Lead Monitoring SOP

Once the lead clicks the “appointment” setting in our email campaign, they must be automatically tagged as “Initial Call” in Active Campaign

• All QL’s must be enrolled in a separate sequence in AC that will;
• Confirm their schedule
• Remind them of their scheduled appointment
• Follow up if they missed their appointment
• Update the Lead Tracker for their Status
• Use the Call Scheduled tracker to record their progress
• Once the call is successfully done, ALL identified qualified leads will be tagged as “Discovery Call” in AC
• The Discovery call will then be scheduled where we will assess their needs and identify pain points.
• Prepare a proposal for the next call.
• Set the “proposal Call” or Presentation call with the client.
• Wait for clients’ feedback if its a deal closed- won or lost.

Monitoring Re-scheduled Call

• If the 30-minute initial call was re-scheduled send the lead a confirmation of your availability on his/her given dates and time for the call.
• Document the changes in the Call scheduled tracker.
• Send a reminder to the client one day, and one hour before the meeting.

Monitoring a Cancelled Call

Send an email to the client and ask why he/she canceled the scheduled meeting. Propose another meeting schedule that works best for the client. If they responded with a reschedule, document the changes. If they didn’t respond at all, enroll them in a sequence in AC for several follow-ups. If they are still not responding enrolled them in a Newsletter sequence.

Monitoring a No Show Call

• Send an email to the client and ask why he/she missed the scheduled meeting.
• Propose another meeting schedule that works best for the client.
• If they responded with a reschedule, document the changes.
• If they didn’t respond at all, enroll them in a sequence in AC for several follow-ups.