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Managing Leads on Online Platforms
Manage sales platforms
All access credentials are in Drive
- Quote requested via email
- These come through email with a label Leads!
- Type information in Service Autopilot
- Call them right away when they come in
- Leave a message if they do not answer and let them know you will be sending a text message as well
- Text them using the text templates
- Mark to do as done once contacted
- Delete duplicate leads
- Yelp
- Check hourly for new opportunities and pass or send quotes
- Respond immediately to new messages and leads
- Follow up daily to any messages to check in if they are interested still and would like to speak to us about a quote
- Do not give a quote. Try to get them on the phone and gather info to add into Service Autopilot first
- Tawk.to – Website Chat
- Log in from 8 am – 5 pm.
- You will get a notification when there is a visitor in the website
- Respond immediately to new messages and leads request
- Angies List
- Respond immediately to new messages and leads (call them if number is provided)
- Add them into SA
- Change status
- Follow up daily to any messages to check in if they are interested still and would like to speak to us about a quote
- Do not give a quote. Try to get them on the phone and gather info to add into SA first
- On Friday go through and ensure they have all been entered into SA and all statuses are marked appropriately. See if they were won
- Next Door
- Respond immediately to any messages and call leads
- Add them into SA
- Change status
- Do not send quote until we speak with them
- On Friday go through and ensure they have all been entered into SA and all statuses are marked appropriately. See if they were won
- Google Local
- Make sure to notate and mark appropriately when receiving calls from google local or dispute as needed