Start with the sales process already in place
Merritt Hobson begins by understanding where conversations, inquiries, estimates, and follow-up records live today. The goal is not to force a generic workflow. It is to identify which signals are useful and which next actions can be responsibly owned by the business.
Possible focus areas
- Unanswered sales calls and attempted callbacks.
- Quotes or consultations without a documented outcome.
- Older inquiries that may warrant a human-reviewed recheck.
- Where relevant, customer requests and verified availability can inform a human-reviewed conversation.
A service engagement, not an off-the-shelf platform
Access, review rules, staff responsibilities, and any communication activity are defined with the client. No outcome is assumed, and no automatic outreach is represented here.