Please check these honestly:
☐ Every enquiry receives a human response within 15 minutes
☐ Enquiries are acknowledged even if pricing isn’t ready
☐ There is a clear “next step” given after first contact
☐ We never ask for information without explaining why
If you failed 2 or more:
Fix this before touching follow-up automation.
Please check these honestly:
☐ We only quote jobs we actually want
☐ Scope is confirmed before pricing
☐ Assumptions are written down, not implied
☐ The client knows exactly when to expect the quote
Silent losses usually happen here.
Please check these honestly:
If a quote is sent, do you have rules like these?
☐ Same-day acknowledgement after sending a quote
☐ A scheduled follow-up date agreed in advance
☐ One reminder before assuming “no”
☐ A clear close-out message (yes or no)
No rules = guessing = leakage.
Do not automate yet if:
Enquiries are slow to respond to
Scope is unclear
Quotes are inconsistent
Only automate when:
The front end behaves predictably
Outcomes are visible
You know what “good” looks like
Once the above is stable:
Follow-up systems actually work
Win rates improve without more leads
Automation amplifies results instead of hiding problems
That’s when a Sprint makes sense.