Opportunities: how to manage your leads
Published on April 17, 2023· Andronautic Team
Learn how to manage your sales opportunities. The best working tool for agencies and full-week fleets, where the client needs their questions answered before confirming a booking.
What are opportunities?
They are the way to manage a potential new client who asks you about one or more of your services. You’ll typically use them when you want to send proposals that include the services you consider best suited to what the client is requesting.
Who is it designed for?
The tool is useful for any boat rental and activity business, whether you work as an owner/operator or as an agency. However, its benefits are clearest for weekly rental or high-ticket businesses, where the client requests a lot of information and options before deciding to pay for their vacation.
We’ve also designed additional tools for agencies, enabling direct communication with suppliers to confirm boat/experience availability, and then allowing quick follow-up with the client by email or WhatsApp.
How to close more charter bookings?
The following presentation will show you how, with Andronautic’s help, you can work every inquiry about your boats and experiences offering. It consists of the following steps:
- Register the lead as an opportunity.
- Choose the boats or activities you want to offer them.
- Proposals:
- If you’re a service provider: send the proposal.
- If you’re an agency: contact suppliers to confirm availability and request an option on the boat.
- Respond to the client and offer confirmation with online payment.
You can move through the slides by clicking on them. To watch the videos, click on the corresponding icon.
Benefits of the lead management system
- Better conversion. Message the client on WhatsApp to request a boat or a payment: they’ll respond sooner and better.
- Get paid more easily. Send proposals via online links and cut down time on every sale.
- Save time. The opportunity turns into a booking upon payment, saving you the frustrating copy/paste.