Leverage with AISales
The enquiry arrived, and nobody remembers what happened to it
Every enquiry in one list, tagged, with a drafted reply and a reminder a few days later.
Who this is for Businesses whose customers arrive through a form, an inbox, a social message and the phone, all landing on the same person.
The problem
Enquiries that get forgotten
Enquiries arrive in four different places and none of them holds the whole picture. Some get answered at once, some wait, and some vanish because the person who saw the message was driving. A week later nobody can say how many came in or how many went unanswered, so whatever brought them in stays unmeasured too.
You will know it by
- A customer follows up a second time, and it is news to you.
- Enquiries live in the inbox, the phone and a social account at once.
- You cannot say how many enquiries last month brought.
- Following up depends on somebody remembering.
Possible solutions
Not every road leads to me
One shared inbox
Every form and address pointed at one place more than one person can reach.
Where it stands Worth doing first and it costs almost nothing. Messages from social accounts will still sit outside it.
A CRM
A tool built precisely for tracking enquiries and a sales pipeline.
Where it stands The right answer when there is a team and real volume. For one person it often goes unused, because keeping it fed becomes another chore.
One list, tagged, that reminds you
Enquiries from every channel land in one list, get a tag, a drafted reply and a reminder.
Where it stands This is the one I build. Worth it when there are several channels and a CRM would be heavier than the size of the team.
What I set up
A new enquiry from a form, an inbox or a message lands in one list with everything the reply needs: who, what they asked, where they came from. It is tagged by what is being asked for and gets a drafted reply. If it goes unanswered past the time you set, you get a reminder. The list shows how many arrived and how many are still open, which is what turns marketing talk into numbers.
How it goes in
- We write down where enquiries really arrive, the phone included.
- We agree the tags: what is usually asked for and what is urgent.
- We join the channels into one list and wire up the reminders.
- At the end of the month we look at what slipped through and fix it.
The limit By default nothing is sent without your approval. Enquiries that arrive by phone reach the list only if somebody puts them there, and that has to be agreed as a habit.
The work Quick work when the channels already grant access. The longest part is agreeing what counts as an enquiry and when it counts as closed.
The prices on this site are final.
What it brings
No enquiry goes unanswered
Not because somebody tries harder, but because an unanswered one stays visible.
The second contact actually happens
A nudge a few days later is the sales step most often skipped.
You learn what actually brings customers
When every enquiry carries its source, marketing becomes a question of numbers rather than of feel.
How you check it yourself
For one month count two things: how many enquiries arrived and how many were answered inside your own target time. Those are the only two numbers needed, and both are available to you today.
Is this your job?
Tell me how this runs at your place now. On a 30 minute call I will say whether it is worth automating, where I would start and what it needs.
Book a 30 minute callThe call is free, with no obligation and nothing to sign.
Not sure which job is first for you? The free assessment says where the hours go. Start the assessment
Common questions
Do I need a CRM?
If there are one or two of you, often not. When several people sell and a deal moves through stages, a CRM is the right home, and then I help you choose and set one up rather than build my own.
Can it reply instantly on its own?
It can, and an acknowledgement is often worth it: we have this, you will hear back by then. A substantive reply without review is not on offer, because an enquiry is usually the start of a negotiation.