Enquiries and first contact
We look at whether enquiries are being captured clearly, or arriving across WhatsApp, Facebook, Instagram, email, website forms, phone calls and memory with no single view of what is live or outstanding.
Digital Health Check
Get a clear picture of what to fix first, before you spend in the wrong place.
The Digital Health Check is a structured review of how enquiries, bookings, records, admin, tools and follow-up actually work together in your business.
We look at where things are clear, where they are fragmented, and what should be fixed first before you commit to bigger spend.
Sound familiar?
Most businesses do not feel broken. They just feel harder to run than they should.
You probably recognise at least some of this:
- Messages arriving across WhatsApp, Facebook, Instagram, email, phone and website forms.
- Bookings or job details split between diaries, notebooks, spreadsheets and message threads.
- Payments or extras that need checking in more than one place to feel sure.
- Follow-up that depends on memory rather than a clear, shared view.
- The same questions being answered again and again.
- Too much of the operating picture depending on one person reconnecting the pieces each day.
- Priorities feel fuzzy You know something needs attention, but with enquiries, admin, follow-up and actual work all competing, it is hard to see clearly what to tackle first.
- Good days, brittle days When everything is in your head and spread across multiple places, one change, cancellation or busy period is enough to make things feel harder than they should.
- Spend you cannot justify yet You are thinking about a new website, booking system, Customer Relationship Management (CRM) tool or other software, but you are not confident that is actually the right fix. Spending without clarity is a risk.
If that sounds familiar, the sections below show what the review covers, what you get in writing, and whether an enquiry is likely to be worth it. What the review covers
What a Digital Health Check involves
The Digital Health Check is a structured paid diagnostic. It looks at how enquiries, tools, records, admin and follow-up actually work together, so we can identify what is working, what is getting in the way, and what to prioritise before bigger spend or change.
- Pre-review questionnaire
A focused questionnaire to capture your current setup, enquiry routes, tools, frustrations, customer flow and priorities. Takes around ten minutes.
- 30 to 45 minute review interview
A structured conversation to understand how the business actually runs day to day, not just what appears online. We look at what is working, where things feel messy, and what you would like to change.
- Outside-in digital footprint review
A practical look at what a customer or prospect is likely to see through your website, social media, search presence and enquiry route. We look at how the business appears before anyone makes contact.
- Operational interpretation
We review the questionnaire, interview and online findings together to identify friction, repeated effort, gaps, risk and commercial priority. This is where patterns become visible.
- Written report and priority roadmap
You receive a plain-English written report showing what is working, what is not joined up, what matters commercially, and what to fix first. Structured, clear and written to be used, not filed away.
- Optional follow-up call
A short follow-up to clarify findings, answer questions and decide whether any next step is useful. No obligation to proceed further.
What the review looks at
Customer records and working information
We look at where customer details, job notes, treatment records, booking history or follow-up information actually live, and whether that information is easy to find when it is needed.
Tools, systems and touchpoints
We look at what tools the business currently uses, what each one is doing, whether they support each other, and where gaps create repeated effort or uncertainty.
Admin, payments and repeat checking
We look at whether payments, invoices, extras or financial records require repeated checking across messages, bank apps, notebooks or spreadsheets to get a clear picture.
Workload, handover and continuity
We look at how much of the operating picture depends on one person's memory, availability or live awareness, and what that means for continuity, resilience and capacity to grow.
Commercial priority and what to fix first
We identify which issues matter most commercially, what the right order of change is, and what should not be bought or rebuilt until the priorities are clear.
What you come away with
The analysis behind a Digital Health Check is thorough. We look across your enquiry flow, current tools, customer records, admin habits, communication routes and follow-up points, then turn that into a distilled written report in plain English.
Not a data dump. Not a generic slide deck. A document you can read, keep, share with a supplier or team member, and return to when deciding what to change and in what order.
The report may include observations on where enquiries are being lost or delayed, where customer or job information is split across too many places, where admin or payment checks are creating repeat work, and which changes should happen first. It can also highlight what should not be bought, rebuilt or automated yet, so you have a clearer order of action before spending.
Inside the report
Executive summary
A plain-English view of how the business currently operates, where strain is building, and what matters most, written so it can be shared and acted on.
Priority roadmap
A clear order of action that separates what should happen first, what can wait, and what should not be bought or rebuilt until the picture is clearer.
What should live where
A practical view of where key information should sit, so the business stops checking multiple places to find one answer.
Friction and next-step opportunities
A specific view of where time, follow-up, admin, payments or coordination are being lost, and what changing them could mean commercially.
Why that matters in practice
Fewer missed enquiries
A clearer view of how leads arrive, where they are tracked and what tends to fall through, so the business stops losing work to channels it has lost sight of.
Less repeated checking, clearer admin
A practical view of where customer details, payments, invoices and job information actually need to live, so you stop confirming the same thing in three places to feel sure.
Less reliance on memory
A view of what is currently held in one person's head, and where that quietly limits resilience, handover and capacity to grow.
Better order of action before spending
A clear sense of what to fix first, what can wait, and what should not be bought or rebuilt until the priorities are settled.
Example output
How the review helps you move forward
The finished report does not include every note, assumption or raw observation. It turns the review into a clear written view of what matters: where the business is working, where friction is building, what should change first, and what should wait.
Why this helps before bigger spend
Before committing to a new website, booking system, CRM, automation tool, marketing supplier, software platform or agency, the review helps you understand whether that is really the right next move, and if so, what it actually needs to do for the business.
A Digital Health Check reduces the risk of paying for the wrong fix, duplicating what already works, or rebuilding around a problem that was never fully understood.
Intelixa is not tied to a particular website platform, CRM system, booking tool, automation product, software provider or agency route. The review is there to help identify what the business actually needs before a supplier or system is chosen.
You still choose what to do next. The review is there to make that choice informed, not to steer you into a particular programme of work.
Fragmented vs joined-up working
The same tools can either sit as separate islands or connect into something easier to run and explain.
When things stay fragmented
Enquiries in messages. Bookings in a diary. Customer notes in a notebook or spreadsheet. Payments checked in the bank. Follow-up held in memory. Website separate from how work actually happens.
When working is more joined-up
One clear enquiry route. A trusted customer record. A visible booking or job view. Payment status easier to confirm. Follow-up visible before it is overdue. Website and systems that support the way work actually moves.
This is likely to help if:
Practical situations, not sector categories or company size.
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Enquiries from several channels, unclear after the first reply
WhatsApp, Facebook, Instagram, email, website forms, phone calls, and no single view of what is live.
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The full picture is split across notes, inboxes, and spreadsheets
Bookings, jobs or appointments confirmed in messages but recorded somewhere else, or not at all.
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Something feels inefficient, but the real cause is hard to name
It could be the website, a tool, the enquiry process, or a handoff between steps, and fixing the wrong layer wastes money.
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You are weighing a major change and want an independent read first
New website, CRM, booking system, software platform or supplier: you want a clear picture before you commit.
A practical review, not a generic opinion
Intelixa reviews are led by a commercially experienced director with hands-on background across sales, operations, technical delivery and business systems. The report is not produced from a generic checklist. It is written from a working understanding of how enquiries, people, systems, admin and decisions actually connect inside a business.
Ready for a clearer picture?
Introductory price: £495 until 30 September 2026.
A structured paid diagnostic for practical service businesses that want a clearer view before bigger spend.
Enquiry
Short details help us respond usefully. There is no obligation.