Limited pilot program • Ireland

Faster replies to quote enquiries. More jobs won.

Vertex builds practical automation for construction businesses — focusing on response speed, follow-up consistency, and a clear pipeline for every enquiry.

Minutesinstant acknowledgement
3 & 7 daysfollow-up sequence
One pipelineall leads organised

Designed for small & mid-sized contractors (Dublin and nationwide). Remote setup available.

Pilot Implementation

Outcome

Your enquiries become a simple system: captured → replied to → followed up → tracked.

  • Centralised lead capture
  • Instant reply templates + questions
  • Automated follow-ups
  • Pipeline dashboard (New → Won/Lost)

Free first step: 15-minute audit call + 3 quick wins tailored to your workflow.

Core offer

One clear pilot implementation — built to prove ROI quickly.

What’s included in the pilot

  • Discovery call + workflow mapping
  • Lead capture (email + website enquiries)
  • Instant auto-reply setup (with qualifying questions)
  • Follow-up sequence (Day 3 / Day 7)
  • Simple pipeline dashboard + handover

We can start using Gmail + Google Sheets (no heavy software required).

Best fit for

  • Teams receiving regular quote requests
  • Businesses losing leads due to slow replies
  • Owners who want visibility and control
  • Companies that want to grow, not just stay busy

If you already have a CRM, we can still plug into it.

Optional modules

Add these only if they make sense for your workflow.

Quote Draft Generator

Create consistent quote drafts and PDFs from a simple input.

  • Branded quote template
  • Scope + exclusions structure
  • Faster turnaround

Multi-Channel Intake

Bring website, email, and messages into one pipeline.

  • Standardised capture
  • Less missed enquiries
  • Cleaner workflow

Weekly Reporting

Simple overview of enquiries, quotes, and wins — weekly.

  • KPI snapshot
  • Lead source visibility
  • Pipeline health check

What changes after setup

Faster replies → better follow-up → more quotes won.

Before

  • Enquiries scattered across email/messages
  • Slow reply time (hours/days)
  • Missed follow-ups
  • No clear pipeline view

After

  • Every lead captured into one pipeline
  • Instant acknowledgement + key questions
  • Follow-up sequence runs automatically
  • Clear visibility of what’s closing
Response timefrom days → minutes
Follow-upfrom random → consistent
Visibilityfrom guessing → pipeline view

How it works

Short, clear process. Minimal disruption.

1

Audit

15–30 min call to understand your enquiry and quoting workflow.

2

Build

Set up capture, templates, follow-ups, and a pipeline dashboard.

3

Test

Run test enquiries and tweak until it’s clean and reliable.

4

Launch

Go live + short training for you/your team.

Typical timeline

Most pilots go live in 7–14 days, depending on complexity.

Week 1: Audit + build Week 2: Test + launch
Book the audit call

Pricing

Pilot pricing while the workflow is being refined.

Optional modules can be added if needed after the initial pilot is live.

Book a call

Tell me what you do and how you handle quote requests today.

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