Keep the important enquiry details together.
Calls, web enquiries, and messages can leave customer details scattered across places. I help trades businesses work out what to capture, where it should go, and how a person will review it. Based in Milan, I work remotely with clients across the UK, US, Canada, Australia, and beyond.
Working remotely with UK home-service businesses and elsewhere. I’m based in Milan, Italy; no UK office or local in-person coverage is claimed.
Lead capture for home-service businesses
Lead capture is the process of collecting agreed details from a new enquiry and putting them somewhere the business can review and act on. A useful setup starts with the channels and records already in use, then defines the smallest practical set of fields and handoffs.
The enquiry is easier to act on when its context is easy to find.
A name on its own may not explain the job. The business may need the issue, location, timing, preferred callback method, and urgency to decide what to do next. Collect only what is useful for that decision.
Map how enquiries arrive
List current routes such as phone calls, website enquiries, or business messages, then confirm which can be connected reliably.
Agree the details to capture
Choose practical fields for the trade and workflow, including how to handle missing information and duplicate enquiries.
Put the record where it will be reviewed
Agree the destination and owner for each enquiry, then test the record and handoff with sample cases.
Designed around the tools and rules you actually use.
Before anything is built, we’ll map the current process, choose one useful improvement, agree the scope, then build and test it against realistic examples.
- Which enquiry sources are in scope and accessible through their providers?
- Which details are necessary, and how long should they be kept?
- Who reviews and updates each record, including duplicates or incomplete submissions?
- A captured enquiry is not an accepted job or confirmed appointment.
Connections, message channels, consent wording, data handling, and local requirements depend on the business and its providers. They’re checked during scoping; the pages here describe possible work, not a ready-made or production system.
Before we start
Can this connect to my existing CRM or spreadsheet?
Possibly, depending on the product, access, and available integration method. We would confirm that during scoping before promising a connection.
Will it qualify every plumbing job automatically?
It can organize agreed information, but job suitability and urgency still need the business’s review. A person confirms scope, price, travel, and attendance.
What customer data should be collected?
Only details needed for the agreed purpose. We would review access, retention, and provider requirements as part of the implementation scope.
What happens when a new enquiry comes in?
DM “CALLS” on Instagram with your trade and the steps you use today.