Why it matters
Cutting response time from 30 minutes to under 5 minutes often massively improves conversion/connect rate. More connects produce more qualified meetings and more revenue.
Architecture
Form submit -> webhook -> triage agent -> send instant email or SMS with calendar link -> create lead in CRM -> Slack alert -> SLA timer. Keep it in one lane.
SLA
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First touch under 5 minutes
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Human claim under 15 minutes
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Calendar slot offered within 24 hours
SOPs
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Qualify using 3 rules only. Example budget fit, timeline fit, ICP fit
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If qualify is yes then send calendar link and intro
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If qualify is no then send polite redirect and tag
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Escalate to human if intent unclear or high value keywords
Metrics
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Form starts
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Qualified percent
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First response time
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Connect rate
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Show rate and conversion rate
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Drop off by step
Implementation checklist
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One intake form and one CRM owner
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Webhook to n8n for triage and alerts
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Calendar link with round robin or owner only
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SMS enabled if allowed
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Dashboards visible to sales and ops
Common issues
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Multiple forms and multiple owners
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Slow secrets or access
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Letting the agent write novels. Use short templates.
Start a 14 Day Agent Sprint and get to under 5 minutes in week one.