*** When a lead comes into the portal, an Auto email and text message campaign begins that motivates the lead to follow up and schedule
Our System Makes:
The follow up process easier & less labor intensive
Organization of potential patients simple
Your team able to easily schedule and ultimately capitalize on more leads
THE DASHBOARD
ROI Driven CRM
We don't make money unless you are making money. Which is why you can see how your campaign is doing from a glance.
Simple & Easy Follow Ups (Tasking)
The "Follow Up Is Everything"
-Grant Cardone, Sales Training Consultant to Individuals and Business Coach, Motivational Speaker, Author and CEO, of three successful businesses.
Tasking is designed to make the follow up process easy and seamless so that you can just log on and know exactly who you need to call that day.
Common Headlines: -Call #1, #2, #3, #4, #5, #6, #7, Follow Up, Call to Reschedule, Follow Up for Decision
CONVERSATIONS
Conversations start when a lead contacts you through any of the following platforms
Texting
Email
FB Messenger
Inbound Calls
"A sales process that mandates 8-12 contact attempts, and uses multiple modes of contact usually…
sees a 90% contact rate for all possible leads, almost double the industry average."
-InsideSales.com’s own internal research with Dr. James Oldroyd, former Research Fellow at MIT, and with data analysis company InfoUSA
OPPORTUNITIES
Understanding the stages of sales cycle and how to successfully handle them.
OPEN LEADS
NEW LEAD
We have not tried to reach the lead yet.
Needs to be called ASAP!
NO RESPONSE YET
A follow up call & voice or text message has been made, but no response yet.
Must keep calling lead.
IN PROGRESS
A response has been received from the lead, but has not been scheduled yet.
Call back based off call.
SCHEDULED
Lead has been successfully scheduled!
Call for appointment reminder.
SHOWED
Lead showed up to their appointment.
Build Value and Close!
ROF (Optional)
Lead is scheduled for their "DAY 2" Consultation to go over report of findings.
Build Value and Close!
CLOSED LEADS
LOST
Lead came in for their appointment, but we could not convert them into a new patient.
ABANDONED
Lead filled out their personal information but for some odd reason they are no longer interested.
WON
Lead came in for their appointment and we converted them into a new patient!
SCHEDULING
Calendar
Schedule Overview: Daily, weekly, and monthly basis
Appointments
Appointment Statuses: Confirmed, Reschedule, Cancelled, No Show
*Don't worry about invalid and delete statuses
CONTACTS
Knowledge at a glance with TAGS
Tags show where a lead came from, where they are at in the campaign, and if a lead filled out a pain assessment!
Tags you will see:
Where they come from:Lead Form, Direct Call, FB Messenger
Where are they in campaign: Lost, Won, Abandoned
Questionnaire complete:Pain Assessment
PHONE CALLS
DISCLAIMER: THIS IS NOW UNDER CALL REPORTING TAB
Always getting better through "Call Tracking"
Recorded calls are used in weekly calls to go over objections, scripting, and other scenarios to make sure we are handling leads properly and converting into appointments.
Other uses:
● Listen back to get information you missed
● Listen to yourself and self-improve
● Keep all forms of contact in one place for optimal organization
Watch Videos again and use the system until you feel comfortable.
The faster you understand, the quicker you get ROI.
