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.

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The need

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

Scope

We take it on, you receive it

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

Process

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 work

Mervaks: Can now see which ads bring enquiries for each of its two brands

We run Google and Meta ads for two brands, one residential and one industrial. Phone, WhatsApp and form enquiries are tracked back into the ad accounts, and the two brands no longer bid against each other for the same searches.

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.

How to request an offer

The fee is set out in a written offer once the scope is clear. An offer request is not an order; it creates no payment or commitment.

Tell us what you needUse the form on this page to describe briefly what you want to do.
We clarify the scopeThe person responsible reads your request and sets up a first call.
You receive a written offerScope and fee are agreed in writing before any work starts.

Request an offer

If you have an account

You can also sign in to My account with a one-time code sent to your email address and send the offer request from there. Its status and any written offer prepared for you appear on the same page.

Go to My account

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.

See every step from enquiry to quote, and keep it moving