Choose up to five enquiries or quotes that need a next action. Use anonymised examples if you prefer.
FREE 20-MINUTE FOLLOW-UP RESET
Get your next five follow-ups dated in 20 minutes.
A guided ClearRoutine setup for a limited pilot of UK service businesses. No card, no CRM migration and no review required.
15 pilot placesTwo appointments per working dayA place is confirmed only by email
Apply for a free setupWHAT HAPPENS
Guided, private and deliberately small.
You keep control of the screen and the business information. ClearRoutine guides the routine; it does not take a copy of your inbox or customer list.
Record the useful facts, choose realistic dates and complete one short review together.
Keep using the free core workspace. Seven days later, optional private feedback is requested.
A GOOD FIT
For a small service business with follow-up work already in motion.
- You handle enquiries, estimates or quotes
- You want a simple visible next-action routine
- You can bring up to five examples yourself
- You are comfortable using a browser-based workspace
NOT INCLUDED
No migration project or professional advice.
- No inbox access or automatic customer messages
- No customer-list upload or data-entry service
- No legal, tax, accounting or compliance decisions
- No promise of sales, replies or recovered revenue
APPLY IN ABOUT TWO MINUTES
Tell us only what is needed to arrange the setup.
The free session is not payment for a review. Feedback is optional, requested separately after genuine use and never published automatically.
Keep customer information out of this form.
Use broad categories rather than names, contact details, financial records or confidential case information.
PLAIN ANSWERS
Before you apply.
Is the setup genuinely free?
Yes. There is no card requirement, purchase condition or review requirement. Places are limited because each session is guided personally.
Do I need to move away from my existing tools?
No. This is a small follow-up reset, not a CRM migration. Keep the records and systems you need.
What happens after the free session?
You may keep using the free core app. If a paid ClearRoutine tool fits a specific need, it may be explained separately without pressure.
Will my feedback become a testimonial?
No. Private feedback and permission to use exact testimonial wording are separate choices. Nothing is published automatically, and permission may be declined.