Enquiries ko fast qualify karein: 5-question intake form aur AI summaries
Har enquiry ko same time dena zaroori nahi. Start me same 5 questions poochein, aur AI se answers ki short summary aur suggested next step banwayein.
On this page
Small team har enquiry ko 1 hour nahi de sakti. Kuch customers isi week buy karne ke liye ready hote hain. Kuch sirf prices compare kar rahe hote hain. Kuch ko wo chahiye jo aap sell nahi karte. Qualify karne ka matlab hai jaldi pata karna ki kaun kya hai, taaki ready customers ko aapka attention pehle mile.
Step 1: Apne 5 questions chunein
Wo questions chunein jinke answers se aapka next step change hota hai. Ek set jo zyadatar businesses ke liye kaam karta hai:
- Aapko kya chahiye? Product ya service, customer ke apne words me.
- Kitna, ya kitna bada? Quantity, size, number of people ya budget range.
- Kab tak? Is week, is month, ya abhi sirf explore kar rahe hain.
- Kahan? City ya delivery location.
- Hum aapse contact kaise karein? Phone, WhatsApp ya email, aur best time.
5 hi rakhein. Har extra question par log chhod dete hain.
Step 2: Har baar same tareeke se poochein
Jo aapke customers already use karte hain wahi use karein:
- WhatsApp: ek saved quick reply jo ek friendly message me paancho questions poochta hai.
- Website ya social media: ek short form, jaise Google Forms, jo spreadsheet bharta hai.
- Phone: one-page script, aur phone par wala person answers sheet me type karta hai.
Channel se zyada ye matter karta hai ki har baar same questions poochhe jayein.
Step 3: AI se summary aur suggestion lein
Answers (phone number ya doosri personal details ke bina) apne AI assistant me is prompt ke saath copy karein:
You help a [type of business] sort new enquiries. Here are a customer's answers to our five questions: [paste]. Write: (1) a two-line summary; (2) which group this enquiry belongs to: A = ready to buy soon and a good fit, B = interested but not ready or missing information, C = not a fit for us; (3) one suggested next step; (4) one question we should ask next. Our business: [what you sell, minimum order, areas served]. Do not guess anything that is not in the answers.
Example
Ek made-up printing business. Sirf idea dikhane ke liye.
Answers: "Wedding cards, 300 pieces, 12 din me chahiye, Lucknow, WhatsApp theek hai."
AI summary: "300 pieces ka wedding card order, Lucknow me 12 din ke andar delivery chahiye. Group A: clear need, clear quantity, deadline paas hai. Next step: aaj hi 2 design options aur price bhejein. Poochein: kya unke mind me koi design hai ya hume design karna hai?"
Owner agree karta hai aur 1 hour ke andar reply karta hai. Jo enquiry kehti hai "bas prices check kar raha hun, shayad next year", wo group B me jati hai aur use price list aur next month ek follow-up milta hai.
Step 4: Decide karein ki har group ko kya milega
| Group | Kaun | Unhe kya milta hai |
|---|---|---|
| A | Ready aur good fit | Same day reply aur ek call |
| B | Interested, ready nahi | Abhi ek helpful message, fixed date par follow-up |
| C | Fit nahi | Ek polite reply, aur ho sake to kisi aise ka pointer jo help kar sake |
Group C ko bhi polite answer milna chahiye. Log yaad rakhte hain ki unke saath kaisa behave kiya gaya, aur wo baat karte hain.
Step 5: Month me ek baar groups review karein
10 enquiries dekhein jinhe aapne A mark kiya tha. Kya unhone buy kiya? Agar bahut ne nahi kiya, to aapke questions ya judgment ko adjust karna hoga. Kuch B aur C wali bhi dekhein, ki kahin aapne unhe jaldi side me to nahi kar diya.
Ek person in charge rahe
- AI group suggest karta hai. Ek person confirm karta hai.
- Kabhi customer ko automatically reject na karein.
- Agar koi answer unclear hai, to guess karne ke bajaye customer se poochein.
Ye mistakes avoid karein
- Start me bahut kuch maangna. First message me GST numbers, full addresses ya documents na maangein.
- Group ko final maan lena. Jo "B" jaldi reply karta hai wo "A" ban gaya hai.
- Names aur phone numbers AI me paste karna. Summary ko unki zaroorat nahi.
Next step
Summary aur group ko apni enquiry sheet me daalein, aur baaki kaam follow-up days ko karne dein: sales leads ke liye simple AI-assisted follow-up system.
