Guide
Following up on leads
The enquiry is the most expensive thing a project buys. Following up well is how it pays off.
Respond quickly
Interest is highest just after an enquiry. A prompt, personal reply keeps the conversation going.
Keep one record per buyer
When notes, chats and documents live in different places, things get lost between consultants. A single pipeline view shows who needs what next.
Agree the next step every time
Every conversation should end with a clear next action: a site visit, a price list, or a call with a bank.
Measure the funnel
Track how many enquiries become visits, bookings and completed sales. Then improve the weakest step.
Client to provide · Editorial review
This general guide was written for the rebuilt site and is not legal or financial advice. REase should review it before publication.
See also
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