Leads & follow-up
Process requests, prepare follow-up actions and stop opportunities from slipping between systems.
- The manual work
- Requests arrive by mail and forms and are retyped by hand into a sheet or CRM.
- What can be automated
- Read the request, structure the data and prepare the follow-up with a draft reply.
- Where human review remains
- Sending and following up remains a human decision.
- What can be measured
- Response time per request; leads followed up per week.
