Most lost sales are lost to silence, not to price. Automation can make sure every enquiry gets a quick answer and a follow up, with a person still in charge.
What to automate
Automate the steps that are the same every time.
- Acknowledging an enquiry within minutes
- Drafting a quote from a price list
- Reminding you to chase after three days
- Moving the lead to the right stage
What to keep human
Read and approve every quote before it is sent, and write the first reply to a complicated request yourself. Customers can tell when nobody is paying attention.
Measure it
Track how fast you reply, how many quotes are accepted and how many leads go cold. Change the automation when the numbers say it is not helping.