Start from the problem, not from the tool
Most enquiries arrive named after a tool. Underneath there are four problems, and the right tool depends on which one you have.
§ 01 / 04Lead management
Every enquiry in one list
Enquiries arrive by form, phone, WhatsApp, and referral. When they live in four places, follow-up depends on who happens to remember.
How we fix it- You cannot say how many enquiries came in last month
- The first reply takes hours because nobody owns the inbox
- Ad spend cannot be tied to a closed deal
- Two people have called the same prospect this week
§ 02 / 04Sales automation
Follow-up that runs without reminders
Most deals are lost between the second and fourth contact, not at the pitch. That gap is a scheduling problem, and scheduling problems are solvable.
How we fix it- Deals go quiet and nobody notices for two weeks
- Follow-up depends on which salesperson is organised
- Quotes are sent and never chased
- Handover between marketing and sales loses context
§ 03 / 04Support AI
Answers the repeats, escalates the rest
The value is not in answering everything. It is in answering the eighty percent that repeat, and being honest about the rest.
How we fix it- The same five questions arrive every day
- After-hours enquiries wait until morning
- Support interrupts work that requires concentration
- Answer quality depends on who is on shift
§ 04 / 04Reporting
One set of numbers everyone agrees on
Marketing counts leads, sales counts deals, finance counts invoices, and the three never match. The argument is about definitions, not data.
How we fix it- Three departments report three different totals
- Reporting stops at the click and resumes at the invoice
- Nobody trusts the dashboard enough to act on it
- Browser tracking limits have quietly broken attribution
Two of them at once is the normal case
We look at all four before proposing anything, then name the one that costs you most.
Free, 30 minutes, no slide deck.