- FAQ agent
- Booking
- Enquiry triage
Operations
- Workflow automation
- Document processing
- Task routing
- Exception handling
Finance
- Invoice generation
- Payment follow-up
- Data reconciliation
- Reporting
[ N E X T S T E P ]
Where does a customer fall through the gaps?
Walk us through what happens from first enquiry to finished job today. We’ll show you where one system would make it simpler.