An initial call process for new leadsBlog added by lead Guy on September 16, 2011
The Lead Guy

lead Guy

NYC, NY

Joined: August 30, 2011

My Company

First, determine who is going to be in charge of calling the new leads. Who is the email going to when the lead comes from the lead company?

The new lead must be called immediately, so it needs to go to someone that can print and call when it comes in to start the follow up process.
  1. Print lead out
  2. Call the lead immediately to verify the information on lead over the phone.
  3. If not reached, leave a message.
  4. Create quote based on the information provided, using best case scenario quote.
  5. Create new email to send to quote to prospect.
  6. If no call back from that lead, call again before end of day to try and reach.
  7. Print a copy of the quote and put in the mail.
  8. On day two, call the lead again and leave a message if not reached. Send another email quote.
  9. On day three, call the lead again but leave no message.
  10. On day four, call the lead again and leave message if not reached. Send another email quote.
  11. On day five, call the lead again but leave no message.
  12. On day six, call the lead again and leave message if not reached. Send another email quote.
  13. On day seven, call the lead again but leave no message.
  14. On day eight, call the lead again and leave a message if not reached. Send another email quote.
  15. On day nine, call the lead again but leave no message.
  16. On day 10, call the lead again and leave a message. Send another email quote and mail another quote.
Attempts must be made for at least 10 days to reach a new lead.

Follow up process when prospect is reached
  1. Collect all the necessary information and give the prospect a quote immediately over the phone.
  2. If you cannot quote immediately, collect all the necessary information and call the prospect back as soon as possible with the quote.
  3. After giving the prospect the quotes, print each quote and mail a copy of the quotes to the prospect.
  4. The quotes need to be emailed to the clients.
  5. After two days or designated call back time, make follow up call to client. If not reached, leave a message and send email with copies of quotes. This can be done in one of two ways.
  6. After two more days, call the prospects to follow up with them. If not reached, leave a message.
  7. Email the quotes to prospects again.
  8. After two more days, call the prospects to follow up with them. If not reached, leave a message.
  9. Email the quotes to prospects.
  10. After two days, call the prospects to follow up with them. If not reached, leave a message. Email the quotes to prospects again.
  11. After two more days, call the prospects to follow up with them. If not reached, leave a message. Email the quotes to prospects.
The follow up process is now complete. At least five follow up calls need to be made after initial quoting process to try and complete the sale.

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