Starter kit
The Small Business Digital Setup
Build clearer business systems with a 27-page guide, editable workbook, six printable checklists and a ready-made folder starter.
£29View guide
Business systems kit
Enquiries & Clients
A practical system for following up enquiries and bringing new clients onboard.
First Edition / 2026
ZIP kit: PDF, XLSX and TXT · 18 pages · Immediate digital download after payment. Complete ZIP kit delivered securely to your account library. · Use within one business. Adapt the messages for your own client work. Do not resell or redistribute the complete kit.
£29
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Instant access after payment · Secure customer library · Personal-use licence
Give every enquiry a clear next step
Customer requests arrive through different channels. Follow-ups depend on memory, proposals sit unanswered and new clients start without the information you need. This kit helps you create one repeatable process for capturing the request, agreeing the next action and preparing accepted work.
A practical process from enquiry to client onboarding, using tools you already have.
What you'll be able to do
After working through the guide, you'll be able to:
- 01One enquiry register with owners and next actions
- 02Calculated overdue and due-today follow-up flags
- 03Consistent discovery and proposal routines
- 04A separate client onboarding tracker
- 05Eight adaptable response messages and an intake questionnaire
About this guide
Build a clear process from the first enquiry to accepted work and client onboarding. Use the practical guide to choose your stages, responsibilities and next actions. Run the process with an editable Excel tracker, six printable checklists, eight response templates and an intake questionnaire. The tracker includes blank Enquiries and Clients sheets plus fictional examples. It supports 100 enquiry records and 100 client records, with calculated follow-up flags and summary counts. It does not send emails, reminders or automatic updates between sheets.
Look inside
Preview the Enquiries & Clients kit
Read five preview pages, including the process map, kit contents and tracker instructions.
What is inside
- Map the enquiry-to-client journey
- Capture enquiries from the channels you monitor
- Use the tracker and follow-up flags
- Respond and assess fit
- Run discovery and write a clear proposal
- Follow up and record the decision
- Create a linked client record
- Onboard clients and run a weekly review
Who it is for
Solo service businesses and small teams handling enquiries, proposals and new-client onboarding. People who need a clear process without buying a CRM.
Who it may not be for
This is a manual workflow kit, not CRM software, automated email delivery or a booking platform. The messages are not contracts. It is not designed to store passwords, card details or detailed sensitive records.
What you receive
- Format
- ZIP kit: PDF, XLSX and TXT
- Pages
- 18
- Edition
- First edition · October 2026
- Access
- Immediate digital download after payment. Complete ZIP kit delivered securely to your account library.
- Licence
- Use within one business. Adapt the messages for your own client work. Do not resell or redistribute the complete kit.
- Published
- 4 October 2026
- Updated
- 4 October 2026
Requirements: PDF reader, ZIP extraction tool and Microsoft Excel or compatible spreadsheet software. Formatting and calculations may vary in other spreadsheet apps. The tracker does not send reminders or emails.
Included files:
- Aurelle_Enquiries_and_Clients_Guide.pdf
- Aurelle_Enquiries_and_Clients_Tracker.xlsx
- Aurelle_Enquiries_and_Clients_Checklists.pdf
- Templates/ (eight response messages and one intake questionnaire)
- START_HERE.txt
Questions About This Guide
Do I need a CRM?
No. This kit is designed to work with an Excel tracker and your existing email, calendar and file storage.
Does the tracker send reminders or emails?
No. Follow-up flags and summary counts are calculated in the workbook, but checking the tracker, sending messages and updating stages are manual tasks.
How many records does it support?
The blank Enquiries sheet supports 100 enquiry records and the Clients sheet supports 100 client records. The formulas and summary counts cover rows 11-110. Fictional examples are kept on a separate tab.
How is it different from the starter kit?
The Small Business Digital Setup introduces the wider business setup. This kit goes deeper into capturing enquiries, following up proposals, recording decisions and preparing new clients.
Are the templates ready to send unchanged?
No. Replace bracketed fields, remove optional lines and adapt each message to the actual enquiry and your agreed business terms.
Give every enquiry a clear next step
Use a practical guide, editable tracker, checklists and adaptable messages to create a process you can repeat.
Enquiries & Clients
18-page digital guide
Instant customer-library access
£29
Secure checkout via Stripe · Immediate access after payment
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