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About This Automation
Enquiry-to-booking management involves receiving prospect inquiries across multiple channels, qualifying leads, checking availability, and manually confirming bookings. Manual handling creates delays, missed follow-ups, and lost bookings when staff are unavailable to respond quickly.
Automation captures all enquiries, qualifies leads instantly, suggests available times, and creates booking records automatically when prospects respond. The result is faster confirmations, higher conversion rates, and less administrative overhead.
Key features
Capture enquiries from email, web forms, and social media into a single inbox
Score leads as genuine or spam and flag low-confidence submissions for review
Suggest available time slots based on your live schedule
Create booking records automatically when prospects select a time
Send confirmation and reminder messages without manual composition
Track booking status and prospect response times in real time
How The Automation Works
The full workflow, from trigger to completion.
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1. Enquiry Receivedtrigger
New enquiry arrives via website form, email, or social media and is captured by the automation platform.
2. Extract and Qualify Lead
The automation parses enquiry text, extracts prospect name, contact details, and service interest, and scores the lead as genuine or spam.
3. Check Availability
Automation queries to find the next 3 available time slots for the requested service.
4. Send Personalised Confirmation
Automation sends a personalised confirmation email with prospect name, service details, and available time slots.
5. Create Contact
Automation creates or updates the prospect record with all extracted details and tags them as 'Awaiting Booking Confirmation'.
6. Trigger Follow-up Sequence
Automation schedules a follow-up email to send 24 hours later if the prospect has not yet booked.
7. Notify Team
Automation sends a notification to the sales team with the prospect name and service interest so staff can monitor for booking confirmation.
4 reasons to map this process
1
It's completely free
No credit card, no commitment. Map your process and walk away with a full build plan.
2
You get a complete build plan
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
3
You see your real numbers
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
4
There's no obligation to build
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.