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Guides & research

Practical guides for answering fast, following up, and keeping clients. Free to use, with templates you can copy.

Test4 min readThe Lead Response Test: how fast does your team really answer?A do-it-yourself test you can set up in 15 minutes and score in a week.Read the guide What's inside
  1. 01Why test it yourself
  2. 02Set it up in 15 minutes
  3. 03Run six tests over one week
  4. 04What to record
  5. 05Score it
  6. 06What good looks like, and what to fix first

Research

3 min readSpeed to lead: what the research says, and what it does notThe 2007 response-time study, a McKinsey buyer survey and a Salesforce survey, with what each can and cannot prove.

Playbook

5 min readA follow-up plan that gets replies, with messages you can copyA day-by-day plan across call, email and text, plus ready-to-copy templates.

Playbook

3 min readCut no-shows: when to remind, what to send, and how to rebookReminder timing, confirmation scripts and no-show rebooking, with templates.

Checklist

3 min readAfter-hours coverage checklist: what to answer, what to escalateWhat to answer right away, what to hand off, who to wake up, and what to say.

Playbook

3 min readClient check-ins that catch trouble before it becomes a cancellationA monthly cadence, the questions to ask, warning signs, and a one-page note for the account lead.

Walkthrough

2 min readHow a new inquiry becomes a booked meeting: one night, start to finishOne example inquiry, step by step, across call, text and email, to a booked and confirmed meeting.

Checklist

2 min readWhat to ask before you hand your front office to anyoneThe questions to ask before anyone replies to your leads, and the red flags to listen for.

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