The leads you already get
More revenue from the inquiries you already get.
Established companies lose deals they were already invited to win: quotes nobody chased, large inquiries that sat in a shared inbox, buyers who went quiet and were never asked why. We put rules and routines around every inquiry and quote, so each one gets an answer and the company learns why it wins and loses.
How it works
Four steps, in this order.
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Find what is still open
01We list every open quote and unanswered inquiry the diagnostic found, with its value and age, and decide with the sales team which ones are still alive.
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Route new inquiries
02Inquiries are sorted as they arrive. Large or strategic ones reach a senior person the same day, and the rest go to the team with an agreed response time.
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Set follow-up rules
03Each quote gets a follow-up sequence the team can run without the owner: who calls, when, and what to send, until the buyer says yes or no.
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Record why
04Every closed quote gets a reason, won or lost. Within a few months the record shows which products, prices and buyers the company wins, and which it should stop chasing.
What we build
What we build.
Inquiry routing
Rules in the CRM and the shared inbox that send each inquiry to the right person, with large ones flagged at once.
Response times
Agreed by type of inquiry and shown on a weekly report, so slow replies are visible.
Follow-up sequences
Calls and emails written with your team, in your voice, and run from the CRM you already use.
Open-quote recovery
A single pass through stale quotes to revive the ones that are still worth winning.
A win-loss record
A reason and a short note for every closed quote, kept where the team will use it.
A weekly pipeline report
What came in, what was quoted and what was won, measured against the signed baseline.
When it fits
This is usually the right place to start if:
- Quotes go out and nobody follows up.
- Large inquiries wait until the owner sees them.
- Nobody can say why the company lost its last five bids.
What the company ends up with
Every inquiry answered, and a win rate the company can see.
Questions
Will our sales team accept new rules?
They write them with us. The rules describe what good salespeople on the team already do, so everyone can do it without being reminded.
Do we need new software?
No. We work in the CRM and inbox you already have, and read quote data from the ERP.
How do you count recovered revenue?
Against the signed baseline, using attribution rules agreed in writing before work starts.
We don't get many inquiries. Is this worth doing?
If each inquiry is worth six figures, losing one to slow follow-up costs more than the work. The diagnostic shows whether it is worth doing before you commit.
Find out what's already in your records.
Every engagement starts with a Blueprint Call: two conversations about your numbers and where your customers come from.