Smarter Week

How to automate it

How to automate “answer inbound enquiries and qualify leads”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

15 min
typically, every day
45%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Software featureBest fix

Let the website qualify the lead and book the meeting

Form routing and AI chat (Chili Piper, HubSpot Customer Agent (Breeze), Qualified, Fin by Intercom) ask the basic questions and put good leads straight on your calendar.

Typically saves about 35% of the time2 h to set up
  1. 1List the three or four questions you ask every inbound lead.
  2. 2Add them to the website form or chat agent.
  3. 3Connect it to your calendar so qualified leads book directly.
  4. 4Review the conversations weekly and adjust the questions.

Tools: Chili Piper · HubSpot Customer Agent (Breeze) · Qualified · Fin by Intercom · Calendly routing forms

Fix 2 of 2

Software feature

Save your common answers as snippets and templates

HubSpot snippets, Outlook My Templates, Gmail templates or a text expander insert answers you write every day with a shortcut.

Typically saves about 30% of the time30 min to set up
  1. 1List the ten answers you type most (pricing ranges, shipping, next steps).
  2. 2Save each as a snippet or template with placeholders.
  3. 3Share the set with your team.
  4. 4Update them when products or prices change.

Tools: HubSpot snippets and templates · Outlook My Templates · Gmail templates · TextExpander or Text Blaze

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Inside Sales Rep

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Inside Sales Reps