Stephen Garbesi, founder of WooSender in the United States, is encouraging business owners to examine how outdated lead management systems may be limiting growth, productivity, and customer engagement.
NEW YORK CITY, NY / ACCESS Newswire / June 18, 2026 / Stephen Garbesi, founder of WooSender, is calling attention to a challenge that continues to affect businesses across industries: the reliance on outdated and highly manual sales processes.
From spreadsheets and paper calendars to repetitive phone calls and inconsistent follow-up, many organisations continue to depend on systems that consume valuable time and make it difficult to scale operations effectively.
According to Garbesi, the issue is often overlooked because businesses become accustomed to operating the same way for years.
“Many companies don’t realise how much time and opportunity they’re losing until they see what’s possible with more efficient communication systems,” Garbesi said. “The problem isn’t a lack of effort. It’s that many teams are spending too much time managing processes instead of building relationships and serving customers.”
The challenge is illustrated by the experience of Preferred Advisors, an insurance agency that relied heavily on manual lead tracking and outreach for more than a decade. According to agency leadership, leads were tracked using a combination of paper systems, spreadsheets, and manual calling efforts.
“Prior to WooSender, everything was very archaic and manual,” said Wesley Holland of Preferred Advisors. “Trying to track your leads, track your system, as well as making very manual phone calls. We were running at a 12% to 16% close rate.”
Research suggests that inefficient lead management remains a widespread issue. According to HubSpot, nearly 40% of sales representatives say prospecting is one of the most challenging parts of the sales process, while studies consistently show that delayed follow-up can significantly reduce engagement and conversion opportunities.
Garbesi believes many businesses underestimate the cumulative impact of repetitive administrative work.
“Business leaders often hire talented people to build relationships and solve problems,” he said. “But too often those professionals spend their day managing spreadsheets, chasing follow-ups, and performing tasks that could be streamlined.”
Preferred Advisors sought to address those challenges by implementing a more automated communication workflow. During a 30-day pilot programme, the agency processed 857 leads, generated responses from 504 prospects, and scheduled 345 appointments. According to the company, response rates increased to 59%, compared with previous rates below 20%, while close rates rose to 33%, more than doubling previous performance levels.
For agency owner Brett Casey, one of the biggest benefits was efficiency.
“You’re talking about being able to schedule appointments with thousands of people at once,” Casey said. “It pushes efficiency. Instead of paying four people to help me, WooSender does the work of multiple assistants.”
Garbesi emphasises that the larger lesson extends beyond any single company or technology platform.
“The real takeaway is that businesses should regularly evaluate where their teams are spending time,” he said. “If highly skilled employees are buried in repetitive administrative work, that’s often a sign that systems need improvement.”
Another challenge facing many sales teams is the amount of time spent pursuing prospects who are unlikely to move forward.
“There’s nothing worse than working someone who’s just not ever going to do anything,” Casey said. “WooSender finds the No’s for us, as well as finding the Yeses, and that frees up as much time as anything.”
Garbesi believes this highlights an important business principle: efficiency is not just about doing more work. It is about helping people focus on the opportunities that matter most.
“The company believes technology should enhance human communication, not replace it entirely,” Garbesi said. “The goal is to help businesses spend more time having meaningful conversations and less time managing administrative tasks.”
Call to Action
Garbesi encourages business owners, managers, and sales leaders to conduct a simple review of their current lead management process. He recommends evaluating how leads are tracked, how quickly prospects receive follow-up, how much time employees spend on manual administrative work, and whether existing systems support long-term growth. Small operational improvements can often create significant gains in productivity, responsiveness, and customer experience.
To read the full interview, visit the website here.
About Stephen Garbesi
Stephen Garbesi is the founder of WooSender, an AI-powered lead engagement and appointment automation platform serving businesses across insurance, financial services, legal, healthcare, real estate, home services, and other industries. With a background in enterprise marketing and lead generation, Garbesi focuses on helping organisations improve communication, increase operational efficiency, and create scalable systems that support long-term growth.
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SOURCE: Woosender AI sales agent
View the original press release on ACCESS Newswire
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