Move to a sale · Sales follow-up and tracking
See every step from enquiry to quote, and keep it moving
We keep a record of which enquiries turn into meetings and which turn into quotes. We set up tracking properly, keep follow-ups on schedule and report regularly on what's working.
What it solves
An enquiry comes in, there's a call, a quote goes out, and then the trail goes cold. Nobody knows which channel actually brings in sales, and customers who needed a follow-up get forgotten. We record every step from the enquiry's source to the quote stage, keep follow-ups on track and report on the outcome.
Who it suits
- Businesses that get enquiries but don't know how many become quotes and sales
- Advertisers who want to see how spend feeds into sales
- Teams that struggle to chase up quotes they've sent
- Businesses where sales and marketing quote different numbers
What we take on
- Defining and recording the enquiry, meeting and quote stages
- A follow-up list and reminders after each quote
- Conversion tracking in GA4 and the ad platforms
- Cookie consent banner and Google Consent Mode setup
- Regular reporting from enquiry source through to quote
What you get
- Defined sales stages and an enquiry log
- Conversion tracking installed and verified
- Tracking that respects the consent banner
- Regular reports on enquiries, meetings, quotes and their sources
How it runs
Your sales process today
We map how enquiries reach you and how meetings and quotes are handled.
Stages and tracking plan
We agree which steps to record and what counts as a conversion.
Setup
We install tracking, the consent banner and the follow-up list, and test that they work.
Follow-up and reporting
We chase open quotes and show what's working through regular reports.
What we need from you
- Logging meeting and quote outcomes, or letting us know
- The access needed to your site, GA4 and ad accounts
- Your approval of cookie and privacy texts
- Telling us when a sale is won or lost
Scope and limits
- We don't promise sales; closing the deal is yours
- Negotiating prices and preparing quotes stays with you
- We don't draft cookie or privacy policies; we use the approved text you provide
- Meetings and sales that aren't logged won't show up in the reports
How it is priced and run
Tracking setup is a one-off project; follow-up and reporting run as an ongoing monthly service. Scope and fee for both are agreed in writing before we start. Alongside ad management and customer response, each enquiry can be traced from its source to the quote in one record.
Related reading
Frequently asked questions
Do you close the sales?
No. Meetings, quotes and closing the deal stay with you. We record each step, prompt the follow-ups and report on the outcome.
Which tools do you use?
For tracking we use GA4, Google Tag Manager and the ad platforms' conversion tools. For logging enquiries and quotes, we pick a tool with you based on what you already use.
Is anything tracked without cookie consent?
No. Tracking is set up to follow the visitor's choice on the consent banner. Cookie and privacy texts are used exactly as you approve them.
How often do I get a report?
Report frequency and content are agreed with you at the start.
Move to a sale
Let’s talk about sales follow-up and tracking
Tell us briefly what you want to do. The person responsible will read it and set up a first call.
Request received
Your request is on record. The person responsible will read it and reply the way you chose.
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