Phil Risher explains why manual lead follow-up in Excel costs you money. A home-service company using spreadsheets misses follow-ups when staff get busy. Automation platforms move leads through sequences (call, text, email) and nurture them over days or weeks based on demand.
We had a home service company that we were working with that was doing their follow up for leads in Excel spreadsheet. It would add all the leads, then they would move to different stages and they would say the notes in there. And it was a very manual process that their CSR then had to go back and try to follow up on all these leads. And when it got busy, it never happened. Most companies that are not automating processes are doing it this way, if you're even doing it at all. What they should be doing is using some of an automation platform where you move things to different buckets and when you move them there, they run into automation sequences. So a very common one is someone fills out a form, you call them, they don't answer, you text them, they don't answer, you email them, they don't answer answer. What you want to do is then put them into a nurture sequence that would follow up via email and text with them every couple of days. Some businesses, it's like we got to hit them in the first week, others it's like we got to hit them over the next two to three weeks. Just depends on if it's a demand or not. If you are not automating this lead follow up process or you're not even doing lead follow up at all, I guarantee that you're missing out on revenue.
