The call
Four things we work through.
It is a set of questions rather than a presentation. Most of the talking is yours.
How enquiries reach you today
Phone, forms, messages, walk-ins — and which of those depends on someone being free at the time.
Where work slows down
The handoffs: an enquiry waiting on a callback, a quote waiting on a decision, a booking that needs confirming.
What to change first
One or two things worth doing before the rest, with the reason for that order rather than a menu.
What it would take
Roughly what would be set up, what we would need from you, and what it would cost.
What you leave with
Four things, in writing.
Yours whether or not anything follows. It is written so it would still be useful to a different firm.
- A written map of how work reaches you now and where it slows
- A short list of what is worth doing, in the order we would do it
- A rough price and timeline for the first one
- A clear view of what is worth doing now, and what can wait
Interactive example
Where automation helps first.
Tick the moments that happen in your week and see the order we would take them in, and what would be set up for each. It is the first ten minutes of the call.
Which of these happen in your week?
2 of 7 ticked.
How many people answer the phone?
- FirstCalls come in while we are on a jobThe phone assistant on your existing number, with a written summary to you after each call.
- NextQuotes go out and nobody chases themA follow-up sequence on each quote, stopped the moment the customer replies.
What the call would cover
- 01Which number the calls come in on, and where they should go
- 02The wording you would want a caller to hear
- 03How your quotes go out today, and how long you would wait before chasing one
With one person on the phone, the phone front door usually comes first.
A preview of the planning call. The written plan comes from the call itself.
Who it suits
A good fit when one of these is true.
Thirty minutes is well spent when enquiries and follow-up depend on someone being free at the right moment.
Enquiries arrive by phone
Calls, texts and form fills come in through the day, and answering them depends on who is free at the time.
Follow-up depends on who remembers
Quotes, reminders and review requests go out when someone has a moment, which is not the same as going out.
You want one thing done well first
The call plans one or two things to set up properly before anything larger is considered. Rethinking the whole business is a different conversation.
Questions
Practical detail.
Book the free call.
Thirty minutes, free, and you keep the plan.
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