Speed To Lead

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Objective

Pick your primary goal. We’ll tailor the follow-ups to this.

Speed to lead

Reply to new enquiries in minutes to start more conversations.

Cut no-shows

Confirmations + reminders so meetings/appointments actually happen.

Faster quotes

Send same-day proposals/estimates and win more work.

Get paid faster

Deposits + follow-ups to reduce late invoices and improve cashflow.

Please pick your objective.

1) First response time?

How quickly you usually reply to a brand-new enquiry.

2) After-hours handling?

What happens if someone contacts you outside working hours.

3) Contact channels (tick all that apply)

Where new enquiries usually come from today.

Please tick at least one contact channel.

4) OK to text prospects?

Whether SMS/WhatsApp is allowed for first replies and reminders.

Yes Unsure No

5) CRM/helpdesk in place?

How you track conversations and tasks today.

6) How do you book first meetings?

Your typical flow to get the first slot in the diary.

1) Reminder schedule?

How many nudges you send before a meeting/appointment.

D-1 + AM + 2h + 30m D-1 + AM D-1 AM only None

2) Confirmation method?

How invitees tell you “Yes/No/Reschedule”.

SMS buttons SMS Y/N or call Email only Manual list None

3) Deposits/card on file?

Whether you secure the slot with a small payment or stored card.

Always Often Sometimes Rarely Never

4) Reschedule experience?

How easy it is for someone to move their slot.

1-click link Same-day text/call Must call office Voicemail None

5) Time windows?

How precisely you promise arrival or meeting time.

2-hour AM/PM block “Sometime that day”

6) Current no-show rate?

Your best estimate of appointments that don’t happen.

≤5% 6–10% 11–20% 21–35% >35%

1) Time to send quote?

How long it usually takes you to send an estimate/proposal.

Same-day 24–48h 3–5d >5d

2) Pricebook/templates?

Whether you have standard items/templates ready to go.

3) Notes/photos captured on site?

How consistently you capture details while you’re with the customer.

4) Approval method?

How customers sign off and move forward.

5) Follow-ups on open quotes?

How you nudge undecided customers after sending a quote.

6) Financing/options shown?

Whether you present payment options that increase acceptance.

Yes Plan to add No

1) Deposits/card on file before work?

Whether you secure payment up-front to reduce risk.

Always Often Sometimes Rare Never

2) When do you send invoices?

Typical timing after work is complete.

Immediately Same day End of week End of month When remembered

3) Ways to pay?

The payment methods you currently accept.

Card+bank+wallet/BNPL Card+bank Card only Bank only Cash/cheque

4) Overdue reminders?

How you follow up on invoices that go past due.

Auto (7/14/21d) Manual weekly Ad-hoc Rare Never

5) % invoices >30d overdue?

Share your best estimate.

≤5% 6–10% 11–20% 21–35% >35%

6) Team collect on site?

Whether your team can take payment at the point of service.

Always Often Sometimes Rare Never

Please complete the verification.

Quick Follow-ups

Objective

Speed to lead

Cut no-shows

Faster quotes

Get paid faster