Converting and keeping customers
Answering, following up and bringing customers back.
Guides
Where am I losing customers between the first call and the paid job?
Guide · Updated
Customers usually drop out at one of four points: an unanswered call, a slow reply, a quote nobody follows up, or a finished job with no contact afterward.
Do clients expect a same-day reply? A follow-up playbook for small accounting, law and consulting firms
Playbook · Updated
Aim to acknowledge every client and prospect the same business day, even when the full answer takes longer.
How do I follow up with leads without being pushy? (scripts)
Answer · Updated
Follow-up feels pushy when it repeats itself.
How do I handle calls I can't answer (on a job, after hours, during the rush)?
Answer · Updated
To handle calls you can't answer, combine three things: a voicemail greeting that says when you'll call back, set times each day to return calls, and a backup for busy hours, such as call forwarding, a live answering service, or an automatic text.
How fast do I really need to respond to a new lead?
Answer · Updated
Reply to a new lead the same day at the very least, and within an hour during working hours if you can.
What does a missed call really cost my business?
Answer · Updated
A missed call costs you the job that caller would have booked, if they call someone else instead.