Note: All these processes are also mapped within this Lucidchart
New Digital Lead Qualification Process
You've received a new digital lead (either through Beehive's website or a paid ad) - woohoo! What are the next steps? Continue reading to learn what to do.
Step 1: Research and Determine if Lead is a Target Account
This is where you'll do some research on the lead - including (but not limited to) looking up their company information, size, employee count, revenue, and industry to determine if this is a lead Beehive would like to proceed.
If contact is unqualified: Make sure to let Lisa know and pass the lead to her.
Step 2: Assign the Contact to the Company's Owner
If this contact is missing a Contact Owner, please review who owns the contact's company and assign the contact to the existing owner of the company.
Example: If John Smith (contact record) is from ABC Staffing, and the company record ABC Staffing is owned by Abigail, assign John Smith to Abigail.
If company is unowned: Pass the lead to Lisa.
Step 3: Enroll the contact in the sequence, "Discovery Meeting Sequence"
Now that we've taken care of a majority of the internal data housekeeping items above, it's time to reach out to the prospect! Please enroll them in the "Discovery Meeting Sequence" sequence.
Be sure to enroll the contact into the sequence that has YOUR NAME in the title.
This sequence is designed to automatically reach out to the prospect and try to get them to book a meeting with you.
Final Notes
If the prospect books a meeting from your sequence: They will be automatically unenrolled from the sequence and a new deal for them will be made on the New Client Growth Pipeline.
If the prospect DOES NOT book a meeting: A task will be assigned to you to follow-up with the lead and disposition them (if applicable)