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3 Tips To Track & Maintain Leads

As a small business owner, it’s critical to take advantage of word of mouth referrals and other inbound inquiries. With so many requests to handle, how can you ensure you get to all of them promptly?

Our latest blog focuses on ways to ensure you never miss out on securing a client or securing a work order.

Follow up with an email

If someone fills out a form on your website requesting information, get back to them as soon as you can with a personal email. If possible, automate the process so that once someone sends a request, the client will be sent a message that addresses them by their first name. The email can include a timeline of when they will be contacted with a quote – for example, within the next 24-48 hours. Setting up an automatic email will ensure you won’t have to have an employee or yourself monitor incoming inquiries.

A prospective customer will appreciate your promptness and professionalism in letting them know when you can return their message.

 

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Manage your sales cycle

If you don’t keep a list of your clients or prospective leads, it can take a considerable toll on maintaining and bringing in new clients. This simple action will give you a clear indication of who is in your sales pipeline and who your frequent customers are. Business software is beneficial for gathering and organizing information like this. Such information will give you a clear indication of which leads you should follow up with, and at which stage of the buying process they’re in. Be sure to include contact information of your clients and leads, as well as their request and the day it was submitted.

Having a high-level look at your clients and leads will help you understand your revenues and projected revenues. A prospective client will appreciate your promptness and professionalism in letting them know when you can return their message.

 

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Generate a quote.

While not every lead will convert into a client for various reasons, it’s always worth sending out a quote. This demonstrates that you value every inquiry and potential client. Taking the time to show your appreciation by sending a quote will build your reputation as a thoughtful and professional company.

Never underestimate the value of excellent customer service. It can influence a potential client’s decision to choose your business’ product or service over a competitor’s.

With the software offered by Better, you can easily set up automated emails, organize a client database, and generate and send out quotes all in one place. This easy-to-use software is simple and unifies all of your business processes: sales, marketing, accounting, and more.

 

A prospective customer will appreciate your promptness and professionalism in letting them know when you can return their message.