Lead Management System: Video Training Series
9 steps to maximal lead conversion efficiency.
#1. System Overview / Intro.
A single log in for everything you need.
Watch Video #1
#2. Your Pipeline
How to find it and how it works...
- Log In: to the system using the log in details provided in the campaign guide.
- Navigate: To the left hand side menu bar
- Click: 'Pipelines'
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Select: The according offer you wish to find from the dropdown
Watch Video #2
What it all means and when each of the above "Deal Statuses" apply...
- Open: no final outcome yet - usually at the start of the pipeline, every new lead enters the system as 'open'.
- Abandoned: After mutliple attempts through different mediums we have not been able to instigate any kind of conversation. When the contact is moved to the correct stages, the system will automatically move them to abandoned.
- Won: We have managed to take any kind of payment from a lead
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Lost: A conversation has been had with a lead and the answer is a firm no.
Watch Video #3
#4. Using Pipeline Date Filters
How to filter your pipeline with date parameters...
See the video for how to apply / remove date filters from your pipeline.
Note: Contact Date Definintion.
When filtering contacts / leads / opportunities (all the same thing) by date, it is useful to know that the date which applies to each person (and the date filter they will fall under) is determined by the date the opportunity was created / or when the lead originally opted in to the offer.
Watch Video #4
#5. Communicating with Your Leads
Where to look and how to reply...
Using the system you can call, text (SMS) and email the leads with two way communication functionality. See the video for where to look and how to use!
Note: Phone Numbers.
We allocate a system number to each business we work worth where outbound SMS' are sent from and where calls are mode from.
If an SMS response is received, it will appear in the conversation thread.
If a call is returned, that call will be forwarded to the studio number or allocated salesperson's mobile.
Watch Video #5
#6 Follow Up Call Process
How to get the best responses and therefore most sales from your leads during follow up...
- Call Once: ASAP after they appear in the pipeline, if no answer...
- Call a Second Time: You will be surprised by the volume of answers you get at second attempt. If still no answer...
- Leave a Voicemail: Be sure to leave some intrigue.
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Move: The contact to the next stage to trigger automation.
If no automation is set up to trigger, send manual texts / emails from the system or feel free to be creative with Whatsapp videos / voicenotes or jump on social media platforms to start a conversation.
Watch Video #6
#7. Searching for a Contact
How to search for an individual contact in your...
- Pipeline: Search for a contact using the search bar in the pipeline view
- Contacts / Smart Lists: Search here for contacts if they can't be found in the pipeline
Watch Video #7
#8. Using Notes & Tasks
How to use these effectively to be organised and maximise results.
- Notes: Any information you deem important about the contact which has been derived from a conversation which does not require a next action. For example, injuries, training preferences, results of a conversation.
- Tasks: When another action is required. For example a call back, a return email etc.
Watch Video #8
#9. Contact Tags
How they work and what they mean...
Tags are automatically applied to contacts depending on which actions they take / do not take and provide a basis for us to filter out different contacts depending on the offer they have chosen, the location they are interested in and how what actions they have taken within the pipeline.
- Location Tags: Derived from the choice of location at the point of opt in.
- Offer Tags: '3 for £30 Reserved' = a lead. '3 for £30 Purchased' = a purchase.
- Action Tags: 'Conversation Had', 'MindBody Account Created'.
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Inaction Tags: '48hr Period Concluded', 'Last Chance Sent' (Auto Comms 3 triggered)
Watch Video #9
#10. FAQ's
HELP! I can't see any leads in my pipeline!
Check your date filter and deal status filter on your pipeline (see sections #3 & #4)
HELP! I accidentally changed a lead to won / lost / abandoned and need to change it back
Click on the contact card and change the deal status drop down option on the pop up.
HELP! I need the checkout page link to send to a lead!
Navigate to conversations and select anybody who has opted in for the same offer. Scroll up their conversation history and copy and past the link from there.
HELP! I need to manually unsubscribe somebody!
Click on the person and select "Activate DND" (Do Not Disturb)
HELP! I want to see what emails / sms are going out automatically!
Navigate to conversations, select a lead and scroll up to see full conversation history - or navigate to your campaign guide. (Campaign guide will not include campaign updates.)
