Free assessment

Sales systems · Portugal

The enquirycame in.The proposalnever went out.

Every unanswered enquiry is an opportunity heading to a competitor. We bring contacts from your website, WhatsApp, phone and social media into one place, respond faster and follow up with people who have not decided yet.

Fewer forgotten enquiries. More opportunities followed through.

Find out where I am losing enquiriesFree · 3 minutes · instant result
  • A strategy tailored to your business, with AI only where it makes sense.
  • We handle the implementation. You are not left to configure tools on your own.
  • Direct support, from the assessment until the system is running.
01Attract
02Respond
03Move forward
04Reconnect
New message

Hi! I found you on Google. Do you have availability this week?

Agenda IGSolution•••
Next available slot15:30

Initial consultation · new customer

00 / HOW WE WORK

ATTRACT → RESPOND → MOVE FORWARD → RECONNECT

Implementation,not a presentation.

We do not hand over a polished plan or a set of disconnected tools. We map, build and connect every step, and finish when the system is working.

IG WORKFLOW System active
  1. 01
    Google / websiteEnquiry received
  2. 02
    New contactSource identified
  3. 03
    WhatsAppResponse
  4. 04
    CRM / organisationNext step
  5. 05
    Scheduling / proposalAction
  6. 06
    Follow-upOngoing follow-up

01 / SOLUTIONS

Three ways to start, depending on the size of the problem.

We choose the right scale for the problem — a complete system, a priority automation or a standalone product.

Complete implementation

For businesses that receive enquiries through several channels and lose them along the way.

Ideal when
Enquiries arrive through several channels and some go unanswered
Initial focus
Make sure no contact gets left behind

From first contact to the customer's return.

  • ✓Google Business, local SEO, AI search and lead generation pages
  • ✓Campaigns, WhatsApp and intelligent customer service
  • ✓CRM, scheduling, proposals and follow-up
  • ✓Measurement, conversion and workflow improvement
Sales journey
  1. 01Lead generation
  2. 02Response
  3. 03CRM
  4. 04Proposal / booking
  5. 05Follow-up

The system in motion

One workflow.
Four stages.

New contact identified
01 / 04

A new contact enters the system.

Google Business, local search, campaigns, your website and referrals stop generating disconnected contacts. Every enquiry gets a source, context and next step.

02 / METHOD

The process first. Then the technology.

Every project goes through four stages, and you know what you will receive at each one.

01

Map

We identify where enquiries get lost, how your team works today and which tools you already use.

You receive: The priorities to start with

02

Implement

We build the workflow, connect the channels and configure the rules.

You receive: A system that is built and tested

03

Activate

We test with real cases, train your team and put the system to work.

You receive: Your team using the system every day

04

Improve

We track the numbers and tackle the improvements with the greatest impact first.

You receive: Reviews that show what to improve next

A proposal with no grey areas.

Scope, timelines, deliverables and responsibilities are defined from the start. Whenever external services are needed, their costs are listed separately.

Our own standalone product

Agenda
IGSolution.

Fewer no-shows, fewer messages arranging times, more customers coming back.

Bookings, customers, confirmations, waiting lists, follow-up and metrics in one place. It can work on its own or connect to the IG Sales System.

BookingsCustomers / CRMConfirmationsWaiting listFollow-upMetrics
€29/month per businessFirst month free · no card required
◫◎⌁◌
CALENDARToday
+ New booking
Next time slot09:30Confirmed
Operational statusActiveWorkflows connected
Next actionFollow-upAutomatic
Consultation confirmedActive customer
✓
Consultation confirmedActive customer
✓
Available time slotAdd customer
Consultation confirmedActive customer
✓
ReviewActive customer
✓
●
Message answered12 seconds ago
✓
Customer confirmedreminder sent

03 / APPLICATIONS

Examples of systems we can implement.

This is not a fixed catalogue. These are the kinds of operations we can build, connect and improve to suit your business.

01

Lead generation and follow-up

For businesses that receive enquiries through their website, Google, Instagram or WhatsApp.

Illustrative scene of a professional receiving a customer enquiry in their workspaceIllustrative image
New contactQuote request receivedProposal and follow-up
Google / websiteFormQualificationCRMProposalFollow-up
02

Bookings and customer service

For healthcare, wellness, beauty, consulting and training.

Illustrative scene of a professional arranging an appointment at a reception deskIllustrative image
Action confirmedBooking confirmed in the calendarReminder before the appointment
Google / social mediaWhatsAppInitial screeningAgendaReminderReview
03

Internal processes and CRM

For teams that need to organise requests, tasks and statuses.

Illustrative scene of a service team organising requests and proposalsIllustrative image
Next stepRequest with an owner and statusNext action defined
RequestValidationTaskOwnerStatusReport

Illustrative examples of possible configurations. They do not represent clients, guaranteed results or the same scope for every project.

04 / WHO IT IS FOR

We start with the process, rather than the sector.

The system adapts to how an opportunity comes in, moves forward and is followed up by your team.

01

Businesses that receive quote requests

Real estate, construction and technical or professional services: every request gets a source, owner and next action, instead of sitting in an inbox.

02

Appointment-based businesses

Wellness, beauty, training and consulting: fewer manual tasks between the enquiry and the appointment.

03

Teams with repetitive processes

Retail, operations and admin work: requests and tasks move from one person to another without getting lost.

Does your business fit none of these? That is what the assessment is for. Take the assessment

IG Solution

From Porto, we connect every step of your business.

IG Solution implements sales systems and automation for service businesses in Portugal. We connect lead generation, customer service, organisation and follow-up. Agenda IGSolution is our own product for managing bookings.

01

Implementation with a defined scope.

The proposal identifies what will be connected, the deliverables and the tests that will verify it works.

02

AI where it makes sense.

Automation handles repetitive tasks. Exceptions go to your team, which retains responsibility for decisions and customer service that needs a person.

03

Documented workflows.

We document what has been configured, access and limitations, so your team knows how to use and monitor the system.

05 / FREE ASSESSMENT

Find out where you are losing enquiries.

Answer six questions about enquiries and follow-up. You receive an initial assessment with a priority to explore and a possible solution. We confirm what makes sense when we map the process with you.

Start the free assessment Free · 6 questions · 3 minutes · instant result
IG ASSESSMENTFREE

Initial guidance in 3 minutes.

  1. 01
    ContextBusiness model and contact sources.
  2. 02
    OperationsResponse, organisation and follow-up.
  3. 03
    PriorityA process to explore during mapping.

06 / QUESTIONS

What people ask us before getting started.

Straight answers about implementation, tools, AI and working with us.

01Does AI replace my team?+

No. We automate repetitive tasks, initial responses and routing. When an exception, sensitive question or sales decision arises, the conversation is handed over to a person.

02Do I have to stop using my current tools?+

Not always. We first assess what should be kept, connected or replaced. The implementation aims to build on what works and reduce disconnected tools.

03Can I hire you for just one automation?+

Yes. The Automation Sprint resolves one priority process, with a defined goal, timeline and deliverables.

04Can I use Agenda IGSolution without hiring the agency?+

Yes. Agenda IGSolution is a standalone product and can also be integrated into a more complete IG Sales System.

05How are the price and timeline set?+

After mapping your operation, we present a fixed proposal with the scope, deliverables, timeline and responsibilities. Any required costs for domains, hosting, APIs, CRM, email and other external tools are listed separately.

06Is there a minimum commitment or contract term?+

It depends on the project. Any minimum term is stated in the proposal before you start, together with the scope, timeline and price. No surprises later.

07Do you work with businesses outside Porto?+

Yes, with businesses across the country. Assessments, meetings and training are held remotely.

08What happens once the system is running?+

The system is tested, your team is trained, and access and next steps are clearly defined. Future improvements are prioritised based on real use, according to the arrangement agreed for the project.

09Do you also improve visibility in AI search?+

Where it makes sense for the business, we structure pages, answers, local data and trust signals to make it easier to be found on Google and by assistants such as ChatGPT. This improves the foundation for visibility, but does not guarantee rankings or recommendations.

10How are data, access and important decisions handled?+

The proposal identifies accounts, access, responsibilities and external dependencies. Sales decisions, sensitive content and exceptions remain subject to human review. No important decision is left solely to automation.

07 / DIRECT CONTACT

Already know what you need? Choose a channel.

The assessment is still the best starting point. For a direct question, choose WhatsApp, email or Instagram.

Receiving enquiries is just the first step.

It is what happens after they come in.

Find out where I am losing enquiries Free · 6 questions · 3 minutes · instant result