One-time setup
Inquiry Follow-Up Setup
Every inquiry gets a clear owner, a status and a next step, in a tool your team already uses. We set it up with you, test it and hand it to the person who runs it. Payment milestones are confirmed in writing before kickoff.
- Who it’s for
- You run an established service business with recurring inquiries or quote requests.
- What it helps with
- A named owner and next action for every inquiry, with client-approved replies and an escalation rule so the requests that need you still reach you.
- Price
- $1,500 USD · one-time fee; payment milestones agreed in writing
Who it’s for
A good fit if
- You run an established service business with recurring inquiries or quote requests.
- You already use a supported platform where inquiries arrive.
- A team member is ready to own follow-up.
What’s included
The order
- Workflow: One recurring inquiry or quote workflow
- Platform: One supported platform you already use
- Operator: One team member who owns follow-up
On this order
- A process map with a visible owner, status and next action
- Up to five client-approved reply templates
- An escalation rule, so the requests that need you still reach you
- At most one simple native reminder (a manual reminder is a valid option)
- Five normal and exception test cases, and an operator demonstration
- A walkthrough and an editable guide you keep
- One consolidated revision
- A 30-minute usage review about 14 calendar days after acceptance
What’s not included
- Custom integrations or multi-platform builds
- CRM migrations
- Running your inbox day to day, or ongoing staffing
- Guaranteed leads, sales or revenue
Paid separately
Third-party costs and applicable taxes, disclosed before work begins.
Acceptance proves setup readiness, not sustained independence or a business return.
How it works
- You
Ask us to check it.
Send a request for a free 15-minute fit check. Sending doesn’t book a call, reserve work or start paid service.
- PrimeBridge
We confirm it in writing.
We reply about fit, then confirm eligibility, capacity, scope, terms and a start date in writing. Nothing is paid or started before that.
- You and PrimeBridge
Agree the payment method.
Confirm the payment method separately after the scope and written terms. Online service checkout is disabled.
- Day 1
Agree the next step.
Choose one inquiry workflow, confirm the rules and agree what a successful setup must do.
- Days 2–3
Build in your tools.
Set up clear ownership, statuses and up to five approved replies in one existing platform.
- Day 4
Test the exceptions.
Check five normal and exception cases, including when a request needs your decision.
- Day 5
Put your team in control.
Your operator demonstrates the steps. We review acceptance and hand over your editable guide.
When does day 1 start? On a reserved date, once scope, approved information, working access and operator availability are confirmed. If your team needs longer to review, we can agree seven business days for the same scope and fee before starting.
What we need from you
- About one to two hours of owner and operator time, plus prompt reviews
- Approved rules and reply wording
- Working access to the one platform you already use
- An operator who is available during the setup
Timing and terms
- Timing and payment
- Five-business-day target, starting only after documented readiness and a reserved start date
- Payment
- One-time fee; payment milestones agreed in writing.
- Acceptance
- The agreed status and routing rules work.
- Approved templates are available to the team.
- Five normal and exception cases pass.
- Your operator demonstrates the steps.
- After delivery
- A 30-minute usage review about 14 calendar days after acceptance.
- Before any payment
- We confirm eligibility, scope, capacity and written terms before payment. Plan enrollment and checkout are unavailable; the agreed payment method must be confirmed separately. An inquiry does not book a call, reserve a start date or start paid work.
Overlapping work is deducted in the agreed scope, not charged twice. There is no automatic bundle discount. Our terms of service apply where they fit.
Questions
Is this right for my business?
The setup is for an established service business with recurring inquiries or quotes, one supported existing platform and someone ready to own follow-up. We confirm the actual problem before recommending a scope. It organizes demand you already receive; it does not promise new leads or recovered sales.
When do the five business days start?
We agree a reserved start date after scope, approved information, working access and operator availability are confirmed. Prompt reviews are needed. If your team needs longer to review, we can agree seven business days for the same scope and fee before starting. Delays or failed checks lead to a documented revised date, not an automatic pass.
Will I need to buy new software?
Inquiry Follow-Up Setup uses one supported platform you already own, with at most one native reminder where useful. Manual reminders are a valid option. Required subscriptions or usage costs are disclosed separately. Custom integrations, CRM migrations and multi-platform builds are not included.
How much time will you need from us?
Plan for about one to two hours of owner and operator participation, plus prompt reviews.
What does acceptance prove?
The agreed status and routing rules work, approved templates are available, five normal and exception cases pass and your operator demonstrates the steps. This proves setup readiness, not sustained independence or a financial return. Corrections, retesting and final-payment treatment are agreed in writing before work begins.
Does the setup include AI-generated replies?
No. Inquiry Follow-Up Setup uses client-approved templates. AI reply drafting, custom assistants and custom integrations require separate scope and a separate quote. A person checks AI drafts and approves each reply before sending.
What happens after delivery?
You keep ownership of your accounts and the work delivered. The setup includes a 30-minute usage review about 14 calendar days after acceptance. That is a brief review, not ongoing support. No recurring plan is included in the standalone setup. Care tests an inquiry form; workflow monitoring or Growth + Follow-up requires its separate scope.
Not answered here? Ask in your fit-check request, or email pb@primebridgeenterprises.com.
Ask about this order. We’ll check it before you pay.
Request a free 15-minute fit check and describe what you want to improve. We reply about fit, scope and availability. This is a request, not instant booking.
Message for PrimeBridge
Re: Inquiry Follow-Up Setup
Or email pb@primebridgeenterprises.com. Asking doesn’t book paid work.