Agent template · Sales
Answer every enquiry while they're still on your website
Leads go to whoever replies first. This agent reads each form submission, drafts a reply to what they actually asked, suggests a call and reminds you to follow up if they go quiet.
How it works
- 1
Someone fills in your enquiry form.
- 2
The agent drafts a two-paragraph reply that answers their question and suggests a call, with your booking link if you have one.
- 3
It creates a task to follow up in two days if they haven't replied.
- When it runs
- When a form is submitted
- Works with
- Forms, Email, Contacts and deals
- You fill in
- Which form (leave empty for any), Sign off as, Booking link to suggest
Why it helps
- Every enquiry gets a real answer, not an autoresponder
- Never asks for something they already told you
- Follow-up tasks mean nothing slips through
Hi Tom, Thanks for getting in touch about a refresh of the Harbour Café website. A Shopify rebuild like that usually takes us 4 to 6 weeks, and we'd keep your current menu pages as they are. Would a quick call this week help? You can pick a time here: [booking link] Sam at Acme Studio
What the agent is told
No black box: these are the instructions it starts with, and you can change any of them. Anything it writes for someone else waits for your approval until you say otherwise.
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Set up “New enquiry → fast first reply” in two minutes
Create a free account, fill in a few blanks, and it starts working.