Available
How the work actually runs
- Source and campaign recorded
- Immediate acknowledgement sent
Available
Lead & Quote Management
We run the whole journey — capture, qualification, quote, follow-up and booking — as one managed system on retainer. You do the jobs. We keep the pipeline moving.
Connected capability
Lead & Quote Management workflow
01 / 06Enquiry captured
Bring website forms, calls, WhatsApp, paid campaigns, referrals, and manual opportunities into one commercial view.
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Lead & Quote Management workflow
Enquiry captured
Bring website forms, calls, WhatsApp, paid campaigns, referrals, and manual opportunities into one commercial view.
How the work actually runs
- Source and campaign recorded
- Immediate acknowledgement sent
First contact
Route each new opportunity to an owner with a clear response standard and the context needed to act.
How the work actually runs
- Contact task and deadline created
- Preferred channel respected
Qualified
Confirm service fit, location, urgency, scope, budget context, and decision process before expensive sales time is committed.
How the work actually runs
- Qualification status recorded
- Suitable appointment or next commitment booked
Quote active
Keep every survey, proposal, and live quote visible with value, decision date, owner, and next action.
How the work actually runs
- Quote stage and value visible
- Follow-up agreed before the conversation ends
Won or lost
Record the commercial outcome and the real reason so future demand, offers, and follow-up can improve.
How the work actually runs
- Won revenue attributed to source
- Lost reason captured and reviewed
Reactivated
Return suitable dormant opportunities to the pipeline when timing, capacity, or the offer changes.
What changes after Tiqva
- Warm pipeline is not forgotten
- Reactivation is measured separately from new demand
A practical operating system for the complete sales journey.
- Demand sources and conversion routes are mapped before volume is increased.
- Every new enquiry receives an immediate acknowledgement, an owner, a stage, and a dated next action.
- Qualification, appointments, quotes, and follow-up follow agreed entry and exit rules.
- Source, value, outcome, and reason-lost reporting improve campaigns, offers, scripts, and team performance.
What creates more commercial momentum.
- Faster useful first contact.
- Consistent qualification across the team.
- A defined commitment at every stage.
- Proactive follow-up on every active quote.
What becomes stronger over time.
- Response standards by source, service, and urgency.
- Qualification scoring based on value and fit.
- Quote follow-up by stage and buyer preference.
- Source-to-revenue reporting and team coaching.
Delivery scope
- Lead-source and pipeline audit
- Conversion and quote landing pages
- Smart enquiry forms
- Immediate email and task automation
- CRM pipeline configuration
- Appointment and survey booking
- Quote follow-up workflows
- Commercial dashboard and monthly review
Who this helps most.
- Established trade and home-improvement firms generating regular quote enquiries.
- Teams handling leads across several people, locations, or channels.
- Owners who cannot reliably see which opportunities need attention or which sources create revenue.
What changes.
The business has one working view of new enquiries, qualification, appointments, quotes, follow-up, value, outcomes, and reasons lost.
- Faster response
- Owned next actions
- Source-to-revenue visibility
Google Ads Management
Google Ads managed against booked jobs, with campaigns, quote pages, tracking, and lead-quality review connected.
AvailableWebsite Design & Management
Search-focused websites and quote pages designed as an active part of the revenue pipeline.
Private BetaTiqva CRM
A focused CRM for enquiries, active quotes, next actions, pipeline value, and commercial outcomes.
Your next step