Case Study · Business Automation
Automated Enquiry & Scheduling Engine
Delivered for a Perth trade and residential services business struggling to capture and schedule inbound customer inquiries during busy job hours.
Context:
Perth services business receiving 30+ weekly enquiries via voicemail and disjointed email contacts.
Before:
Over 10 hours per week lost to manual transcription, scheduling phone tag, and lost quotes due to delayed response times.
Our Role:
Designed the mobile booking workflow, built API webhook integrations, and connected customer records directly to Google Calendar and CRM.
Delivered:
• Interactive service selector with postcode validation
• Automated SMS and email confirmation to prospective clients
• Team dashboard showing upcoming quotes and booking statuses
• Exception handling alerting the business if an address requires custom review
• Automated SMS and email confirmation to prospective clients
• Team dashboard showing upcoming quotes and booking statuses
• Exception handling alerting the business if an address requires custom review
Outcome:
Initial customer response time reduced from 18+ hours to under 2 minutes. Admin workload cut by approximately 8 hours weekly.
Automated Booking Pipeline
1. Webhook receives form payload
2. Validates Perth metropolitan postcode
3. Creates draft calendar event with route buffer
4. Triggers instant customer confirmation SMS
Tech: Webhooks · Serverless API · CRM Sync
2. Validates Perth metropolitan postcode
3. Creates draft calendar event with route buffer
4. Triggers instant customer confirmation SMS