- Potential Lead Identification - Here we discussed how by using different filters we can prioritize our leads to whom we have to connect first and which are the leads who have higher chances of getting converted. Once we start it is important we are able to filter to potential audience wherein conversion potential is higher.
A) Priority 1: Form Initiated but Payment Pending and their lead stage is Untouched. The filters that can be used are mentioned below:
B) Priority 2: Form Not Initiated and are untouched. The filters that can be used are mentioned below:
- Relevance - Once we have identified potential leads it's important we have relevant pitching for every audience set and before calling we refer to all the lead touchpoints. So that we know our leads before you reach out to them and we don't ask them rather we tell them. It plays a critical role in enabling us to connect well, build a rapport with the applicants.
- Engaging Strategically - You can engage the leads strategically by adding follow-ups and notes. Using all the touchpoints to effectively engage applicant & update activity (notes/followups/stages) which helps us to connect well next time (by using Notes for references)
A) Follow Up: You call up a lead and they are busy unable to attend you and may ask to call back later or some other day. By adding a follow-up you can add the date and time when you need to call that particular lead. This practice will help you target better and won't let you miss out on that lead.
You might learn more about it here: How to add follow-up
B) Notes: Suppose a student is having an exam and he asked us to call him after his exams so in that case by adding a note when we again call that particular lead you can have a better connect with him.
- Personalising the communication - It is very important to send a personalised communication (Sms/Email) after every call. After every call, you should send out personalized communication on the basis of the lead stage with a further action plan.