Design Study
Enquiry-to-follow-up workflow blueprint
A reusable automation blueprint: capture, qualify, notify, record and follow up, with a human check for exceptions.
Design Study Not a client project. Shown to demonstrate approach and craft.
Context
Enquiries arrive through a website form, WhatsApp, calls and social DMs. Without a single list, some are always missed.
The problem
No shared record, no reminders, and the owner finds out about a lead hours later, or never.
Objective
Design a simple, reliable workflow that any small business could adopt with tools they already use.
Role
Workflow design by Orbit Hive.
Constraints
Tool-agnostic blueprint. Implementation depends on each business’s tools and volume.
Approach
- One intake point per channel feeding a single sheet or CRM
- Basic qualification questions before notification
- Instant owner alert, plus a reminder if nobody replies in two days
- Exceptions (missing contact, spam) routed to a person
Technical notes
Can be implemented with form tools, Google Sheets, WhatsApp Business, email and an automation platform or small serverless functions.
Outcome
No measured outcome to report. This is a design study, not a client deployment. We only publish results we have actually measured.
What we learned
The follow-up reminder is the part owners value most. It is simple, but it is the step that usually gets skipped.
Next-step ideas
Package the blueprint as a fixed-scope setup for local businesses.
More work
Keep exploring
Concept WebsiteNila Kaapi Co. — café menu with WhatsApp ordering
A mobile-first menu where customers build an order and send it straight to the café on WhatsApp.
Concept WebsiteAaranya Homes — builder website with a customer progress portal
Package comparison, project stories and a portal where home buyers see weekly construction photos.
Design StudySmileCare Dental — concept clinic redesign
A deliberately dated “before” page and a redesigned clinic site with WhatsApp appointment requests.
Want something like this for your business?
Tell us what you have in mind. We’ll explain what a first version could look like, honestly and in plain language.