Lead Capture Setup (Oct 1, 2019)

Introduction

Welcome to the Tuesday webinar! Today, we'll be discussing the system settings and how to build a campaign for a door hanger campaign. We'll review the call flow and workflows that can be set up for effective lead capture and follow-up.

Call Flow Setup

In the call flow, it's important to have a system that handles first-time callers and repeat callers differently. For first-time callers, you can route them to a voicemail and set up a notification system for missed calls. This allows you to promptly call them back and show your responsiveness.

In the voicemail branch, you can set up automated text replies for those who don't leave a message. This helps to engage with the caller and prompt a response. Additionally, you can set up a delay and send a ringless voicemail to further capture their interest.

For those who leave a voicemail, you can set up a branch to send notifications to your primary responder. You can also include a task or delay, along with a text message, to ensure that the lead is contacted and followed up on promptly.

If the caller doesn't leave a voicemail, you can tag them as "No Lead Left Behind" and include them in your long-term follow-up. This tag allows you to keep track of leads that may not require immediate attention but still have potential for conversion in the future.

Direct Mail Flow

The direct mail flow follows a similar structure to the call flow. First-time and repeat callers are handled differently, with repeat callers being routed to a live answer and first-time callers going to a voicemail.

For first-time callers, the voicemail branch is set up to capture their interest and prompt the next steps. Notifications are sent for voicemails, and you can retrieve the message from the Profit Dial inbox. From there, you can call the seller back promptly and initiate the conversation.

If the caller doesn't leave a voicemail, they are tagged as "No Lead Left Behind" for long-term follow-up. Additionally, automated text replies and ringless voicemails can be scheduled to engage with these leads over time.

Profit Dial Inbox and Contact Records

The Profit Dial inbox is where you can manage and resolve leads from missed calls and voicemails. You can review the voicemails, resolve leads, and assign contact records based on the type of call.

When reviewing a voicemail, you can choose to resolve the lead in different ways. For hang-up calls or non-productive voicemails, you can opt to trigger automated ringless voicemails and roll them into the "No Lead Left Behind" bucket. This ensures that these leads are still engaged with over time.

If the voicemail indicates a potential prospect, you can call them back and have a live conversation. During the conversation, you can assign contact records, specify the source, and add relevant tags based on the discussion.

Once the contact record is set up, you can trigger workflows depending on the type of lead. Workflows can be set up for long-term follow-up, offer submission, or appointment scheduling. The tasks associated with these workflows help you keep track of the necessary actions to be taken.

Keywords:

• Lead capture
• Call flow
• Voicemail
• Notification system
• Long-term follow-up
• Repeat callers
• Profit Dial inbox
• Contact records
• Workflows
• Offer submission
• Appointment scheduling

FAQ:

1. How do I handle first-time callers and repeat callers effectively?
2. What should I do if a lead does not leave a voicemail?
3. How can I ensure prompt follow-up with voicemail messages?
4. How do I set up long-term follow-up for potential leads?
5. What are the main functionalities of the Profit Dial inbox?
6. How can I assign contact records and add relevant tags?
7. How do I trigger workflows based on the type of lead?
8. What tasks are associated with the different workflows?
9. How can I schedule appointments and submit offers through the system?