If you want to find automation opportunities in any business, ask these questions:
Before we get into the questions, I need to mention one critical thing.
Never put words in the prospects mouth.
They need to say in their own words what the problem is...
AND the time and money it costing them.
First question:
Never put words in the prospects mouth.
They need to say in their own words what the problem is...
AND the time and money it costing them.
First question:
1/ What tasks eat up your team's time?
Start with the obvious time drains.
Data entry, lead qualification, follow-up emails.
If someone's doing it manually more than 3 times a week, that's prime for automation.
Get specific on how many hours per week.
Start with the obvious time drains.
Data entry, lead qualification, follow-up emails.
If someone's doing it manually more than 3 times a week, that's prime for automation.
Get specific on how many hours per week.
2/ Where do leads get stuck in your pipeline?
Check for bottlenecks.
Between initial contact and first meeting?
That's usually where AI can help.
Most businesses lose about 60% of leads right here.
Get specific on how much a client is worth.
Check for bottlenecks.
Between initial contact and first meeting?
That's usually where AI can help.
Most businesses lose about 60% of leads right here.
Get specific on how much a client is worth.
3/ What information do you ask for over and over?
Contact details, company size, budget, timeline.
If you're repeating the same questions every sales call, set up a workflow to collect those answers up front.
Contact details, company size, budget, timeline.
If you're repeating the same questions every sales call, set up a workflow to collect those answers up front.
4/ Which follow-ups never happen?
Be real about this one.
The 3-day check-in, proposal follow-up, post-demo sequence.
Missing these touchpoints is costing you deals.
Be real about this one.
The 3-day check-in, proposal follow-up, post-demo sequence.
Missing these touchpoints is costing you deals.
5/ What reports does leadership actually use?
Not what they say they want - what they actually look at.
Pipeline updates, conversion rates, lead source performance.
Automate the reports that actually drive decisions.
Not what they say they want - what they actually look at.
Pipeline updates, conversion rates, lead source performance.
Automate the reports that actually drive decisions.
Ask these 5 questions in any business conversation and you'll spot automation opportunities fast.
Want more strategies on the business side of AI automation?
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Want more strategies on the business side of AI automation?
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