Lead response

Being first to a new lead is most of winning it.

A lead that waits goes cold, and usually calls somebody else while it does.

A new lead is at its warmest the moment it arrives. The person has a problem right now, they have just decided to do something about it, and they are almost never contacting only you.

From that moment the lead cools. Not because anyone loses interest, but because somebody else calls back first and the job is spoken for.

What actually happens to a lead that waits

The form comes in during the afternoon. You see it that evening, or the next morning, and you call. By then the customer has spoken to other companies, somebody has already been out to look, and you are having a different conversation than the one you would have had while they were still typing.

Nothing went wrong. The work just went somewhere else.

What responding quickly actually requires

Not a bigger team. What has to run without you:

Something that answers straight away. A reply that confirms the request landed, names your business, and says when a person will be in touch. It buys the time you need to get off a roof.

Something that captures the details while the customer is still typing. The name, the work, the address, when they are free. Collected at the moment they are willing to give it, rather than chased the next day.

Something that tells you it happened. A text or a notification that reaches you on site, not an email you will see tonight.

None of that requires answering the phone yourself. It requires that no request sits unacknowledged.

What automation is good at, and where it is not

Let it do this

  • Acknowledging that the request arrived
  • Collecting the name, the work, and a good time to call
  • Routing it to whoever is nearest a phone

Never let it do this

  • Quoting a price
  • Promising a slot or a date
  • Guessing at the scope of the job

The first list is identical every time, which is what makes it safe to hand over, and a machine doing it the moment the form arrives beats a person doing it the next morning.

The second commits you. Done by a bot, those arrive in front of the customer with your name on them, and walking one back costs more than the slow callback would have.

There is also a way to get this wrong that does real damage. An automatic reply pretending to be a person is obvious, and it reads as a business that will be just as slippery about the invoice. Say what it is. “Thanks, we have your request, Jared will call you this afternoon” is better than anything written to sound human.

We set this up

Instant response is something we set up for clients: the automatic reply, the capture, and the notification that reaches you on site. It is scoped in the conversation rather than picked off a page, because what it takes depends on what you already have.

Where to start

Send your own business an enquiry on a day you are busy, and time the reply.

Whatever that number is, it is the thing to fix, and it is usually worse than an owner expects. Fix that before buying anything.

Quick questions

Does an automatic reply annoy people?
It does when it pretends to be a person, or when it promises something nobody follows up on. A short message that says you have the request, names the business, and tells them when a human will call reads as competence rather than automation.
What if I cannot answer the phone during a job?
Almost nobody can, which is the point. The goal is not to answer every call yourself. It is that no request sits unacknowledged until the end of the day, so the customer stops looking elsewhere.
Can this book jobs for me without me touching it?
Be careful here. Collecting a name, the work, and a good time to call is reliable. Quoting or committing to a schedule without a person is where it goes wrong, and it goes wrong in front of the customer.
What should I do first?
Time yourself. Send your own business a form on a busy day and see how long the reply takes. That number is the problem, and it is usually worse than an owner expects.

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