Give each website enquiry a place to go. Record the details, send an acknowledgement you have approved and notify the person who will respond.
Agreed rules. Visible exceptions. A person in control.
A form submission becomes one enquiry record. An approved acknowledgement confirms receipt, and the owner sees what needs a reply.
A valid submission arrives through an agreed website form.
You approve the wording and recipients before launch. A person qualifies the enquiry, answers questions and keeps its status up to date. An acknowledgement is not a quote or a promise of availability.
A repeated submission with the same reference does not create another enquiry or acknowledgement. Failed or uncertain delivery goes to review before retrying.
Use named, permissioned access rather than sending passwords in an enquiry.
Your website form with Microsoft Lists or Google Sheets, and Outlook or Gmail. Make can connect compatible applications.
Examples are subject to compatibility, subscription and access checks. A connection is confirmed during scoping.
Start with the applications you already use. Review the setup cost, running costs and handover together before you decide to go ahead.
Show me the task you want to improve. I’ll map the steps and quote for connecting your applications, checking the workflow and showing you how to use it. You can review the cost before committing.
A form subscription, business mailbox or paid form connector may be needed. Volume affects the automation allowance.
Your written quote confirms what is included, responsibilities, exclusions and any applicable VAT. Your accounts belong to you, with subscriptions normally paid directly to suppliers.
You receive a workflow map, configuration notes, template copies and a walkthrough. Access is granted through your accounts, with the permissions needed for the job. We agree how CDM access is removed or retained at handover.
For planning, allow approximately £10–£30/month for a small Make-based workflow, excluding existing application subscriptions and CDM maintenance. This is an indicative allowance, not a supplier quote or a guaranteed ceiling. Check current Make plans, usage, currency, billing term and taxes before purchase.
Your team owns day-to-day status updates and reviews failed runs. Optional maintenance can cover agreed monitoring, connection checks and small changes; scope and limits are written into the proposal. Without maintenance, the handover explains how to pause, retry and recover manually. These five starting workflows do not require runtime AI. Any later AI processing needs a separate explanation of purpose, review and charges.
Your website, forms and internal workflow need to work together.