Paid advertising
What happens when an ad generates interest?
Generating interest is one part of the process. Connect that interest to a useful next step, so every enquiry has somewhere to go.
Illustrative example. Someone fills in your ad's form, their details land in your CRM and a reply goes out within minutes.
InterestEnquiryNext action
Social media
How does a conversation become a next step?
Bring conversations and enquiries into a clear process. Understand how someone moves from showing interest to speaking with your business.
Illustrative example. A message asking about prices gets a helpful reply, the person's details are saved and a follow-up is set.
ConversationDetailsFollow-up
Calling & following up leads
Who follows up, when and with what context?
Work through who needs a follow-up, when it should happen and what context you need, so the next conversation picks up where the last one left off.
Illustrative example. A call list each morning showing who's due, with notes from your last conversation.
LeadContextFollow-up
CRM
Where do details and next actions live?
Keep details, conversations and next actions together. Understand what your CRM needs to record, and how that information supports the work.
Illustrative example. Every enquiry, call and quote on one customer record, with the next action attached.
DetailsRecordNext action
Answering enquiries
How does someone get a useful response?
Look at how people get a timely, useful reply. Decide what a system can handle, and when the conversation needs a person.
Illustrative example. Common questions answered straight away, with anything tricky handed to you.
QuestionResponseHuman help
Invoicing
What needs to happen for the invoice to go out?
Bring the right details together for the invoice that needs to go out, with the checks your business needs before it's sent.
Illustrative example. Job details pulled into a draft invoice that you check before it goes.
Job detailsReviewInvoice
Accounting workflows
How does information reach the accounting process?
Understand how information moves into your accounting process. Explore useful connections, and the review points that keep you informed.
Illustrative example. Paid invoices and receipts moving into your accounting software, ready for review.
InformationCheckAccounting