Capture enquiries properly
Bring calls, forms, messages and bookings into one organised place, so your client is not chasing enquiries across inboxes, phones and spreadsheets.
For web and creative agencies
Help your clients turn more enquiries into customers
Without hiring another team, learning a new discipline or handing their relationship to a stranger
You build websites that help businesses look better, explain what they do and attract the right people.
But once somebody fills in a form, phones the business or asks for a quote, the website has done its bit. What happens next is where things often begin to wobble.
Enquiries sit in inboxes. Calls are missed. Quotes go quiet. Review requests depend on somebody remembering. Past customers are rarely contacted again.
That is where I can help.
You can refer clients who need better lead capture, follow-up, CRM, customer communication or practical AI systems. Or you can stay involved and co-deliver the work with me.
You keep the client relationship. Everybody knows who is doing what. Nobody has to pretend I am an unnamed member of your team called “Technical Dave”.
Book an Agency Partner Chat
Relaxed 15-minute Zoom chat. No sales ambush.
Your agency
Website
Attracts visitors
Enquiry
Form, call, message
Me
Follow-up
Consistent, organised
Customer
Booked and looked after
What happens next?
You built the website. What happens after somebody enquires?
A good website can attract attention and encourage somebody to take the next step.
But it cannot help much if:
- enquiries disappear into a shared inbox
- nobody follows up quickly
- calls are missed while the team is busy
- quotes are sent and never chased
- appointments depend on phone tennis
- happy customers are never asked for reviews
- old customers are forgotten
- different tools do not speak to each other
- the owner is relying on memory, sticky notes and mild panic
Your client may assume this is something the website should somehow solve.
You may know it needs a proper lead-handling or follow-up system, but it is not necessarily a service you want to build, maintain or support yourself.
That does not mean you have to turn the opportunity away.
What I can help with
Give your clients a better next step
You can bring me in when a client needs help with the parts that sit around the website.
Follow up consistently
Put a simple follow-up process around new enquiries, quotes and appointments, including people who were interested but not quite ready to buy.
Respond when nobody is available
Make sure missed calls do not become missed opportunities, using follow-up or voice AI to answer questions, take messages, book appointments or transfer calls.
Build trust more deliberately
Help your client build trust more consistently through better review requests, clearer customer communication and more obvious next steps throughout the buying process.
Create systems that remember
Replace “someone really should follow that up” with a simple system that keeps track of enquiries, customers and the next useful action.
The technology may include CRM, email, text messaging, automation or voice AI.
But the point is not to sell your client more software.
The point is to stop good opportunities quietly wandering off because nobody followed up.
Two simple options
Two straightforward ways to work together
You do not need to become a reseller, learn a new platform or add another complicated service menu to your website.
There are two simple options.
Refer a client
You make a warm introduction when you spot a suitable opportunity.
I handle the initial conversation, proposal and delivery directly with the client.
You remain the trusted agency that introduced the right specialist, and an agreed referral payment is made where appropriate.
This works well when you want to help the client without becoming involved in the systems work yourself.
Co-deliver the project
You stay involved in the client relationship and continue leading the work that sits within your expertise.
I join the project as the lead capture, follow-up, CRM or AI systems specialist.
Before anything is presented to the client, we agree:
- who is responsible for each part
- how the client communication will work
- how the work will be priced
- how each party will be paid
- what happens after the initial project
The client gets joined-up support without wondering who is doing what or why three different people have suddenly sent them calendar links.
Book an Agency Partner Chat
Relaxed 15-minute Zoom chat. No sales ambush.
Clear from the start
This is not white-label delivery
You will not be asked to present my work as your own.
And I will not pretend to be an anonymous member of your internal team.
White-label arrangements can work for some businesses, but this partnership is built around clarity.
Your client should understand who is involved, what each person is responsible for and where the specialist knowledge is coming from.
That makes communication simpler, protects everybody’s reputation and usually leads to a much healthier working relationship.
Why it could make sense
What is in it for your agency?
A partnership should create something useful for your business too. Otherwise, it is just networking wearing a slightly smarter jacket.
By introducing a trusted specialist, you can:
- solve more of the client’s real problem
- make the website project more commercially valuable
- help clients get better results after launch
- offer extra capability without hiring internally
- say yes to work you might currently turn away
- create additional project or recurring revenue
- deepen your relationship with existing clients
- stay involved without taking responsibility for unfamiliar technical work
- strengthen your position as the agency that sees the wider picture
You do not have to become an automation agency.
You simply need somebody reliable to bring in when the opportunity appears.
Your relationship stays yours
Your client relationship stays protected
Referring somebody you have spent years building a relationship with requires trust.
Quite right too.
You need to know that the person you introduce will behave professionally, communicate clearly and avoid treating your client list like an unattended buffet.
The partnership is built around a few simple commitments.
No competing website pitch
I will not promote or offer website design services to clients you refer.
This partnership is specifically focused on lead capture, follow-up, CRM, customer communication, automation and practical AI systems.
No going behind your back
I will not approach your client independently about unrelated services.
If I spot a wider opportunity, I will discuss it with you first.
No surprise expansion
The agreed scope remains the agreed scope unless everybody decides otherwise.
Your client will not suddenly find themselves halfway through a much larger project they did not ask for.
Clear communication
You will know what is happening, what has been agreed and what the next step is.
Confidentiality, referral and non-solicitation arrangements can also be documented before you introduce a client.
Your relationship remains yours.
Opportunities you may already recognise
The sorts of client situations you may already recognise
You may already have several suitable opportunities sitting inside your client base.
The trades business missing calls
Your client is on site most of the day. Calls are missed, messages are forgotten and potential customers move on to the next company.
A better call-handling and follow-up system could help them respond without constantly stopping work.
The company sending quotes into silence
Your client prepares good proposals but rarely follows up after sending them.
A simple quote follow-up process could keep the conversation moving without making them feel pushy.
The professional firm relying on referrals
Your client has a strong reputation but no organised way to track enquiries, ask for reviews or stay in touch with potential clients.
A straightforward CRM and follow-up process could make their existing reputation work harder.
The appointment-based business playing phone tennis
Your client spends too much time arranging, confirming and rearranging appointments manually.
Online booking, reminders and better call handling could make the whole process easier for everyone.
The business with happy customers and six reviews
Your client does good work. Customers regularly say lovely things.
Unfortunately, they usually say them privately and then vanish back into civilian life.
A simple review-request process could turn more of that goodwill into visible proof.
The established business ignoring past customers
Your client has years of customer data but rarely contacts anybody after the original sale.
A careful reactivation or repeat-customer campaign could uncover opportunities already sitting inside the business.
A sensible fit for both sides
Could this partnership suit your agency?
This could be a good fit if you:
- build websites, brands or digital experiences for service businesses
- care about what happens after the website goes live
- are sometimes asked about CRM, automation, AI or follow-up
- have clients who lose track of enquiries or quotes
- want to offer more capability without employing another specialist
- value direct, honest communication
- prefer open collaboration over hidden subcontracting
- want to protect the client relationship
- are interested in adding useful recurring services
It may be less suitable if you:
- want anonymous white-label fulfilment
- already deliver advanced CRM and automation work internally
- are mainly looking for the cheapest technical subcontractor
- want to hand over the client and disappear entirely
- expect somebody else to carry all the delivery responsibility invisibly
Nobody needs to force a partnership that does not fit.
That rather defeats the point.
A simple process
How the partnership works
Have a short conversation
You book an Agency Partner Chat and spend 15 minutes discussing your agency, the clients you work with and the sorts of opportunities you come across.
There is no formal application process and no expectation that you arrive carrying a five-year partnership strategy.
Identify a suitable opportunity
You spot a client who may need help with enquiries, follow-up, customer communication, CRM or voice AI.
You can talk the situation through with me before making any introduction.
Choose the right approach
We decide whether a straightforward referral or a co-delivered project makes more sense.
Agree the details
Before the client is involved, we agree responsibilities, communication, pricing and how everybody will be paid.
Introduce the client
The client receives a clear introduction explaining who I am and why you believe the conversation could help.
Deliver the work
I handle the agreed specialist work while keeping you informed and respecting the client relationship.
Book an Agency Partner Chat
Relaxed 15-minute Zoom chat. No sales ambush.
Clear before anyone is introduced
Commercial arrangements
Every project is slightly different, so you will not be squeezed into a bronze, silver or aggressively shiny platinum partner tier.
Depending on the opportunity, the commercial arrangement may include:
- a referral payment
- a share of the initial project revenue
- recurring commission
- separately invoiced areas of delivery
- a jointly presented proposal
The arrangement will always be agreed clearly before you introduce the client.
No vague promises. No mysterious spreadsheet appearing three months later.
Meet the person you will be introducing
A specialist you can trust in front of your clients
I’m Andrew McEwan, The Savvy Marketing Guy.
I have spent more than 25 years helping small businesses make better use of websites, marketing, technology and customer communication.
My work now focuses on the parts many businesses struggle to join together:
- lead capture
- CRM
- enquiry and quote follow-up
- marketing automation
- review processes
- customer communication
- voice AI
- practical uses of AI
- simple systems that reduce reliance on memory
Because I understand both websites and the wider customer process, you will not need to translate everything through three layers of technical jargon.
I work in plain English, treat clients like people and understand that your reputation is attached to every introduction you make.
I’m based in the Scottish Borders and work with agencies and businesses throughout the UK.
Book an Agency Partner Chat
Relaxed 15-minute Zoom chat. No sales ambush.
Straight answers
Frequently asked questions
A useful conversation, not a commitment
Could you help your clients get more from the websites you build?
You do not need to offer every service yourself.
You simply need to know who to bring in when a client needs help beyond the website.
Book a relaxed 15-minute Agency Partner Chat and see whether there could be a sensible way to work together.
No hard sell. No white-label mystery. No assumption that every client needs seventeen automations and a robot answering the kettle.
Just an honest conversation about where you may be able to help each other and, more importantly, help your clients.
Book an Agency Partner Chat
You will be taken to the booking calendar below.
Choose a time that works
Book your Agency Partner Chat
Choose a suitable time for a relaxed 15-minute Zoom conversation.
You do not need to prepare anything. The chat is simply an opportunity to learn a little about each other, the clients you work with and whether there could be a useful fit.