Review the first point of contact
Test your website form on a phone. Ask only for information you need to respond, explain what happens next and verify that submissions reach a monitored inbox or CRM. Check that your social profiles point to an appropriate inquiry page.
Give each inquiry an owner
Use simple stages such as new, contacted, qualified and booked. Keep a source, creation date, owner and next action for each lead. If inquiries arrive by email, a shared process may be enough before adopting more complex software.
Choose a CRM that fits your team
Compare cost, setup effort, export options and integration needs. Start with a small workflow and check whether the team uses it consistently. A tool becomes valuable when it makes ownership and follow-through clearer.
Draft a useful follow-up
Refer to the person’s actual question, answer it plainly and propose one next step. Review drafts before sending. Keep acquisition follow-ups separate from service messages for existing customers.
Find a useful starting point for your business.
Bring your goals and evidence to Keaton and build a practical action plan.
Start a free consultation →