Agree the boundaries
Set the purpose, eligible contacts, messages, channels and escalation rules before rollout.
ReviewProsper capabilities
Start with SMS follow-up on your own customer list. Where useful, we can also build enquiry response, quote follow-up and handover workflows around the channels your team uses. We agree the scope before building.
Book a 15-minute coffee with Wade01 / Lead recovery
Reconnect with past customers who may need you again, or people who enquired but never bought. Choose one group, find out what they need now and give your team a clear next step.
Choose one eligible segment → agree the message → capture current interest → hand over the reply.
Illustrative workflow, scoped to your business.02 / Enquiry response
Coordinate new-enquiry and missed-call follow-up so people know what happens next, even when your team is busy.
A missed-call event triggers an agreed follow-up → the customer explains what they need → your team receives a callback task.
Illustrative workflow, scoped to your business.03 / Who to call first
Use questions you agree to understand what the person needs and when. Give your team the conversation and a clear next step. Advice, pricing and eligibility decisions stay with your people.
Capture the need and timing → apply agreed conversation priorities → route a summary and suggested next action. Financial advice, risk, credit and eligibility decisions stay with qualified people.
Illustrative workflow, scoped to your business.04 / Quotes & appointments
Follow up open quotes, prepare people for booked calls and handle changed plans with clear ownership.
Ask whether questions remain → route scope or pricing questions to your team → record the agreed follow-up. A reply is not treated as a sale.
Illustrative workflow, scoped to your business.05 / Connect conversations to your team
SMS, email and website chat support the workflow. Agree the channels and connections to your customer system (CRM) that fit your business, so the team can see the context they need.
Capture the enquiry in chat → ask the agreed questions → pass the context into the agreed CRM workflow → notify its owner. We check integration fit before promising a connection.
Illustrative workflow, scoped to your business.06 / Customer follow-up
Build appropriate customer follow-up and review-request workflows around your business’s service milestones. Keep requests relevant and give your team visibility of replies.
An agreed service milestone starts the workflow → ask for honest feedback or a review → send service questions to your team.
Illustrative workflow, scoped to your business.Managed by Wade
Set the purpose, eligible contacts, messages, channels and escalation rules before rollout.
Give your team the conversation context and a next action. Route uncertainty and exceptions to the nominated owner.
Review replies, handovers and recorded outcomes together. Distinguish conversations from verified sales.
A focused first step
We run a small controlled test on your own list before you commit to ongoing work. We agree the scope with you before starting. Any ongoing work is agreed separately.
A 15-minute coffee with Wade is where we work out whether a test makes sense. Nothing continues automatically.