Sales leads ke liye simple AI-assisted follow-up system

Jab follow-up memory par depend karta hai, to busy days decide karte hain ki kis customer ko aapka reply milega. Ye system set up karne me lagbhag 1 hour lagta hai. Isme sirf ek spreadsheet, ek AI assistant aur WhatsApp ya email chahiye.

Aapko kya chahiye

• Ek shared spreadsheet, ya simple CRM agar aapke paas already hai
• Messages draft karne ke liye ek AI assistant
• Wo channel jo aapke customers already use karte hain, usually WhatsApp ya email

Step 1: Har enquiry ke liye ek hi sheet

Ek sheet banayein jisme ye columns hon:

Team ke saath ek rule fix karein: har enquiry usi din sheet me jayegi jis din wo aati hai, chahe wo phone par aayi ho.

Step 2: Enquiries ko 3 ya 4 types me sort karein

Zyadatar businesses ko same type ki enquiries baar-baar aati hain, jaise price request, bulk order, service booking ya general question. Apne types likh lein. Har type ke messages aap ek baar banayenge aur baar-baar use karenge.

Step 3: Har type ke liye 3 messages draft karein

AI assistant se har enquiry type ke liye 3 short messages maangein: first reply, day 3 ka follow-up, aur day 7 ka final follow-up. Use real details dein: aap kya sell karte hain, aapka usual tone, aur wo ek question jiska answer aap customer se chahte hain.

Ek prompt jo aap adapt kar sakte hain:

You help a [type of business] in India reply to customers. Write three short WhatsApp messages for a customer who asked for the price of [product]. Message 1 is the first reply: thank them, ask [the one question you need answered], and offer a quick call. Message 2 is a follow-up three days later that answers a common doubt: [the doubt]. Message 3 is a polite final check seven days later. Each message under 60 words, simple English, no emojis. Leave [name] where the customer's name goes.

Agar aapke customers Hindi me comfortable hain, to prompt ke end me likh dein: "Write them in simple Hindi in English letters."

Har draft ko tab tak edit karein jab tak wo aapki apni language jaisa na lage. Final versions ko WhatsApp Business me quick replies ki tarah save karein, ya email me templates ki tarah.

Example: price request ke 3 messages

Ek made-up packaging supplier. Sirf pattern dikhane ke liye.

Day 1. "Hello [name], corrugated boxes ke baare me poochhne ke liye thank you. Sahi price bhejne ke liye kya aap size aur monthly quantity bata sakte hain? Agar easy ho to main 2 minute ka call bhi kar sakta hun."

Day 3. "Hello [name], bahut se customers poochte hain ki kya box par logo print ho sakta hai. Haan, minimum quantity se upar ke orders me ho sakta hai. Kya main printing ke saath aur bina printing ke price bhej dun?"

Day 7. "Hello [name], main apni side se ye enquiry abhi close kar raha hun. Agar aapko boxes chahiye hon to yahin reply kar dijiye, main same day price bhej dunga."

Step 4: Fixed days par follow-up karein

• Day 1: first reply, same day.
• Day 3: ek helpful follow-up, jaise kisi common doubt ka answer.
• Day 7: enquiry close karne se pehle ek final, polite check.

Har message bhejne ke baad "next follow-up" column bharein. Har morning ek fixed time par sheet check karein. Usually 10 minute kaafi hote hain.

Step 5: Week me ek baar review karein

Count karein ki kitni enquiries aayi, kitnon ne reply kiya aur kitnon ne buy kiya. Dekhein ki buyers kis source se aaye. Phir us ek message ko improve karein jise sabse kam replies milte hain. Baaki ko waise hi rehne dein.

In baaton ka dhyan rakhein

• First line ko customer ke name aur unhone jo poochha tha usse personalise karein.
• Utne hi follow-ups bhejein jitne aap khud receive karna chahenge. Zyadatar businesses ke liye 3 kaafi hain.
• Customer ka phone number ya personal details AI tool me paste na karein. Template AI se draft karwayein, phir details khud add karein.
• Agar customer kahe "abhi nahi", to notes me wo month likh lein jo unhone bataya, aur tab follow-up karein.

Next step

Jab sheet chalne lage, to quotations bhi fast karein: dekhein AI se quotations aur proposals fast kaise likhein.