Web Form Leads & Phone Call Leads Quality Check SOP
Part 1: Web Form Leads #
Purpose #
The purpose of this SOP is to identify quality leads from the Web Form Leads submitted using the Leads Management Dashboard, so we can ask the client about them in the meetings. Also to be used for Red and Yellow zone clients when performing daily check-ins on leads.
Scope #
When a Client claims that they’re not getting qualified leads or not getting any leads at all, we should do this before a meeting and/or are in the Red and Yellow zone.
Definitions & acronyms #
- https://leadgare.com/ : LeadGare (Lead Dashboard)
- If the Form Title is a Clickfunnel: A lead coming from Facebook or DLF Campaign.
- If the Form Title is a PPC campaign: Leads are coming from the PPC ads and they have higher intent and usually leave a message. We can then read the message to determine if they are qualified leads.
- Agency Analytics: AA
Procedures #
For detailed instructions: Loom video
Step-by-step instructions #
- Step 1: Get access to the lead management dashboard.
- Step 1.1: Attain login to the dashboard from Amir. *You can Slack DM him with your request.
- Step 1.2: Login https://leadgare.com/
- Step 1.3: If you cannot find your client, contact Amir to add them. *You can Slack DM him with your request.
- Step 2:
- Step 2.1: Click the leads button
- Step 2.2: Choose Column.
- Step 2.3: Make sure you have the following columns checked:
- Source
- Text Message
- Form Title
- Step 2.3: Arrange the columns in this format: Contact Name, Source, Form Title, Landing Page, Notes, Message
- Step 3: Read Messages & Count Quality Leads
Note: We are only counting PPC and Organic leads in this process. Any lead source that is “m.facebook.com” is to be ignored. Reason being is that facebook leads are managed differently and will not add value to this process. The only exception is when the client is doing a quiz DLF campaign. Your CSM will indicate this if it is to be included.
- Step 1.1: Go to message.
- Step 1.2: Analyze and use judgment if it would qualify for leads according to their message.
- Step 1.3: If qualified, note the name in the message and inform the CSM manager to ask the client regarding the sender.
Part 2: Phone Call Leads #
Procedures #
For detailed instructions: See this Video
Step-by-step instructions #
- Step 1: Visit Agency Analytics
- Step 1.1: Login to AA
- Step 1.2: Go to settings on the left hands side
- Step 1.3: Select “linked accounts” to access LFMP clients
- Step 2:
- Select the Date
Step 3:
- Step 3.1 Select the Call Tracking Botton in the left side menu.
Step 4
4.1 Select the metrics button
4.2 include the following metrics if they are not already showing:
- Duration
- Source
- Answer
- First time call
- Keywords
- Name
- Phone number
- Date
Step 5
Download XLS
Step 6
Filter the calls and identify the first time callers and the duration.Do a quick scan of all calls and
- highlight in red the first time callers that are unanswered.
- Highlight in gree the first
Note: Mark it red for the calls with almost a minute. Hear and identify whether it is a quality call or not. So, the manager can easily tell which calls are needed to be examined and ask the client about it.
Step 6.2:CSS can add remarks on Comment column regarding the call.