How Are You Managing and Nurturing Leads?
Are you running automated lead nurture sequences for unbooked estimates, and if so what timing has worked best?
How long do you continue following up with unconverted leads before archiving them?
Forum Discussion
I think the interesting part is that “follow-up” and “prioritization” are actually two different problems.
A shop could have 50 old estimates, automate reminders for all of them, and still not know which 5 deserve a human follow-up today.
I’d probably track each open estimate by:
- estimated dollar value
- age of the estimate
- last customer response
- last follow-up
- reason it appears stuck
- next action/date
Then you can separate “don’t let this lead fall through the cracks” from “this one is worth my attention today.”
That also makes the lost-revenue side much easier to see than a single close-rate percentage.
Curious if anyone here is actually tracking the dollar value sitting in their open/aging estimates, rather than just the number of leads?