3 builders who never spoke to each other
Answer an inbound lead the same day, simply
Give one person the job of grading each new lead and replying inside a day, and let the form itself create the record and the notification. Elaborate scoring and routing chains have no quick substitute when they break, and everything the lead sees should live in one place.
The method
- 01
Assign one person to grade each incoming lead as qualified or not and to reply to the qualified ones within 24 hours asking whether they have questions.
- 02
Configure the same submission to create the CRM record and notify whoever is on the hook for following up, so no lead waits on a manual export.
- 03
Keep lead routing dumb - notify the sales team of each new lead with the relevant details and let them decide - because an elaborate scoring, filtering and assignment chain has no quick substitute when it breaks.
- 04
Decide who will work the extra volume before you scale spend, and automate follow-up for some or all leads so none are dropped.
- 05
Answer inbound interest by sending a booking link to your own calendar rather than trading availability emails.
What it returned
- 24
24-hour follow-up window.
With a simple notification step, he lists reports, Slack alerts, list exports, manual checking or Zapier as replacements that limit the outage to minutes.
One client's campaigns produced enough inbound that a sales development rep had to be reassigned to handle it.
He argues that spreading lead-facing material over five or more platforms guarantees the copies end up contradicting each other, a broken link in one tool and stale pricing in another.
Sources
- Operational Minimalism – Jakob GreenfeldJakob Greenfeld · jakobgreenfeld.com · Operational Minimalism · 2023-07-23
- How Content Marketing and Marketing Automation Led to a $5,000 Retainer ClientNathan Barry · nathanbarry.com · How Did This Happen? · 2013-12-07
- How to Use LinkedIn Sponsored Content to Get Sales LeadsGreg Kogan · gkogan.co · Lead Handling · 2016-06-10
- Simple Systems Have Less DowntimeGreg Kogan · gkogan.co · 3. More alternative solutions. · 2020-03-02
the second source
Three plays a week, for the phase you are in
No roundup of links, no news. Three tactics more than one builder arrived at separately, with the numbers each one returned and the disagreements left in.
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