The documented flow connects enquiry allocation to annual reminders and servicing correspondence.
From the system's allocation records.
1,800enquiries allocated to installers each year
From the system's allocation records.
The enquiry remains connected to the servicing cycle.
Servicing automation connects site enquiries to installer allocation and annual reminders, supporting recurring bookings from a continuing lead record.
- Sector
- Home heating services
From site enquiry to annual correspondence.
Key
The system in words
A site enquiry enters the lead lifecycle record and reaches the supplier portal for installer allocation. Annual reminder jobs lead to servicing correspondence through transactional email. Magic links provide portal access.
Mandate
Each enquiry reaches an installer and returns each year.
The commercial objective was to route each enquiry to an installer and support recurring servicing bookings. The home heating service receives its initial enquiries through site forms.
System
A continuing lead record connects the annual booking.
Seichō built a lead lifecycle record connected to a supplier portal. The record carries the enquiry into installer allocation. Scheduled annual reminders and transactional email support repeat servicing bookings from that continuing record.
Controls
Magic links provide access to the supplier portal.
Suppliers reach the portal through magic links. Deterministic reminder jobs support the annual servicing cycle. The source documents these functions without further evidence of portal access controls.
How the result is measured.
Related studies examine the adjoining decisions.
- Servicing automation
- Enquiry allocation, supplier access and recurring reminders
The following work addresses related records and decisions.