What BOSS looks like inside a business like yours.

Problem

Enquiries come in through three different channels and the first reply takes more than a day. Nobody knows how many cases are being lost along the way.

Previous process

A web form landing in a generic inbox, loose notes after phone calls, and engagement letters rebuilt every time in a text document.

What's implemented with BOSS

A dossier with practice areas, acceptance criteria and reference fees; a website with structured capture; opportunities created automatically in the CRM; a first reply drafted by the agent and reviewed by the firm; engagement letters from versioned templates.

Time to launch

Phased rollout, starting with capture

Expected result

Every enquiry is logged with an owner and next step, the first reply goes out the same day, and engagement letters always say the same thing.

We didn't used to know how many enquiries went unanswered. Now we do, and none of them do.

Problem

The team spends half a day a week chasing documents and answering the same recurring questions.

Previous process

Individual emails requesting documents, spreadsheets to track what's missing, and onboarding quotes calculated differently by each partner.

What's implemented with BOSS

A dossier with services, reference pricing and criteria; automatic reminders for outstanding documentation by client and period; prepared replies for recurring questions; onboarding proposals generated from a template.

Time to launch

Documentation and replies first, then capture

Expected result

Fewer repeated emails, visibility into what's missing per client, and consistent quotes across partners.

The biggest change isn't capture — it's not chasing paperwork every week anymore.

Problem

First consultations get scheduled by message at odd hours, and gaps in the diary go unfilled.

Previous process

Messaging apps for scheduling, manual payment after each session, reminders sent by hand and invoicing done in a batch at month end.

What's implemented with BOSS

A website with approach and terms; an agent that handles the first enquiry; booking against real availability, in person or online; payment or deposit at the time of booking; automatic reminders and invoicing.

Time to launch

Short rollout focused on bookings and payments

Expected result

Less admin time per week, fewer no-shows thanks to reminders, and a fuller midweek diary.

I stopped spending my evenings juggling schedules. That's what the system bought me.

Problem

Many enquiries arrive outside opening hours and acceptable quotes go cold with no follow-up.

Previous process

Reception replying whenever it can, paper quotes with no status tracking, and no-shows going unmeasured.

What's implemented with BOSS

An agent answering treatment questions round the clock using information approved by the clinic; first-visit booking; quotes logged with status; automatic follow-up after a few days; periodic check-up reminders.

Time to launch

Site by site, starting with the highest-volume one

Expected result

No enquiry goes unanswered, quotes get systematic follow-up, and the diary is more stable.

The big change was answering at night and on Sundays without anyone glued to their phone.

Problem

Calls get missed during busy service and events are managed over messaging apps with capacity and menu mistakes.

Previous process

Phone and messaging for bookings, a paper reservations book, improvised group quotes and no customer base of its own.

What's implemented with BOSS

A website with the menu, allergens and hours; an agent answering instantly; booking against real seatings and capacity; group requests handled as an opportunity with a quote and deposit; a customer base of its own with alerts on quiet days.

Time to launch

Short rollout ahead of peak season

Expected result

Fewer bookings lost outside service hours, better-closed group bookings, and a customer list that belongs to the restaurant.

Bookings no longer depend on someone being able to pick up the phone.