Effective lead generation requires not only increasing lead flow and managing conversations but also ensuring proper organization and structure. This guide will help you streamline your lead management process, preventing missed opportunities and lost revenue.
1. Understanding the Importance of Organization
Avoid Overwhelm: Proper structure helps manage both high and low volumes of leads efficiently.
Prevent Lost Revenue: Organized leads mean fewer missed opportunities and more revenue.
2. Navigating the System
Contacts and Opportunities:
Contacts: A repository for all your social media contacts.
Opportunities: Deals or potential sales associated with each contact.
3. Accumulating Contacts
Automatic Collection:
Social media contacts are automatically saved.
Emails and other information provided by contacts during interactions are stored.
Manual Collection:
You can manually add contacts if needed.
4. Creating Opportunities
Automated Process:
Contacts are automatically converted to opportunities based on their interactions (e.g., Instagram, Facebook, SMS, WhatsApp).
Manual Process:
Example: Manually add a contact named "George Test" to see it appear in the system.
5. Managing Leads in the System
Viewing Contacts:
Contacts will have details like social media handles, emails, and phone numbers.
Viewing Opportunities:
Opportunities are categorized by their source (e.g., Instagram, Facebook).
Leads move through different stages in the sales process automatically or manually.
6. Engaging with Leads
Sending Messages:
Directly send messages from the system via Instagram, Facebook, or WhatsApp.
Organizing Conversations:
Use columns such as "Manual Opening Message" and "Qualifying Questions" to track lead engagement.
Example opening message: "Are you looking to build muscle or lose fat?"
7. Handling Follow-Ups and Bookings
Follow-Up Section:
Store leads that aren’t ready to buy now for future follow-up.
Booking Calls:
Move leads to "Booked Call" once they schedule a call to remove them from messaging sequences.
This helps you keep track of scheduled calls and follow-ups.
8. Managing Lead Status
Successful Sign-Ups:
Drag leads to the "Won" section once they sign up to indicate a closed deal.
Dead Leads:
Move poor-quality leads to "Dead Lead" to focus on viable prospects.
9. Final Steps
Sales Call:
Conduct sales calls with leads in the "Booked Call" section.
Client Onboarding:
After closing a sale, onboard the client and start the coaching process.
Summary
Organizing your lead management process using this system will help you scale efficiently and effectively. Properly managing and structuring your leads prevents missed opportunities, optimizes your sales process, and supports business growth.
