Price the follow-through gap in your own numbers
Before you buy anything from anyone — including us — run this worksheet. It turns 'follow-up is inconsistent' into a number you can argue with.
Every operator feels the gap. The worksheet makes it visible. Give it fifteen minutes with your CRM and your last quarter in front of you.
Step 1 — your baseline
- How many inquiries arrived last month — portals, website, phone, referrals?
- How many received a personal response the same day?
- How many received a second touch within a week?
- What is your average gross commission, or average deal value if you are not in real estate?
Step 2 — price the gap
Take the inquiries that never got a second touch, apply your close rate, apply your average value. Even a conservative estimate is usually uncomfortable. An example, clearly labeled as one: 20 inquiries a month, 8 never get a second touch, a 1-in-12 close rate, $9,000 average gross commission — roughly $6,000 a month sitting in the gap. Your numbers will be different. That is the point.
Step 3 — what we measure with you
- Baseline recorded before configuration: median response time, follow-up completion rate, database contacts reactivated.
- A 30-day and a 60-day review against that baseline.
- A straight answer at day 60: working, adjust, or stop.