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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
  • 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

 

Make sure all new leads on all platforms are called right away and get them scheduled!!

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