A short YouTube advice clip by Nate Tilley offering practical steps to improve lead follow-up: ensure real-time lead notifications (text/email/live), route leads to the correct salesperson, implement checks to prevent leads slipping through the cracks, trigger automations for stalled leads, and use call tracking/recording and sales-process audits to identify and fix the "leaky bucket."
Little things to do. Make sure that all your leads come. You get notifications in real time, whether it's a text, an email notification or a live notification. You want to get those right away. Make sure the leads get routed to the right salesperson and make sure that they are on them. Be able to have some kind of checks and balances to make sure leads don't slip through the cracks. If they stall out, if the deal is not moving forward, that should trigger some kind of automation to try to refresh that lead and then automate as much of this as possible. But of course you're going to have to deploy and build a solution for your team members to be able to handle into these leads and then be able to coach them through the process too. So we do call tracking, call reporting, call recording and we also audit people's sales process to help them improve because this is the leaky bucket for most business owners.
