Map the journey once, then automate the bottlenecks
Sketch the path on a whiteboard: lead arrives → triage → schedule → prepare → sign → onboarding. Where do you regularly lose momentum? Usually within the first hour (no response), before the meeting (no‑show), and after the meeting (no decision).
Five automations clients actually appreciate
- Instant receipt with a promise ("We'll call within 2 hours") and a booking link.
- Smart forms that skip irrelevant questions and work beautifully on a phone.
- Auto‑reminders for meetings (SMS + email) at 24h and 2h.
- Pre‑meeting pack: short FAQ, costs range, and what to bring—sent when they book.
- Post‑meeting nudges with e‑signature and payment links, timed for when they usually decide.
Where humans should take over
- Sensitive matters (family, immigration, criminal) where tone and trust matter most.
- Complex conflicts and scope definition.
- Explaining options and fees; handling objections with empathy.
- The final "go/no‑go" conversation.
Measure and improve with tiny experiments
A/B test one touchpoint at a time: subject lines, SMS timing, booking window, or the number of questions. Track three numbers weekly: first‑response time, show‑rate, conversion to instruction. Keep what moves the needle.
How InflowQ helps you do this
- Templates for common matters you can personalise quickly.
- Conditional logic to reduce form fatigue on mobile.
- Calendar links, reminders and simple e‑signature steps.
- A unified queue so every lead has an owner and an SLA.
A humane intake script (steal this)
"Thanks for reaching out—first, I'm going to make this easy. I'll send a link to book a time that suits you. Before we meet, you'll get a short note about what we'll cover and what to bring. If anything is sensitive, tell me and we'll take it at your pace."
Next steps
- See InflowQ features → https://inflowq.com/features
- Book a demo → https://inflowq.com/contact