1. Identify
Find where good enquiries stall.
Bring a few recent enquiries. We trace who replied, what they asked, what went into the CRM and where the follow-up stopped. That gives us a real first task to fix.
Review recent leads
- Trace every reply
- Check the CRM fields
- Find missed follow-ups
Choose a lead path
- Set the qualifying questions
- Track the next action
- Set the handover rules
You know which lead path to fix first and how to judge it.
