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Small research organizationIn use

Turning a small team’s busywork into a system

Follow-up, data and messaging that used to be done by hand now run on their own, using the tools the team already had.

800+
detailed responses in the first six weeks
1
master copy for the website, print and reports
0
new platforms needed

The project in brief

  1. The problem

    People filled out the form and never heard back. Data was messy, and the same text was copied by hand everywhere.

  2. What we built

    Automatic follow-up, clean data, and one master copy feeding every channel, all on tools the team already had.

  3. The result

    A personal email to every respondent, a clean opt-in list, and 800+ detailed responses in six weeks.

How it works

Each response
Web formFixed choices; shows text from the master copy
SpreadsheetEvery answer saved
Follow-up emailSent automatically
Matched web pageBased on their answers
Quality analysisWhat to fix first
↺ Improves the web form
Each text edit
Master copyThe organization’s own words, edited in one place
One-step updateCarries the text word for word
Website sheetReady to paste
Print materials
Partner reports
Event handouts
Website sheet → pasted into the matched web pages by hand, then checked word for word
Each response triggers a follow-up and improves the form. Text is edited once and carried everywhere.

Before and after

  • Follow-up
    Before

    Nothing after the form

    After

    A personal email to every respondent

  • Data
    Before

    Free text, cleaned by hand

    After

    Ready to analyze the moment it arrives

  • Messaging
    Before

    Copies drifting apart

    After

    One master copy, checked word for word

  • Reliability
    Before

    Failures could go unnoticed

    After

    Every email’s delivery recorded

People stay in control

  • Every word people read is written by the team, never by AI.
  • Website text is checked automatically against the master copy.
  • Live changes are made by a person.

Could this work for you?

Any business with a quote form, intake form or survey that deserves a reply.

What task keeps landing back on your desk?

Tell us about it. We’ll start with a short conversation to see whether there’s a useful project.