Enquiry capture and handoff
Capture the agreed information, send it to the right place and make the next action clear. Define routing rules and who handles exceptions.
All servicesConnect the tools
Business systems and automation
Connect the tools
behind the work.
Less time moving information. More time using it. Connect your forms, tools and workflows so routine tasks need less manual attention.
Discuss your workflowStart with one recurring task. We look at what your existing tools can do before proposing a custom build.
Where we come in
Ready for a change?
- An enquiry arrives, but the next person has to copy the details into another system.
- The team repeats the same updates across spreadsheets and business tools.
- You need a clearer view of open work, exceptions or follow-up.
What we can help with
Practical improvements to everyday work.
CRM and tool connections
Connect supported systems through their existing features or APIs. Decide which system owns each field and how duplicate or incomplete records are handled.
Reporting and internal tools
Focused dashboards, review queues and small tools for a defined job. Work from available data and agree who keeps it accurate.
Workflow documentation
Document the normal path, access, failure handling and manual fallback. Give the team a practical handoff and a named support owner.
Ways to work together
Choose your
first project.
Map the work
Walk us through one recurring process: where information arrives, who uses it and where the team has to step in.
What you leave with
A process map and a recommendation for changing, connecting or building the tools involved.
Connect one workflow
Link an enquiry form to your customer records, pass an update between tools or build a review queue for your team.
What you leave with
The tested connection, a manual fallback and instructions for the people using it.
Keep it working
Review an existing workflow, investigate failures and plan improvements as your process changes.
What you leave with
Agreed support coverage, documented changes and a clear route for reporting problems.
An example workflow
From a new enquiry
to a clear next action.
An illustrative process for a service business. Your tools, rules and team responsibilities shape the implementation.
- 01
Capture
A website enquiry supplies the information needed for the next step.
- 02
Connect
The agreed details reach the business’s CRM or review queue.
- 03
Assign
A named team member receives the enquiry and owns the response.
- 04
Review
The team checks outstanding items and records the outcome.
If a step cannot complete
Keep a reviewable record, notify the responsible person and use the agreed manual fallback. That exception path is part of the scope.
This is a process example, not an available Sphere product or a client outcome claim.
Working together
Built around the people using it.
- 01
A business owner
Your team names the person who owns the process, approves the rules and decides what should happen when information is missing or an exception occurs.
- 02
A defined connection
We document access and the source of each record, test representative scenarios and make failures visible. Sensitive access is limited to the work agreed.
- 03
An operating handoff
We show your team how to use the workflow and handle exceptions. Ongoing technical support is scoped separately from running your daily operation.
Before we start
A few practical details.
Do we need to replace the tools we already use?
Often the first step is configuration or a connection between your existing tools. We review their capabilities, access and constraints before recommending a replacement or custom software.
What if an automation fails?
The scope defines how failures are detected, who receives the exception and how to continue manually. We test the agreed failure cases and document the support responsibility before handoff.
Can you migrate or clean up our data?
Yes, when the source, volume and cleanup rules are understood. Migration is separately scoped, with sample checks, a recovery approach and business-owner acceptance.
Does this include managing our business operations?
The engagement covers the agreed digital workflow and technical support. Your business retains responsibility for staffing, dispatch, finance, customer decisions and day-to-day operation unless a separate, specific service is agreed.
How do you handle access and ongoing changes?
We agree the accounts, permissions and data needed for the work. Handoff includes access ownership and documentation. New business rules, platform changes and support coverage follow the agreed change process.
Business systems and automation
What’s next
for your business?
Bring the project you have in mind, the problem you want to solve or the work you need to hand over. We’ll talk through what it would take.