Fix the handoff after an inquiry
A campaign can attract the right people and still lose business after the first contact. Review missed calls, response times, booking steps, and sales notes before paying to bring in more inquiries. Save a baseline before replacing an existing approach.
Explain follow-up at signup and give people a clear way to opt out. Route active buyers to staff rather than leaving them in a sequence. Name an owner for each task so requests do not get lost.
Make the plan fit your market
Confirm which parts of San Jose your business actually serves, whether customers visit or request delivery, and when staff can respond. Use your own inquiry history to choose service areas; city population alone does not show demand. Explain any real service-area limits that affect customers in San Jose.
Record current lead sources and how many inquiries become customers. Missing source data is a reason to improve measurement before expanding the budget. Use only the customer information needed for the agreed work.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities