Manage Your Lead Management Pipeline

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Step 1. Set Up Lead Management Pipeline

• Automates lead follow-up and categorization
• Lead magnet downloads, STS chat, opening message, and social media lead columns
  

Step 2. Categorize Leads

• Lead magnet downloads: leads who opt-in to lead magnets
• STS chat: leads who come through automated STS chat DM system
• Social media lead: general leads from social media channels
  

Step 3. Communicate with Leads

• Click into contact to view conversation thread
• Send messages through various channels (email, phone, Instagram, Facebook, Whatsapp)
  

Step 4. Move Leads Through Pipeline

• Drag leads across columns as communication progresses
• Opening message, conversing, qualifying questions, offer chat/consult, follow-up
  

Step 5. Manage Follow-up Processes

• Use task section to add follow-up tasks and due dates
• Move leads to follow-up column for additional follow-up
  

Step 6. Track Lead Progress

• Move leads to dead lead column if not taking action
• Use dead lead list to re-spark conversations and re-engage leads
  

Step 7. Integrate with Inquiry Management Board

• Leads who book a call appear on inquiry management board
• Drag leads into call booked column to keep track