PORTFOLIO DEMONSTRATION

Enquiries, ready for the next step.

A working demonstration of enquiry capture, requirement extraction, reply preparation and lead tracking in one dashboard.

Open demo dashboard

The working Enquiry Desk dashboard with sample leads, qualification status and extracted requirements — Enquiry Desk, using fictional sample enquiries.

Designed for: Agencies & service businesses
Workflow: Enquiry handling & follow-up
Project type: Interactive portfolio demo

The enquiry arrives.
The admin follows.

A new business opportunity often creates a string of small tasks before anyone can respond.

Read and organise

Understand the request, collect contact information and decide which service could help.

Fill in the gaps

Find out whether the budget, timing and requirements are clear enough to move forward.

Reply and remember

Prepare a useful response, update the lead record and keep the next action visible.

Follow the enquiry through.

Select a part of the workflow to explore what the demonstration does.

An enquiry becomes a lead record.

Choose a sample or enter a fictional enquiry. The dashboard stores the original message alongside the contact and business details.

The demo enquiry inbox showing fictional contacts and lead statuses — A screenshot of the working demonstration.

Different enquiries.
Different next steps.

A useful workflow recognises when it has enough information and when it needs to ask another question.

The incoming enquiry

Northfield Creative

We are a creative agency with 12 people. Website leads are copied into HubSpot manually and follow-ups get missed. We want to automate lead capture and follow-up. Our budget is £3,000 and we would like to start within 3 weeks.

Fictional sample business

The suggested next step

Qualified

Service identified: Lead & enquiry automation, Workflow automation
Budget: £3,000
Timeline: within 3 weeks

Review the requirements and arrange a discovery conversation. Qualification is provisional until a person confirms fit.

These examples use the same rules-based analysis as the dashboard. A person reviews the result and decides whether the opportunity is a fit.

Editable suggested reply in the demo dashboard with Save reviewed draft and Copy reply controls — The reply is editable. Saving it does not send an email.

A draft you can work with.

The suggested reply acknowledges the request and asks for missing information, or proposes a discovery conversation.

In the dashboard, visitors can edit the wording, save a reviewed draft and copy it. The lead’s status can then be updated separately.

Keep the person in control.

There is no automatic sending. Reviewing the requirements and reply is part of the workflow.

Your tools. One connected workflow.

Enquiry handling can extend into the tools your team already uses. Explore how each could fit into a tailored implementation.

HubSpot CRMContacts & follow-ups

Create or update contacts, attach an enquiry summary and organise follow-up tasks.

GmailEnquiries & reply drafts

Bring email enquiries into the workflow and prepare replies for a team member to review.

Google SheetsLead logs & reporting

Record lead details in a shared spreadsheet for reporting or a lightweight enquiry pipeline.

Google CalendarDiscovery appointments

Check available times and create a discovery appointment once the customer agrees.

SlackTeam notifications

Notify the right team member when a lead needs attention, with its summary and suggested next action.

These are integration possibilities, illustrated for this portfolio project. The demo does not access accounts, create bookings, send messages or sync external data.

What you can try.

This project demonstrates a business workflow through a working interface. It is separate from our client case studies.

Create and inspect enquiries

Start with built-in examples or add a fictional request of your own.

Manage the lead inbox

Search records, filter by status, archive leads and export the current view to CSV.

Review and prepare replies

Edit drafts and save your changes in the current browser.

Could your enquiries
work like this?

We can map your process and tailor enquiry handling to your business, team and tools.

Discuss your workflow