馃嚨馃嚤 馃捀 How to verify If my clients closed my leads and for what price? 馃捀
Hi guys, hope you're having good Sunday! 馃寘
I'll be getting clients for lead gen / nurture services in "high-ticket" interior renovations niche and I need to sort out easiest way to collect their feedback after they meet and "quote" my leads.
Also couple side-topics too. 馃槄
So my process looks like this:
  • get leads from forms / funnel -> reach out to them with phone ( qualify them )
  • pass all lead info to client ( then I need to verify If he really called them back in time period they picked ) - also here I was thinking If phone system like OpenPhone is a good idea for my customers - this could allow me to track their timings and quality of follow-ups, listening back to their calls with prospects ( to see if they are not saying some crazy things etc. )
  • then client should get back to me with info If he booked them or not so I can move them to "booked" workflow ( calendar reminders and follow-up process ) or to nurture them later ( would be perfect to make some automation for this too, for example in HighLevel and allow my client to inform me through app or text template )
  • after going to lead's place - client should let me know how it goes If he closed, quoted him or not at all ( would be great to also have some way of reminding me about their meeting, and client to remember to let me know about result )
It is a bit chaotic but my main concerns are:
  • how to seamlessly automate as much as possible this feedback flow with my client
  • how to minimalize/eliminate chance for client to lie about him closing lead or reporting lower closed job price than he did.
  • should I use OpenPhone or there are better alternatives / also cheaper than 30$ a month ( having in mind that their app is pretty basic, and client should be okay with using it to work through my leads + call recording + access to their texts exchange ).
Thank you in advance!
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Kamil Kowalczyk
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馃嚨馃嚤 馃捀 How to verify If my clients closed my leads and for what price? 馃捀
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