One enquiry journey
Map the first response, qualification, appointment or quote, and the point at which follow-up should stop.
Sales · Surrey & Metro Vancouver
Sales follow-up system
Give every enquiry a clear owner, response plan and useful next step. We create a practical follow-up sequence and the templates your team needs to use it consistently.
Your investment
CAD $599 one-time
Built around a clear scope
Make the next conversation easier to start.
For businesses that generate enquiries but respond inconsistently, struggle to follow up after a quote, or lack a shared definition of “contacted” and “qualified”.
Five message templates
Up to five email or call-outline templates covering acknowledgement, first contact, reminder, quote follow-up and respectful closure.
Ownership and timing rules
A simple service standard for business hours, owner assignment and escalation when someone is unavailable.
CRM task setup
One supported task sequence or reminder workflow inside your existing CRM.
Team handover
One 45-minute walkthrough and a short checklist for using the process.
How we work
A clear path from brief to delivery.
Review the missed moments
Look at enquiry handling and the questions customers ask before they are ready to decide.
Write useful follow-up
Make each touchpoint answer a question or clarify a decision. Avoid repeated pressure with no new information.
Put the routine in the team’s hands
Assign the tasks and demonstrate the process with sample records before using it with real enquiries.
Build a useful follow-up rhythm.
- 01Enquiry context
- 02Helpful reply
- 03Agreed next step
- 04Status updated
What it could look like
A practical business example.
After a home services quote, a follow-up can explain availability and answer a common scope question. After a SaaS demo, it can share the specific workflow the buyer asked about. A generic “just checking in” message offers less help and makes it harder to learn why the deal stalled.
Illustrative scenario, not a client result or forecast.
What success means
Look for useful outcomes.
You receive a repeatable process and reusable templates. Track time to first response, contact rate, appointments and quote outcomes. Your team still handles conversations, negotiation and service delivery.
Price and boundaries
CAD $599 one-time
One journey in an existing CRM. Sales calls, appointment-setting labour, cold outreach, SMS charges and CRM subscriptions are not included. Customer preferences and opt-outs must be respected.
Prices are in Canadian dollars, before applicable taxes. Extra work and third-party costs require an agreed scope. Individual-service prices are separate from V12 introductory offers.
Start with the right fit.
Tell us what you want to improve and what is already in place. We will confirm whether this scope fits before you commit.
Start a conversation →Questions before you start
Know what you are choosing.
Will you answer our leads?
This project builds the process and templates. Your team responds to customers; a managed sales desk is not included.
Can we use it without a CRM?
We can supply the documented routine and templates. Automated reminders require a compatible existing system.
How do we get started?
Tell us your goal, current website and preferred service. We confirm fit, access, scope and a start date before work begins. Taxes and any separately approved third-party costs are additional.
How this fits into V12
Explore the connected systems behind this service: Lead follow up, Sales enablement.
Read how the V12 framework works to see how we choose priorities across your business.