Enquiry response and follow-up
The office pays for every enquiry twice - once to attract it and once to lose it to whoever answered first.
What happens today
New work requests arrive by phone, web form and email, and wait. A call that lands while the office is on another line goes to voicemail; a web form waits for the next quiet moment; a quote that gets no answer gets one chase, when someone remembers. Roughly one in four requests waits past the same day.
By the time we call back, half of them have booked someone else.
Why it leaks
Nobody owns the reply. The phone system's missed-call text-back is switched off, the web form goes to a shared inbox with no alert, and follow-up depends on the office manager's memory on a day that is already full.
What fixes it
Instant reply, missed-call text-back and a five-touch follow-up cadence
Every web request gets a text and an email inside a minute, a missed call on the office line answers itself, one qualification rule routes installs to the surveyor and repairs to dispatch, and an open quote is followed up until someone replies. Rules in the systems already paid for, not AI.
Automate, AI optionalFocused projectMedium effortWhere AI would add something
The rules above answer every enquiry. AI would change what the answer says - a first reply drafted from the customer's own words rather than a template, and a short thread that asks the three things your surveyor always ends up phoning about anyway. Worth testing once the base is running, and worth judging on the reply rate it produces, because the leak here is silence and the rules already end that.
What it would cost you: A thread that talks to your customers has to say it is AI under Article 50 of the EU AI Act, it needs a rule that hands off to a person the moment it cannot answer, and someone reads what it sent for the first few weeks. That is why it is an option to test later, not step one.
What stays human
The conversation. The text buys time and the cadence covers silence; a person still wins the job.
What you get back
Revenue at stake
€26,400Money win / yearof €52,800 leaking per year, at 50% recovery
How we sized it: Two leaks, one on each side of the finding. On the reply side, about 1,200 new work requests a year, roughly 300 wait past the same day, and by the time the office calls back about half have booked someone else - your own estimate on the call - so 150 are lost to the delay x €800 contribution on an average won job (installs and repairs blended) x 30% a same-day answer would have won = €36,000. The 30% sits above the 22% you convert across all enquiries (265 won of 1,200) on purpose, because that 22% is a blend that already includes every enquiry answered fast. On the follow-up side, of the 265 quotes a year that do not convert, a five-touch cadence re-engages about 8%, so 21 of them x €800 = €16,800. Together = €52,800.
Money · Medium confidence
What changes, and how you'll know
Today: One request in four waits past the same day. Reply time itself is not measured.
After the fix: Every request answered in five minutes, one minute after hours. Every open quote chased five times.
Measure in 90 days: Median reply time, from the phone log. Replies per ten quotes, from the CRM.