Most lost sales aren't lost on price. They're lost because nobody followed up at the right moment. A well-configured CRM does it for you. Here are five simple automations that pay off from the first month.
1. The unanswered quote
You send a quote, then silence. Three days later, the CRM sends a short, personal email: "Have you had time to look at the quote? Happy to talk it through." No reply after a week? It creates a task reminding you to call.
2. The new lead from your website
An enquiry comes in through your website form. The CRM creates the record, assigns it to the right person, sends the prospect an instant acknowledgement and notifies you on your phone. The prospect hears back within a minute, even at 10 pm.
3. The upcoming appointment
The day before a meeting, the client gets a reminder with the address and time. No-shows drop noticeably, without anyone having to think about it.
4. The overdue invoice
- On the due date: a friendly reminder with the payment link.
- Seven days later: a second, slightly firmer reminder.
- Fifteen days later: a task to call the client.
You stop chasing your money, and the relationship stays good.
5. The client who stopped ordering
A client hasn't ordered in six months? The CRM flags it and can send an offer or a simple check-in. Winning back an old client costs far less than finding a new one.
What it takes to work
- Clear sales stages that everyone uses the same way.
- Short emails, written the way you'd write them yourself.
- A dashboard showing what's sent, what's opened and what converts.
These scenarios come built into the CRMs we develop at SWC Agency, adapted to your vocabulary and timelines. You describe them, we build them.