Stop losing enquiries. Prove it with your own numbers. 12 front desk systems.
12 practical playbooks to find out how many calls, forms and messages you really miss, then answer, qualify and book every one the same way (by you, a person or an AI), follow up the ones that slip, and measure the result with a 30-day before-and-after test.
Read a free sample playbook first (PDF) →
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Built to be used, not read once
Measure first
Start with a one-week missed-enquiry test on your own business, so you know your real 'before' number.
One workflow, every channel
A blueprint, three-question script, booking link and hand-over rules used on phone, forms, WhatsApp and DMs.
Proof, not promises
The last playbook repeats the same test after 30 days and turns it into a one-page before-and-after report.
What's inside
Map it and measure it 4 playbooks
Find out what you're missing before you change anything
- Run the missed-enquiry test on your own businessYou know, from your own numbers, how many calls, forms and messages go unanswered and how long people wait. This is your 'before' figure.1 hour over one week · Free
- Write your front desk blueprintOne page that says how every enquiry should be handled: what to answer, what to collect, when to book and when a person takes over.1–2 hours · Free (any AI assistant helps you draft it)
- Decide what AI handles and what goes to a personWritten rules for which conversations an assistant or AI can deal with, and which go straight to you or a named person, with how fast.45 minutes · Free
- Choose the right answering setup for your sizeYou've picked how calls and messages will be answered (voicemail and WhatsApp, a person, a call answering service or an AI receptionist) based on your own numbers.1 hour · Free to decide
Answer, qualify, book 4 playbooks
Every enquiry handled the same way, on every channel
- Qualify every enquiry in three questionsEvery new enquiry gets the same three short questions, a short summary and a clear next step, whoever or whatever answers.45 minutes · Free
- Book straight into your diary, with remindersReady customers can pick a real slot, get an instant confirmation, and get a reminder before the appointment.1 hour · Free to low cost
- Web forms, WhatsApp and DMs handled the same wayEvery written enquiry gets an instant acknowledgement, the same three questions and the booking link, whichever channel it comes from.1 hour · Free
- Set up and test an AI receptionist safelyIf you chose an AI receptionist, it's set up from your blueprint, tells callers it's an AI, follows your hand-over rules and has passed a set of test calls before going live.Half a day, plus testing · Depends on the provider (check current pricing)
Follow up and prove it 4 playbooks
Win back the ones that slipped, and show it worked
- Follow up enquiries that didn't bookEveryone who enquired but didn't book gets a short, polite follow-up at set times, without breaking UK marketing rules.1 hour to set up, 10 minutes a day · Free
- Bring back customers who haven't returnedPast customers who haven't been back in a set time get a useful, relevant reminder, sent within the rules.1–2 hours to set up · Free to low cost
- Ask every customer for a review, and handle unhappy ones fastEvery completed job or appointment gets a thank-you and a review request, and anyone unhappy reaches a person quickly.45 minutes · Free
- Prove it worked: your 30-day before-and-afterA one-page report, from your own numbers, comparing the test week before you started with the same test 30 days later.1 hour over one week · Free
Every playbook gives you
- The outcome, time needed, cost and tools, before you start
- Why it matters, in plain English
- Numbered steps you can tick off
- Ready-to-copy templates and prompts
- A "done when" checklist
- Common mistakes to avoid
- Search across every playbook
- A 90-day roadmap so you know what to do first
The honest bit
This is a self-serve guide, not a done-for-you service. You follow the steps in your own accounts, so nothing needs our access or your passwords. It works with any phone setup or AI provider; if you'd rather have it done for you, that's the ClawbitAI service. Rules on marketing messages, call recording and reviews are kept to the basics with pointers to the ICO, CMA and Google's policies; it isn't legal advice. No results are promised: the test shows you your own. The Vault is new, so there are no customer reviews yet. If it isn't what you expected, email matthewcreighton181@gmail.com and Matthew will put it right.
12 playbooks · 23 templates · 90-day roadmap · instant access