← All automation services

Inquiry-to-Proposal Workflow

Every inquiry deserves a clear next step.

Help your team move from a hotel or venue inquiry to a reviewed proposal. Approved source information, a named owner, and human approval before any customer message.

Diagnostic

Map the workflow

One process · no production build

or

Standard workflow launch

Connect your tools

Configured on your tools · one-time

Ongoing monitoring, maintenance, and improvements can be included in your engagement.

1

Predefined workflow

Up to 2

Supported integrations

Human

Approval before sending

These are scope boundaries, not promised customer outcomes.

Included in the system

The practical pieces your team needs.

One predefined workflow and one business unit
Up to two supported integrations on your accounts
Capture requirements and flag missing information
Prepare drafts using approved source material
Human approval of rates, availability, commitments, and sends
Acceptance tests, exception handling, and team training
30-day stabilization for defects within agreed scope

How it works

A short path from context to launch.

01

Map and confirm fit

Review real inquiries, the existing tools, and a response-time baseline. Confirm whether native features already solve the gap.

02

Build and test

Configure the scoped workflow, test drafts and exceptions, and train the person who owns approvals.

03

Measure and stabilize

Track handoffs, corrections, and support effort. Fix agreed-scope defects during the 30-day stabilization period.

Best fit

Built for teams with repeatable work and a clear owner.

  • Iowa hotel GMs and owner-operators handling repeat group inquiries
  • Venues coordinating events and room blocks
  • Teams with a named approver and approved rate/source documents
  • Businesses with enough inquiry volume to justify the complete cost

Ready to remove this work from the queue?

Tell us about your workflow and current tools. We will help define a useful next step and a clear implementation plan.