Skip to content

Playbooks

From enquiry to consultation: the first 48 hours

Most studios do not lose work at the proposal. They lose it in the first two days after someone gets in touch, while the enquiry waits for a proper reply. This playbook is for those two days: the first message, the four questions that matter, the booking, and the follow-up that most studios never send.

26 September 2026 · 11 minute read

In this playbook

  • Copy-ready first replies for WhatsApp and email, including out of hours
  • Four qualification questions that do not sound like a form
  • A scoring rule that tells you who to book, who to nurture and who to decline
  • A day 2, 5, 9 and 14 follow-up sequence, written out

Why the first reply decides more than the portfolio

A homeowner who is ready to build rarely contacts only one studio. They send the same message to three or four, usually in the evening, and then they wait to see who takes them seriously. The portfolio got you onto the list. The reply decides whether you stay on it.

The studio that answers first with something useful sets the frame for the whole conversation. It is the one asking the questions, suggesting the next step and holding the calendar. The studio that answers on Tuesday with a beautifully written paragraph is answering a conversation that has already moved on.

Step 1: The first reply, inside the hour

The first reply has three jobs. Acknowledge the person by name. Show that you actually read what they wrote. Ask one question that moves the conversation forward. Resist the urge to send the company profile, the fee range or three paragraphs about your design philosophy. They asked you something; answer it and ask one thing back.

WhatsApp, first reply to a new enquiry

Hi [Name], thanks for getting in touch with [Studio]. A [villa / apartment interior / extension] in [area] sounds like exactly the kind of work we do. So I can point you to the right person: is the plot already yours, and roughly when are you hoping to start?

Out of hours, sent automatically

Hi [Name], thanks for your message. The studio is closed right now, but I have seen this and [Principal] will reply personally by [10am tomorrow]. In the meantime, here are three recent [villa] projects that might be useful: [link].

Notice what the out of hours reply does not do. It does not pretend a person is replying at midnight, and it does not leave the enquiry in silence. It names a real time, names a real person, and keeps the client looking at your work rather than a competitor's.

Step 2: Qualify on four things, in conversation

Every enquiry that turns into a good project answers four questions well: is there a site, is there a budget, is there a real reason for the timing, and is the scope the kind of work you do. You need all four before you spend an hour on a call. You do not need them in the first message, and you should never ask them as a list.

The four things to establish, and a way to ask each that sounds like a person
What you needWhat you are listening forHow to ask it
SiteOwned, under offer, or still lookingIs the plot already yours, or still being finalised?
BudgetA build budget, even a rough rangeAre you thinking closer to [lower figure] or [higher figure] for the build itself?
TimelineA date driven by something realWhat is driving the timing: a lease ending, a school year, a permit?
ScopeA match with the work you doIs this a full new build, or working with an existing structure?

The budget question works because it offers two anchored figures instead of asking for a number. People who will not answer "what is your budget?" will happily say "closer to the first one". Pick the two figures from real projects in your market so either answer tells you something.

Step 3: Score it, then route it

Once the four answers are in, score one point for each that is clearly met. The score decides what happens next, and it takes the emotion out of the decision. A three or four gets your time now. A one or two gets nurtured, not ignored. A zero, or a scope you do not do, gets a kind and quick no.

What to do with each score
ScoreWhat it meansWhat to doWithin
3 or 4Real project, real clientOffer a consultation with specific timesSame conversation
1 or 2Early, or unsureSend one useful project or article, then follow up on day 524 hours
0, or wrong scopeNot your projectDecline kindly, refer if you can24 hours

Write the score next to the enquiry in whatever you track leads in, even a spreadsheet. After a month you will know which channels send you threes and fours, which is worth far more than knowing which send you the most messages.

Step 4: Book the consultation in the same thread

The most common place a good enquiry dies is between "let's talk" and an actual time in the calendar. "Let me know when suits you" hands the client a task, and tasks get postponed. Offer three specific times, or a booking link, in the same message that proposes the call.

Proposing the consultation

That all sounds like a good fit for us. The next step is a 30 minute call with [Principal] to walk through the site and what you have in mind. I can do [Tuesday 4pm], [Wednesday 11am] or [Thursday 6pm], or you can pick any time here: [booking link].

Reminder, 24 hours before

Hi [Name], looking forward to speaking tomorrow at [time]. If you have a site plan, photos or a few reference images, send them over beforehand and [Principal] will look at them first.

Reminder, 1 hour before

Hi [Name], speaking in an hour. Here is the link: [meeting link]. If anything has come up, just reply and we will move it.

The 24 hour reminder does double duty. Asking for the site plan and references gets the client invested before the call, and a client who has sent you photos turns up.

Step 5: Follow up on day 2, 5, 9 and 14

When an enquiry goes quiet, most studios send one polite nudge and then let it go. Silence is almost never a no. It is a client who got busy, is comparing options, or is waiting on something you cannot see. It belongs to whoever is still there, pleasantly, when the moment comes back.

A follow-up sequence for an enquiry that has gone quiet
DayPurposeWhat to send
2Gentle checkA one line message asking if they saw your question
5Add something usefulOne relevant project, or an article that answers a question they will have
9Make it easierOffer a ten minute call instead of messages
14Close the loopA friendly last message that makes replying easy
Day 2

Hi [Name], just checking my last message reached you. No rush at all, happy to pick this up whenever suits.

Day 5

Hi [Name], thought this might be useful while you are planning: [project or article link]. It is a [villa] on a similar sized plot, and the section on [approvals / budget] covers the question most clients ask at your stage.

Day 9

Hi [Name], if messages are hard to keep up with, a ten minute call might be easier. I am free [Thursday afternoon] if that helps.

Day 14, the last one

Hi [Name], I will stop chasing so I am not cluttering your messages. If the project comes back to life, just reply here and we will pick it up straight away. Good luck with it either way.

The day 14 message gets more replies than any other in the sequence, because it asks nothing and releases the pressure. Clients who were meaning to reply often do so the moment you stop asking.

Step 6: Decline well

A fast, generous no is good business. The person you decline today is often the person who refers a friend next year, and they will remember that you told them honestly and quickly rather than letting them wait.

Declining a project that is not a fit

Hi [Name], thank you for thinking of us. Honestly, a project of this [size / type] is not where we do our best work, and you deserve a studio that specialises in it. [Studio or person] would be a good place to start. If you ever take on a [villa / larger project], we would love to hear from you.

What to measure

  • Time to first reply, in minutes, for every enquiry
  • Enquiries to consultations booked, as a percentage
  • Consultations to proposals sent
  • Proposals to signed projects
45%proposal win rate reported for architecture firms in the most recent studyDeltek Clarity, 47th annual A&E Industry Study, FY2025

That win rate is measured on proposals, which is the end of the funnel. Most small studios lose far more at the start, between enquiry and consultation, and never see it because nobody counts the enquiries that went quiet. Count them for one month and the leak usually becomes obvious.

Sources

  • Deltek Clarity, 47th annual A&E Industry Study, 896 firms, FY2025 data, published May 2026

Get more of the right enquiries

Tell us how work reaches your studio today and we will show you where it drops.

About your studio

Where you practise

Team size

Main work, pick any

What's stopping new work from arriving?

Your answers go to a private sheet and to the founder's inbox, and are used only to reply and follow up. The newsletter is opt in. See our Privacy Policy.

Rather have it running for you?

ScaleArc runs the growth side of the studio for you: found in search and in AI answers, every enquiry answered, qualified and followed up, in your voice.

Talk to the founder