Prompt local heat-pump leads to schedule in-person visits
Prompt local heat-pump leads to schedule in-person visits
Sales reps miss nearby heat-pump leads when drive times aren't checked, costing in-person demo opportunities. Send SMS with estimated drive time so reps can book nearby consultations.
Overview
Nearby leads slip away when reps don't know who can visit the showroom. This workflow spots heat-pump prospects within driving distance, sends a personalized travel-time SMS, and creates a follow-up task so reps can convert visits into consultations. Expect faster touchpoints, zero missed local opportunities, and manual routing eliminated.
Notable Features
- Check lead proximity by drive time
- Send personalized travel-time SMS
- Create follow-up task for reps