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Lead Qualification Process
Campaign Preparation

Buyers Don’t Engage Sellers Until Late in Buying Cycle

                      Marketing needs compelling and frequent communications that           Receptionists, Procurement professionals,
                      educate prospects about their solutions before and during the early   etc. create barrier to keep telemarketers
                      stages of the buying process.                                         out


 No Requirement       Problem or            Start to educate            Review Products        Proposal
                                                                                                                        Buyer
     /Issue          need identified             oneself                   /Services            Pricing

     1                   2                         3                         4                  5                         6



         Understanding buying cycle is a must before sales and marketing campaign strategy can
         be mapped out and executed
Flowchart to ensure Qualified (Potential) Lead Generation

                                          Skilled resources are        The resource on touching
   Sample Database is
                                       engaged to follow up with       the prospect over phone
procured adhering strictly
                                        the prospects included in      determines his interest &
 to inputs received from
                                        the target list prioritizing   need for the
          client
                                        on lead alerts (C – Leads)     product/service/solution




                                                                       Only if the prospect is
                                         Email tracking is done        identified either in Active
Rest of the DB is procured
                                        leveraging email engine        Buying Phase or Closing
only after client’s approval
                                       capabilities and lead alerts    Phase, a more engaged
 is received on sample DB
                                              are captured             activity (like an             Prospect is not interested
                                                                       appointment) is proposed      in engaging in an
                                                                                                     appointment call with the
                                                                                                     client, then the feedback is
                                                                                                     captured and lead is
                                                                                                     disposed as “NI”
                                       Introductory email is sent
Call script for appointment                                            Prospect expresses a fair
                                        to a target prospect list.
 set up and all necessary                                              amount of interest in
                                          Each such target list
 emails are approved by                                                joining the appointment
                                       contains no more than 50
             client                                                    call with the client
                                            target companies
                                                                                                     Wants to review more info
                                                                                                     before confirming date and
Prospects who reply positive to all                                                                  time for appointment call
the qualifying questions AND
accept the invitation are identified      Potential prospects are
as A – Leads & handed over to the         then qualified through       Confirms date and time for    Disposed as B – Lead and
client as qualified appointment           standard set qualifying      the appointment call          further nurturing is done
                                          questions
Five Intelligent Steps to ensure Qualified Appointments
•   Lead Tracking System:
      • Do not reach out to all and every contacts in the target DB without a proper plan. Perform email blast, and reach out
          immediately to the prospects who have responded to the email (read/replied). Thus effort is smarter, focused and
          effective. This priority approach helps in improving quality of appointments generated.

•   Lead Qualification:
      • Qualify each and every end users based on the standard set of pre-set qualifying questions to ensure the potential
          and quality of the appointment. ONLY in case the feedback from the prospects on the qualifying questions meet the
          expected standard, the appointment should be handed over to the clients.

•   Reconfirmation:
      • Prior (usually 48 hours before) to the appointment schedule, reach out to the end users and reconfirm their
         availability for the appointment. This is ensure lesser “No Shows” during the appointment leading to client’s
         satisfaction.

•   Effective use of both email communication along with phone conversation:
       • Use email as the primary mode of communication along with phone to ensure ZERO communication gap with the
          prospects. This also helps in improving the touch prospect ratio. Use standard email templates in most of the
          occasion to ensure minimum manual errors.

•   Focus on using the HTML eVite as the primary tool to identify potential end users:
      • Ensure that the subject line and the content of the HTML eVite template is absolutely appealing for the end users.
          This help in improving effective end user touch rate.

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Lead qualification process (workflow)

  • 2. Campaign Preparation Buyers Don’t Engage Sellers Until Late in Buying Cycle Marketing needs compelling and frequent communications that Receptionists, Procurement professionals, educate prospects about their solutions before and during the early etc. create barrier to keep telemarketers stages of the buying process. out No Requirement Problem or Start to educate Review Products Proposal Buyer /Issue need identified oneself /Services Pricing 1 2 3 4 5 6 Understanding buying cycle is a must before sales and marketing campaign strategy can be mapped out and executed
  • 3. Flowchart to ensure Qualified (Potential) Lead Generation Skilled resources are The resource on touching Sample Database is engaged to follow up with the prospect over phone procured adhering strictly the prospects included in determines his interest & to inputs received from the target list prioritizing need for the client on lead alerts (C – Leads) product/service/solution Only if the prospect is Email tracking is done identified either in Active Rest of the DB is procured leveraging email engine Buying Phase or Closing only after client’s approval capabilities and lead alerts Phase, a more engaged is received on sample DB are captured activity (like an Prospect is not interested appointment) is proposed in engaging in an appointment call with the client, then the feedback is captured and lead is disposed as “NI” Introductory email is sent Call script for appointment Prospect expresses a fair to a target prospect list. set up and all necessary amount of interest in Each such target list emails are approved by joining the appointment contains no more than 50 client call with the client target companies Wants to review more info before confirming date and Prospects who reply positive to all time for appointment call the qualifying questions AND accept the invitation are identified Potential prospects are as A – Leads & handed over to the then qualified through Confirms date and time for Disposed as B – Lead and client as qualified appointment standard set qualifying the appointment call further nurturing is done questions
  • 4. Five Intelligent Steps to ensure Qualified Appointments • Lead Tracking System: • Do not reach out to all and every contacts in the target DB without a proper plan. Perform email blast, and reach out immediately to the prospects who have responded to the email (read/replied). Thus effort is smarter, focused and effective. This priority approach helps in improving quality of appointments generated. • Lead Qualification: • Qualify each and every end users based on the standard set of pre-set qualifying questions to ensure the potential and quality of the appointment. ONLY in case the feedback from the prospects on the qualifying questions meet the expected standard, the appointment should be handed over to the clients. • Reconfirmation: • Prior (usually 48 hours before) to the appointment schedule, reach out to the end users and reconfirm their availability for the appointment. This is ensure lesser “No Shows” during the appointment leading to client’s satisfaction. • Effective use of both email communication along with phone conversation: • Use email as the primary mode of communication along with phone to ensure ZERO communication gap with the prospects. This also helps in improving the touch prospect ratio. Use standard email templates in most of the occasion to ensure minimum manual errors. • Focus on using the HTML eVite as the primary tool to identify potential end users: • Ensure that the subject line and the content of the HTML eVite template is absolutely appealing for the end users. This help in improving effective end user touch rate.