The CRM Hole — Where Good Leads Go to Die
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In this episode of The Automation Show, Shaun breaks down the silent killer of small businesses: the follow-up gap. Most business owners think they have a "lead problem" or a "marketing problem," but the truth is usually much simpler—and more expensive. They have a leaky bucket.
Download the Free Series at https://theleakybucket.ca
Through the story of Dave the Landscaper, we look at how a two-day delay in replying to an email can cost thousands of dollars in lost revenue. If your lead management strategy relies on you "remembering" to check your inbox at 8:30 PM, you aren't just losing sales; you're throwing away the money you spent to get those leads in the first place.
In this episode, we discuss:
- The Dave Dilemma: Why "getting back to them eventually" is the same as saying "go hire my competitor."
- The Follow-Up Engine: Moving beyond the "fancy spreadsheet" and turning your CRM into an automated sales assistant.
- The "Oh Wow" Math: How shifting your conversion rate by just 10% through better automation can add thousands to your monthly bottom line.
- Plugging the Holes: A 3-step audit you can do this week to find out exactly where your leads are falling through the cracks.
"The bucket didn’t get bigger. You just plugged a hole."
Your Homework for This Week:
- Map the Sources: Where exactly do your leads come from? (Web, FB, Phone?)
- The 'Instant' Test: What happens the second a lead hits your system?
- The Persistence Count: How many times do you follow up if they don't answer the first time? (If the answer is zero, we need to talk.)