Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
services:lead_management:lead_management_analysis_kick-off_checklist [2018/08/06 10:20]
jennygood [Lead Management Analysis Kick-off Checklist]
services:lead_management:lead_management_analysis_kick-off_checklist [2018/08/17 17:43] (current)
raquelmartin
Line 15: Line 15:
 Lead Management provides daily management of your leads, weekly database cleanup and weekly and monthly reporting and action items pertaining to your database and leads. We want you to send us every single lead, every single time. We want to manage 100% of your leads accurately and efficiently. We want to help you stop wasting leads. Lead Management provides daily management of your leads, weekly database cleanup and weekly and monthly reporting and action items pertaining to your database and leads. We want you to send us every single lead, every single time. We want to manage 100% of your leads accurately and efficiently. We want to help you stop wasting leads.
  
-During ​the first 30 days, we convert all of your leads from your databases and systems into one Core Database.+This one-time step happens during ​the first 30 days of service. We convert all of your leads from your databases and systems into one Core Database.
  
   * About how many leads do you currently have?   * About how many leads do you currently have?
Line 31: Line 31:
  
  
-During the first 30 days of Lead Management we will also convert your personal, email and social contacts and add them to your Core Database. ​+During the first 30 to 90 days of Lead Management we will also convert your personal, email and social contacts and add them to your Core Database. ​
  
   * Do you have personal or professional accounts with the following services: Facebook, Google/​Gmail,​ LinkedIn? If yes, which ones? Include all services in your logins report to us.    * Do you have personal or professional accounts with the following services: Facebook, Google/​Gmail,​ LinkedIn? If yes, which ones? Include all services in your logins report to us. 
Line 39: Line 39:
 Every lead in your database is worth at least $100. One of the first steps of Lead Management is working together to code all of your leads using our Core Database Coding scheme. Doing this ensures that your leads are properly coded and managed for daily, weekly and monthly work completed by Lead Management, Marketing, Calling and others, including you. Every lead in your database is worth at least $100. One of the first steps of Lead Management is working together to code all of your leads using our Core Database Coding scheme. Doing this ensures that your leads are properly coded and managed for daily, weekly and monthly work completed by Lead Management, Marketing, Calling and others, including you.
  
-During the first 30 days of service we work with you to complete a one-time conversion and coding of all of your leads. Your Key Assistant will teach you how to properly code your leads using our Billion Dollar Agent system for Core Database Coding. Your Lead Management assistant will work behind-the-scenes to convert and cleanup your database so that we can run a Billion Dollar Agent system efficiently.+During the first 30 days of service we work with you to complete a one-time conversion and coding of all of your leads. ​Afterwards we perform monthly maintenance and cleanup of your database.  
 + 
 +Your Key Assistant will teach you how to properly code your leads using our Billion Dollar Agent system for Core Database Coding. Your Lead Management assistant will work behind-the-scenes to convert and cleanup your database so that we can run a Billion Dollar Agent system efficiently.
  
   * Do you understand that Core Database Coding is required in order for us to manage your leads?   * Do you understand that Core Database Coding is required in order for us to manage your leads?
  • services/lead_management/lead_management_analysis_kick-off_checklist.txt
  • Last modified: 2018/08/17 17:43
  • by raquelmartin