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The enquiry you didn’t answer: a simple follow-up system

Many small businesses lose leads in the first day. A light follow-up process fixes most of it.

Business growth illustration for the article

A potential customer fills in your contact form on a Tuesday night. You see it Thursday, between jobs. By then they have booked someone else. Most owners can name a lead they lost this way, and most never find out about the ones they didn’t notice.

A CFIB survey found that 73% of small business owners were working extra hours themselves to cover staff shortages. When the owner is the one serving customers, enquiries wait. The fix is not working harder. It is a simple system that does not depend on the owner remembering.

Step 1: Put every enquiry in one place

Enquiries arrive by email, phone, Facebook, Instagram, Google and word of mouth. List every channel, then route them to one list: a shared inbox, a spreadsheet or a simple CRM. If it is not on the list, it does not exist.

Step 2: Reply in minutes, not days

An automatic first reply buys you time and sets expectations. Keep it short and human:

“Thanks for reaching out to [business]. We’ve got your message and [name] will call you by [time tomorrow]. If it’s urgent, call us at [number].”

Then make sure the promise is kept. Block 15 minutes at the start and end of each day just for new enquiries.

Step 3: Follow up three times

Many people who don’t reply are busy, not uninterested. A simple rhythm:

  1. Day 1: answer their question and suggest a next step.
  2. Day 3: a short check-in with something useful, such as a photo of a similar job.
  3. Day 7: a friendly last note that leaves the door open.
MinutesAutomatic reply sets expectations
Day 1Answer the question, suggest a next step
Day 3Short check-in with something useful
Day 7Friendly last note, door left open
A light follow-up rhythm for every new enquiry, tracked in one list.

Step 4: Count what happens

Track three numbers each month: enquiries received, enquiries answered within a day, and jobs won. Watching just these three for a few months shows you where leads leak and whether your fixes work.

Ask yourself: how many leads did you follow up on within a day last month? If you don’t know, that is the place to start.

How WIZAD can help: we map where your enquiries arrive, set up one list, an automatic first reply and a follow-up rhythm, and show you the numbers each month.

Source: CFIB, The 8-day workweek (April 2023, survey data from September 2022).

Leo NguyenFounder / Lead Consultant, WIZAD Consulting