More likely to qualify an online lead
Businesses attempting contact within one hour were nearly seven times more likely to qualify the lead than those waiting even one hour longer.
Harvard Business Review (opens in a new tab)ADMIN AUTOMATION FOR UK TRADES
Keep new enquiries organised while your team is working.
Connect customer enquiries, acknowledgements, CRM records, follow-up and booking support through one clearly defined workflow.
Enquiry journey
New enquiry
Alex MorganBoiler repair - ChelmsfordThe boiler keeps losing pressure and the heating has stopped.Enquiry received
HubSpot record
Owner notified
Next action ready
Ready for reviewOwner task created with the enquiry details.
For trades businesses that need a clearer route from new enquiry to the next action.
Independent research
Why faster, organised handling matters
Research benchmarks for response speed, supported productivity and digital operating costs.
Average productivity improvement
Customer-support agents using an AI assistant resolved 14% more issues per hour on average.
NBER — Generative AI at Work (opens in a new tab)Productivity improvement for less-experienced workers
The same study found a 34% productivity improvement among novice and lower-skilled support agents.
NBER — Generative AI at Work (opens in a new tab)Average cost reduction linked with digital capability
UK business research linked digital capability with an average 4.3% reduction in costs.
UK Digital Strategy (opens in a new tab)External research provides context; results depend on the business, market and implementation.
Sources and context
- Harvard Business Review: Lead-response research measuring qualification rather than completed sales.
- NBER — Generative AI at Work: A study of 5,179 customer-support agents, not a forecast for trades businesses.
- NBER — Generative AI at Work: The paper reports heterogeneous results, with minimal impact on experienced and highly skilled workers.
- UK Digital Strategy: A broader UK business benchmark covering digital capability, not SiteToWork automation alone.
Two automation routes
Choose the depth of handling your business needs.
Both packages organise the first response. Advanced Automation continues into more detailed ongoing routes.
Basic Automation
Initial enquiry handling without unnecessary complexity.
A clear first-response system that acknowledges the customer, creates the CRM record and tells the business what needs attention.
£399setup£79/monthfrom launch
- One approved enquiry source
- Customer acknowledgement
- Owner notification
- HubSpot contact creation
- HubSpot deal creation
- Basic categorisation
- Urgent-enquiry flag
- Basic error alert
- Defined monitoring
Suitable for: Businesses adopting automation for the first time or needing a reliable first-response process.
Request a free systems reviewAdvanced Automation
Ongoing enquiry management beyond the first response.
For businesses that need follow-up, booking support, reporting and more detailed workflow routes after the initial enquiry has been organised.
£599setup£99/monthfrom launch
Upgrade from Basic Automation for £200 setup and £20/month.
- Everything in Basic Automation
- Follow-up sequences
- Booking support
- Human-review routing
- Customer-status tracking
- Defined reporting
- Multiple agreed enquiry routes
- Missed-response handling
- Advanced error handling
- Ongoing workflow refinement within scope
Suitable for: Businesses needing structured ongoing handling after the first response.
Request a free systems reviewCompare the approach
Initial organisation or ongoing enquiry management?
The difference at a glance
Basic handles the first response. Advanced carries the workflow forward.
Advanced adds agreed follow-up, booking support, human review and reporting after the initial enquiry has been organised.
AreaBasic AutomationFirst-response essentialsAdvanced AutomationBasic, plus ongoing workflow
Main goalCapture, acknowledge and organise the first actionContinue through follow-up, booking support and reporting
Customer acknowledgementIncludedIncluded
CRM creationIncludedIncluded
Follow-upNot includedIncluded
Booking supportNot includedIncluded
Human-review routeBasic or scope dependentIncluded within the agreed workflow
ReportingLimited monitoringDefined reporting
Error handlingBasic alertAdvanced handling and review routes
Price£399 setup + £79/month£599 setup + £99/month
Upgrade difference: +£200 setup and +£20/month.
Interactive enquiry journey
See where each automation route goes.
Basic Automation organises the initial response. Advanced Automation continues into agreed follow-up, booking, review and reporting routes.
Basic route · stage 1
New enquiry
Customer details arrive from the agreed source.
Example stage ready
Control remains visible
Automation should support judgement, not remove it.
The exact route depends on the selected package, the enquiry source and the systems agreed during planning.
Human review
Uncertain enquiries can pause and move to an agreed review route.
Error visibility
Failed actions can create a clear alert rather than disappearing silently.
Existing website connection
Suitable forms on an existing website may connect into the agreed workflow.
Automation questions
Practical answers before connecting a workflow.
Final routes, systems, monitoring and human-review points are agreed before implementation.
What is the difference between Basic and Advanced Automation?
Basic Automation organises the initial acknowledgement, CRM record and owner alert. Advanced Automation adds agreed follow-up, booking support, human-review routes and reporting.
Can you connect my current website?
Potentially. SiteToWork first reviews the existing form, hosting and access before confirming a suitable connection.
Does automation replace staff?
No. It supports repeatable administration and keeps human decisions visible where judgement is required.
Can urgent enquiries be flagged?
Yes, agreed information may be used to flag urgency for the business to review. It does not replace an emergency service or professional judgement.
What happens when the system is unsure?
The route can pause, create a review task or alert the appropriate person, depending on the agreed scope.
Can it connect to HubSpot?
Yes. The packages include the agreed HubSpot contact and deal creation described in the confirmed scope.
Can booking support be added?
Booking support is part of Advanced Automation where the required calendar and workflow are suitable.
What does the monthly payment cover?
It covers the monitoring, maintenance and ongoing allowance defined for the selected package and written proposal.
A better route for new work
Make follow-up visible.
See what a clearer website and enquiry system could look like for your business.
No obligation. Final recommendations depend on your current workflow and existing tools.