Technology and AI

Automating Lead Follow-Up: Use Cases and Limits

Automation can make sure no enquiry is forgotten. It can also make a business feel impersonal if it is used in the wrong places.

Published by ALFIRST CO.

Good uses

Instant acknowledgement of a new enquiry, passing it to the right person, reminders to follow up, and copying details into your records.

Where to be careful

Sensitive conversations, anything that needs judgement, and any message sent without the person's consent.

Start small

Automate one stable step, check that it works, and then add more.

Keep a person in the loop

Make sure someone can step in when the automation gets it wrong.

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