RevOps

Inbound Sales

AspectInboundOutbound
IntentHigh/explicitLow/implicit
Speed needCritical (<5 min)Important
Content roleEducation/enablementAwareness/interest
RoutingSignal + form dataICP + enrichment

💡TL;DR

Inbound is won with sub-5-minute response and the first 3 touches. Template auto-acknowledgment, slot offer, and context-rich follow-up; let AI bridge off-hours. SMBs should simplify routing, clarify roles and SLAs to prevent missed contacts. Route low-score leads to auto-nurture so reps focus on high intent.

Definition

Responding to hand-raising prospects from forms, chat, or product activity with rapid, personalized follow-up. Strong inbound motions use routing, SLA timers, and templated first-touch to secure meetings quickly.

🏢What This Means for SMB Teams

Set up auto-acknowledgment and simple round-robin so even small teams hit SLA.

📋Practical Example

A 50-person B2B telehealth provider ($14M ARR) sold mental-health benefits to mid-market employers. Before: average response to form fills was 2 hours, first meetings booked on day 3, and form-to-meeting conversion 24%. They added an always-on bot offering two meeting slots, routed leads via round-robin with a 5-minute SLA, and sent industry-specific one-pagers automatically. After 60 days, 82% of inquiries were touched within 5 minutes, meetings booked within 12 hours climbed to 61%, form-to-meeting conversion rose to 38%, and monthly pipeline grew by $520k.

🔧Implementation Steps

  1. 1

    Create an auto-responder that confirms receipt and offers two meeting slots immediately after form/chat submission.

  2. 2

    Use round-robin routing with backup escalation at 4 minutes if no rep accepts the lead.

  3. 3

    Preload first-touch templates by segment (industry, company size) with a relevant proof point.

  4. 4

    Track SLA attainment (time-to-first-touch) and publish daily; coach reps who breach more than twice weekly.

  5. 5

    Route low-score or off-ICP leads to automated nurture to protect rep time.

Frequently Asked Questions

What’s the ideal first-touch channel for inbound?

Use the fastest acceptable channel for the buyer: phone or SMS for high-intent forms, email for detailed requests. Offer a scheduling link in every channel to secure time immediately.

How do we cover off-hours without burning reps?

Use an AI/bot to acknowledge, qualify lightly, and offer slots. Set an on-call rotation only for high-value accounts; otherwise, queue tasks for the next business hour.

How Optifai Uses This

Optifai detects inbound signals, creates tasks in the Action Feed with a 5-minute SLA, and AI handles off-hours.

Experience Revenue Action in Practice

Now that you know the terms, see them in action. Experience signal detection, automated actions, and ROI proof with Optifai.

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