How to manage leads

Lee Jackson

What's inside?

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.

Sponsored by Cloudways

One reason we can bring all this awesome content is because of Cloudways sponsorship. They believe in providing education and helping agencies deliver quality services without the stress. We use them for both our agency businesses.

Click here to check them out and support this channel.

Facebook Group

WP Innovator

Facebook Group

This group is for design and web agencies that are growing their business online. And if you happen to be using WordPress you might find this a partic...

Join The Conversation


Leave a Comment