From incoming lead to quote sent.
Qualifying website leads against your customer profile, drafting quotes based on what worked before and following up properly. Sven picks up the sales admin and learns what makes a deal at your company. You stay in charge of what the customer receives.
Sven · salesLeads going cold
A lead that quickly gets a good answer becomes a customer; a lead that waits three days is gone. But between jobs you never get round to qualifying, quoting and following up: exactly the work where the margin is.
- Website leads that get a response too late
- Quotes that sit because it is never a good moment
- Follow-up that fades as soon as things get busy
What Sven takes over
Sven works with your CRM, keeps your pipeline warm from first contact to quote sent and learns which leads become customers at your company.
Scores new leads against your ideal customer profile and enriches them with what can be found online.
Builds a quote based on earlier quotes that did well, with the right prices and terms.
Tracks which quotes are open and sends a friendly reminder at the right moment.
Logs every contact, so your pipeline is accurate without anyone filling in fields.
Puts the leads that really matter on top, with the reason why.
You decide what goes out the door
A quote to an existing customer is something Sven may send himself over time; a new or unusual one is put to you first. You set the threshold per situation; Sven only gets more room once he has earned it. Correct a quote once and Sven records it as precedent, so you never have to explain it again.
- New or unusual quotes come to you first
- After a few approvals, Sven sends the familiar ones himself
- You can review every quote sent afterwards
Sven only sends on his own once you say so.