Leads are not being followed up
Find where enquiries get lost and what a basic follow-up system should cover.
01 · What is usually happening?
Enquiries arrive on calls, WhatsApp, email and through visitors. Each one is noted in a different place, so a lead that was promised a callback can sit untouched for days.
By the time someone remembers, the customer has already given the work to a supplier who answered first. The business never learns what it lost.
The question people usually ask“Why do we lose enquiries?”
The more useful question“Which enquiries are waiting for us, and who owns the next move on each?”
02 · Common causes
- 01Enquiries are logged in several places, or not at all
- 02Nobody is named as the owner of a new lead
- 03Follow-up depends on someone remembering
- 04There is no rule for how fast a customer gets a first reply
- 05Quotes go out but nobody checks whether they were read
- 06Lost leads are never reviewed, so the pattern stays hidden
03 · What to check now0 of 7 checked
04 · What good looks like
- 01Every enquiry goes into one list, whatever channel it came from.
- 02Each lead has one named owner and a next date.
- 03A first reply goes out the same day.
- 04Quotes are followed up on a set day.
- 05Won and lost enquiries are reviewed once a month.
- 06The owner sees the list, not just the wins.
05 · Where this connects
This rarely stays in one department
What it can lead to: Work goes to a competitor and nobody knows it happened.
Start from a problem
Work flows left to right, top to bottomKEYMost important for manufacturing
These support every part of the business
Problem
Leads are not being followed up
Usually connected to
How it spreads
- Customers & Sales
What it can lead to: Work goes to a competitor and nobody knows it happened.
lamplamp could log each enquiry from WhatsApp, calls and email in one list.
06 · Related processesCustomer order to confirmed delivery
Related guidesHow to stop the owner becoming the company helpdesk
08 · lamp
lamp could keep this moving
lamp is not available yet. These are things it is being built to do.
- lamp could log each enquiry from WhatsApp, calls and email in one list.
- lamp could remind the owner of each lead the day before its follow-up is due.
- lamp could draft the first reply for your approval.
- lamp could show which quotes have gone quiet.
Does your business handle this differently?Tell us what we have missed: a cause, a check, or a better way of handling it.
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