Capture
A new request gets the information needed to begin and an assigned owner.
Inquiry & quote follow-up · service businesses
Know which customer needs the next step.
Leads arrive by phone, email, web form, and referral. Quotes go out while the team is busy with today's jobs. Praxis helps give each opportunity a clear owner, current status, and follow-up path—without making the owner chase every update.
What Praxis puts in place
A follow-up system your team can actually use.
We trace how a request becomes a quote, decision, and job. Then we clarify what needs to be captured, who owns the next step, when to check back, and which exceptions need a person. The right setup may use your current software, an integration, or a focused new tool.
One current recordKeep essential customer, job, quote, and conversation details together.
Clear responsibilityMake the next owner and action visible to the office and the field.
Sensible remindersUse reminders or automation when the underlying status is reliable.
Human judgmentReview unusual requests and customer-facing messages where appropriate.
A simple example
From new inquiry to a known next action.
This is an illustrative workflow, not a claim about a client result or a packaged software product.
Prepare
The team sees what is missing before a quote is promised or prepared.
Follow through
After the quote, the next check-in has a date, owner, and current status.
Escalate
Pricing exceptions, unclear scope, and sensitive replies go to a person for a decision.
AI can help sort an unstructured inquiry or draft a response, but it should not quietly make a commitment. See how Praxis evaluates AI and automation .
Common questions
Make the next step clear.
Do we have to replace our CRM or field-service software?
No. We examine how your tools are used and where the handoff fails. Improving the process or connecting the existing tools may be enough.
Will this send automatic texts or emails to customers?
Only if a specific project calls for it and the message, timing, permissions, and review rules are agreed before anything goes live. A reliable internal next-action view can be the first improvement.
Where should we begin?
If you already know the exact workflow and scope, tell us about it. If several problems compete for attention, the Opportunity Assessment helps prioritize the one worth fixing first.
Less chasing
Show us where follow-up gets stuck.
Walk Phil through one recent inquiry or quote. We'll look for the smallest useful way to make the next action visible.
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