Lead Management Solution

 

Your Problem

  • You’re struggling to keep track of all your leads and they’re starting to fall through the cracks.

  • You’re not sure who you’ve followed up with and who you haven’t.

  • You have new leads spread across multiple different apps and platforms.

  • Lead conversations and information isn’t stored effectively so you find yourself being repetitive or forgetting to chase potential new clients.

Our Solution

  • Store all lead details, conversation, notes and important information in one place.

  • View at a glance how many active leads, open conversations and potential new clients you have at any time.

  • Track a lead’s entire ‘journey’ through your enquiry process from start to finish

  • Automatically create reminders for you to follow up with any delayed responses and nurture colder leads.

  • Never let a potential client slip through your fingers again.

The Framework

 
 

When creating your solution we’ll use your accounts so you maintain complete control over your business. We’ll use the following applications:

  • Typeform

  • ActiveCampaign

  • Zapier

  • Trello

  • Calendly

What’s Included?

Your Lead Management solution includes:

  • A real time Trello board that automatically creates a new card with lead specific details when:

  • Your enquiry form is completed (this includes all questions and answers to create a quick view and keep everything in one place).

  • An enquiry call is booked, cancelled or rescheduled by your lead.

  • Custom buttons to remind you to follow up with a lead that allow you to add a ‘due date’ for 1, 3, 7 and 14 days into the future (customisable).

  • A clear view of how many leads are in your business at any given time, how many new leads you have in the current month and how many leads are in each stage of your enquiry process.

  • A full video walkthrough and demonstration of your entire lead management solution so you know exactly how to use it to the best of your ability.

  • One full month of our Support Plan to help you familiarise yourself with your new workflow (read more about our Support Plan).

 

Ready to Start?

 
 
 

Frequently Asked Questions

How long will it take?

Our turnaround time is 14 days from when you’ve sent us everything we need.

What if I need to make small changes and tweaks?

We highly recommend our Support Plan for all your ongoing needs.

What could go wrong with my solution?

Although we can't guarantee that errors won't occur, we want to assure you that we use top-quality apps like ActiveCampaign, Zapier, Typeform, Trello, and Trainerize to ensure the smooth functioning of your solution. However, as with any technology, there may be instances of outages or downtime. To mitigate this, we suggest considering our Support Plan, and if you have a good working knowledge of the framework apps, you may be able to resolve any issues that arise on your own.

What plans do I need for my apps?

The plans required for ActiveCampaign and Zapier are tailored to the specific needs of your business, taking into account the number of clients you have and the corresponding number of tasks that will be performed. As your client base grows, so too may the need to increase the number of tasks on your plan.

We understand that managing your plans can be overwhelming, which is why our Support Plan includes an alert system that will notify us when you reach 80% of your task allowance. This allows us to proactively inform you of any necessary upgrades and ensure that your business runs smoothly.

Additionally, Zapier offers a "Professional" plan that includes auto-replay functionality, which can prevent downtime due to server outages by automatically replaying failed zaps. While this plan is recommended, it is not required. Our team is always available to guide you in determining the best time to upgrade.

 

Still not sure?

If you’re still not sure whether this is the right decision for your business then lets jump on a call to go through any questions you have.

Additionally, please book in a call if you’d like to discuss a more bespoke option that includes Onboarding, Enquiry or Client Management.