Architecture & building design
Anni screens project inquiries, collects documents and books site visits once the basics are in.
What Anni handles here
- Initial screening project type, location, timing.
- Requests documents via link.
- Books initial consultations only once the basics are in.
Typical calls
- Project inquiryNew build, renovation, conversion
- Site visitSlot + address
- Budget rangeRanges only with set rules
- Status / quotenext step + date
SetupHow to prepare for launch4
- Project typesRenovation, new build, conversion, commercial
- Minimum infoLocation, type, timing, photos
- Checklists6–12 items per project type
- Appointment windowsfixed slots per week
WorkflowsWhat Anni actually does4
Project intakeType, location, area, timing, goal → ticket.
Document linkUpload link + checklist (photos, plans, existing structure).
Qualified schedulingInitial consultation only with the minimum info.
Contact routingEach project type goes to the right contact.
IntegrationsData sources and systems3
CalendarSite visits, initial consultations
CRM/ticketingProject pipeline
Document linksUpload, checklist
Integrations with your own systems are available from the Business package.
Measurable impactMetrics that change4
↑Quality of project inquiries
↓Time to initial consultation
↓Follow-up questions
↓Interruptions
Privacy & limitsWhat deliberately doesn't happen2
No binding pricesNo fixed prices without details.
Data protectionPlans via secure channels.
PitfallsCommon mistakes and how to avoid them2
- Advice without detailsDefine the minimum info.
- Documents via WhatsAppSecure upload link.
Frequently asked questionsShort, honest answers2
Can Anni estimate construction costs?Only with clear ranges/rules.
How do you avoid unqualified site visits?Documents first, then the appointment.
