Manual follow-up
Never lose a lead due to manual follow-up. 10 concrete tips to automate your sales process.
Annual cost
€ 24.000
10 tips to tackle this today
Sorted by effort: start with quick wins, build towards strategic improvements.
Install CRM as foundation
HubSpot CRM is free to start and centralises all customer communication. Every interaction is automatically logged.
Automatic follow-up sequences
Set up automated email sequences per pipeline stage in HubSpot Sequences. No lead falls through the cracks.
Activate lead scoring
Assign points based on behaviour (email opened, page visited). Focus first on the most valuable prospects.
Integrate email client
Connect Gmail or Outlook with your CRM so all communication is automatically logged without duplicate work.
Integrate meeting scheduler
Use Calendly or HubSpot Meetings. Leads book their own time slot, no more back-and-forth emailing.
Set inactivity alerts
Automatically create a task if a lead shows no activity for 3 days. Never forget a prospect again.
Connect website forms
Connect your contact forms directly to your CRM for immediate entry and automatic assignment.
Chatbot as first filter
Install a chatbot on your website for initial qualification outside office hours. Leads are scored before your sales rep is awake.
Set pipeline automations
When a deal is closed, tasks are automatically created for onboarding. Seamless handover from sales to delivery.
Monthly pipeline review
Analyse where leads drop off and optimise that step. Small improvements per stage lead to significant revenue increases.
Other bottlenecks we solve
Rarely does a business have just one bottleneck. These are the ones that most often come up alongside this one.
Ready to get started?
We help you put these tips into practice, quickly and concretely. Book a 30-minute call.
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