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DT Lead Generation

Lead Generation

  1. Define the Avatar of the people we wanted to reach with.
  2. Indicate the industry where they belong to.
  3. Define the pond or places where we can see them. Are they in social media? Google search? Or Blog site searches.
  4. It is also important to define the roles and designation of our target audience
  5. Once we had identified them start collecting important information about them. Use this lead tracker to document their information.
  6. Identify your KPI or target number of leads to get each day, and make sure to hit your target.
  7. Complete the information needed for each lead and make sure that emails are verified. We are doing an email direct reach so it is important to get their email address right. These are the tools you can use to verify and find email addresses; Snov.io Find that Lead Email Finder- Free email finder and my favorite so far, this is also useful if there is no indicated email address on the website.*
  8. All these tools have a browser extension that you can use for easier searching.
  9. Once all information in the tracker is completed, set a schedule for CRM import. Imports don’t usually take long but it is important that all fields are correct to be able to import all your leads contact details.
  10. It is also important to identify tags for the leads. (Category_Lead)
  11. After successful import, start direct reach

Direct Reach

  1. We will be using Active Campaign as CRM and tool to reach out to our leads.
  2. To start direct reach, the first thing you have to do is to create an automation sequence (will be discussed separately)
  3. Once the automation sequence is set up, subscriber your leads to that specific automation.
  4. Monitor your AC activity for the conversion of leads to clients.
  • Stages of Lead Generation efforts
  • Lead generation- gathering of information about the targeted leads
  • Lead nurturing- activities to convert the leads into interested leads
  • Marketing qualified lead- initial call/ identified if the leads are qualified or not, leads are identified as HOT LEADS
  • Sales accepted lead- close to won, quotations are sent
  • Sales qualified lead- accepted the payment terms
  • Closed deal-CLIENTS
  • Post-sale- after-sales

Additional Notes

Cold reach will start with the list of contacts from Agile CRM Prepare email sequences Prepare the CRM to use

Last updated on 4th June 2020

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