Every Business has made this mistake, let's stop it

Get the Everything Doc: https://782media.co.uk/the-everything... Lost track of an enquiry? This is the exact lead tracking process any service business can use so no enquiry, quote or proposal ever falls through the cracks, starting with a simple spreadsheet & building up to an automated Customer Journey. Every business has made this mistake. A quote never gets sent. A proposal never gets chased. Or worst of all, someone replies "yes, we'd like to go ahead", you miss the email & by the time you reply they have gone with someone else. In this video I show you the Customer Journey process we build for service businesses, so every enquiry is tracked from brand new lead to signed customer & nothing is forgotten. GET THE EVERYTHING DOC: https://782media.co.uk/the-everything... WORK WITH 782 (automated customer journeys & CRM systems built for your business): https://782media.co.uk/#form-SOVgEx-NrZ CHAPTERS 0:00 Have you ever lost track of an enquiry? 0:37 What is a customer journey? 1:20 Start with a spreadsheet (the Everything Doc) 1:41 The stages from new lead to paying customer 2:21 Yes, no or "I need more time" 2:49 Proposals, signed quotes and terms and conditions 3:57 Why a spreadsheet alone is not enough 4:17 The automated customer journey (CRM) 5:21 New lead: instant reply and a follow-up task 5:46 Warm lead: qualifying form to booked meeting 6:38 Calendar invites and content that sells before you meet 7:34 Automatic follow-ups when they need more time 8:04 Sending a quote on the spot and auto-follow-up 9:11 Why every system looks different (the fingerprint) 9:43 Aftercare funnel 9:56 The rest of the mini series WHAT YOU WILL LEARN How to stop losing enquiries, leads, quotes and proposals How to map your customer journey into clear pipeline stages: new lead, warm lead, discovery call or site visit, decision, proposal sent, signed, aftercare Why you should start with a spreadsheet before you buy a CRM or build any automation Which parts of the process to automate: instant replies, tasks, booking forms, calendar invites, reminders, quote follow-ups and signed-quote notifications How to turn FAQs and objections into content that is sent before the first meeting QUICK ANSWERS How do I stop losing track of leads and enquiries? Give every enquiry a stage in a customer journey and track it from first contact to signed customer. Start with a spreadsheet with one column per stage and one row per person, with a note on each. Once that works, move to a CRM that does the chasing for you. What stages should a lead pipeline have? For most service businesses: brand new lead (name, email and phone only), warm lead (they have shown intent or filled in a detailed form), discovery call or site visit, decision (yes, no or needs more time), proposal or quote sent, proposal signed with terms and conditions, then aftercare. Stale leads that go quiet need a stage of their own. Do I need a CRM to track enquiries? No. A spreadsheet is enough to start. A CRM becomes worth it when you are at the mercy of your memory and your time, because it can create tasks, send emails, book meetings, follow up on quotes and notify you when something is signed. What can be automated in a customer journey? An instant thank-you email and a call task for new leads, a booking page after a qualifying form, calendar invites with reminders, pre-meeting content such as testimonials or a video sales letter, follow-up reminders after 7 or 30 days, quotes sent from a phone or tablet, automatic follow-ups on unsigned quotes, and a notification when a quote is signed. Who is this for? Owners of service businesses: agencies, consultancies, trades, professional services and any small business that quotes for work and wants to win more of the enquiries it already gets. THE "NEVER" MINI SERIES This video is part of a series on removing the common problems from a service business: Never lose a lead Never spend your evenings on admin Never forget to send an invoice Never work with difficult clients Never let clients forget the services you offer Subscribe so you do not miss the next one. ABOUT 782 782 builds systems that make running a business easier: CRMs, automations, Customer Journeys and Aftercare Funnels. Engineered Freedom. https://782media.co.uk/ #leadtracking #smallbusiness #customerjourney