How to manage leads

Episode 251 - Featuring Lee Matthew Jackson

January 29, 2020

So much business can be lost due to not handling leads effectively. With multiple channels of communication, and such unique needs, what can you implement to keep on top of, and to nurture the leads you get in?

In today’s podcast we unpack:

  • What is a lead
  • Documenting leads
  • The stages of a lead
    • Enquiry
    • Needs analysis
    • Estimate
    • Negotiation
    • Close
  • The process of managing leads
    • Record and attribute
    • Set a follow up action
    • Review / repeat regularly
  • Software options

By the end of this episode you should be able to visualise how to effectively manage the leads in your agency to ensure you don’t miss things. I’d encourage you to adopt a process, and utilise a task or CRM system to keep communications flowing.

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