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Guide

The lead response checklist.

Print it, stick it on the wall, and check yourself once a week.

The guide

Lead response checklist

Every lead

  • Reply within a minute (text first).
  • Call within 5 minutes during calling hours.
  • Ask four or five qualifying questions.
  • Offer two times to book.
  • Confirm the booking by text.

Every day

  • No lead older than 24 hours without a reply.
  • Every quote sent in the last 3 days has had a follow-up.
  • Every missed call got a text back.

Every week

  • How many leads came in, by source?
  • How fast did we reply on average?
  • How many booked, and why did the others not?
Questions

Common questions

Can I automate this checklist?

Most of it. Sales AI does the replies, calls, follow-ups and the weekly review.

Which number matters most?

How fast you reply. It affects every other number.

Never lose a lead to a forgotten follow-up.

Feel it on your own phone in under a minute.

No card needed to try.