SHERYL AUTOMATES
Interior design workflow example
Lead capture · faster response · mobile-first follow-up

Capture the enquiry. Respond sooner. Keep the opportunity moving.

Bring leads from connected forms and approved channels into one workspace. AI can acknowledge, collect approved details and help with appointment booking while the team controls advice, quotations and decisions.

Good morning.

Here is what needs attention today.

New lead capturedSource recorded · acknowledgement prepared
Consultation at 2:00 PMRequirements and conversation summary available
Estimate ready for reviewStored items used · human approval required
Quotation follow-up dueNext action visible to the sales owner
One example sales journey

From lead capture to appointment, quotation and handover.

This is an example—not a fixed template. The final workflow is mapped around the company’s actual channels, staff, messages, stages and approval rules.

01Lead is capturedConnected website form, social source or business WhatsApp.
02Response starts soonerAn approved acknowledgement is sent and the owner is notified.
03Details are collectedAI can ask approved questions and hand over when judgement is needed.
04Appointment is bookedA suitable consultation path and available calendar can be offered.
05Estimate is reviewedStored products or templates can speed preparation; people approve pricing.
06Follow-up stays visibleAgreed reminders support the sales-to-project handover.
The right owner for every step

Automation assists. People stay in control.

Automation

Handles predictable steps

Organises records, creates tasks, sends agreed reminders and moves work through approved stages.

AI assistant

Helps with everyday context

Answers from approved information, collects details, summarises conversations and prepares useful first drafts.

Your team

Uses judgement

Controls advice, scope, pricing, negotiation, approvals and important customer relationships.

Lead capture and follow-up

Give every new enquiry a clear next step.

Support the customer journey

  • Capture leads from connected and approved sources
  • Start an approved reply and collect agreed information
  • Support appointment booking and visible sales follow-up
  • Keep the quotation and project handover easier to track

Keep the team in control

  • Review the customer’s needs and decide the right advice
  • Approve pricing, scope and important financial decisions
  • Handle exceptions, negotiation and relationships personally
  • See which enquiry or follow-up needs human attention
A practical next step

What happens after a new lead contacts your business?

We can look at the path from first enquiry to response, appointment, quotation and project handover—and identify which part may be most useful to improve first.

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