Reports and privacy
Know what is working, and keep customer data safe.
Each month, a short report in plain words: how many enquired, how fast they were answered and how many booked. Customer data kept safe.
Show me how
You see how many people enquired, how fast they were answered and how many booked, in plain words and in money terms. Customer data is collected with consent and can be exported or deleted on request, as privacy law requires (POPIA in South Africa, UK GDPR in the UK). Each month we suggest one thing to improve.
Free 30-minute call · nothing to sign
Before and after
What changes for your customer.
- Busy month
- No idea what worked
- Guessing
- Busy month
- A plain monthly report
- One thing to fix next
What it does
A live view and a short monthly report on enquiries, reply times and bookings, with customer data handled the way POPIA and UK GDPR require.
- A live dashboard of enquiries, reply times and bookings
- A short monthly report in plain words, with the value in money terms
- Consent captured on every form, as POPIA and UK GDPR require
- Customer data that can be exported or deleted on request
- One clear suggestion each month on what to improve
Step by step
How it works.
Your website, inbox and diary feed one place, so the numbers come from what really happened.
Enquiries, reply times, bookings and where customers came from. Nobody fills in a spreadsheet.
A short report in plain words on what moved and why, ending with one thing to improve.
Consent on every form, data requests handled, and a record kept in case anyone asks.
Who does what
Your part is small.
Show me who does what
You
- Tell us which numbers matter most to you
- Read the monthly report, it takes a few minutes
- Pass on any data requests you receive
- Decide which suggestion to try
Us
- Connect your website, inbox and diary
- Build the live view and the monthly report
- Add consent and opt-outs to every form
- Set up export and delete for data requests
- Suggest and test one improvement each month
Timeline
Live in 10 working days.
Counted from the day you sign off the plan.
Before day 1
- CallA free 30-minute call about how enquiries reach you today.
- MapThe Operations Map: where your time and money leak, in numbers.
- PlanA fixed quote in writing. You sign it off and day 1 starts.
10 working days
- Day 1
- Day 2
- Day 3
- Day 4
- Day 5
- Day 6
- Day 7
- Day 8
- Day 9
- Day 10
- BuildWe connect your sources, build the live view and check every number with you.
- TestYou and your team try it before any customer sees it.
- LiveIt goes live on day 10, and we watch the first weeks closely.
Each month: a short report in plain words, with one thing to improve.
Questions
What people ask.
How many people enquired, how fast they were answered, how many booked and what that was worth. Then one suggestion for next month.
No. The report comes to you. The live view is there if you want to look.
No. We build consent, opt-outs and data requests into the system. For legal questions, speak to your own adviser.
See what it would do for you.
A free 30-minute call. We look at how enquiries reach you today and show you what we would build first.
Nothing to sign.