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-   -   How to know if lead is closed? (https://www.warriorforum.com/conversion-rate-optimization/1012523-how-know-if-lead-closed.html)

shidjo 6th November 2014 03:23 PM

How to know if lead is closed?
 
Hi,

I am new in this business so need some help.
I will forward site visitors calls to a service (dentist, plumber, artist) phone number.
Service will pay me a provision if they make a business.
What are strategies to know if service calls-leads from my site are closed?

Jack Sarlo 7th November 2014 07:24 AM

Re: How to know if lead is closed?
 
Tell your visitors to fill in some information like Name & email before they call - so you capture their details (using autoresponder like aweber.com).

Then if the doctor or artist closes a deal with them they should notify you of their name/email and you search your list and then you know. The service provide can simple put the information in a spreadsheet and email it to you.

Preferable capture also their full address so you have more accurate information about each one.

Work1099 7th November 2014 10:47 AM

Re: How to know if lead is closed?
 
It's also worth noting that some leads sent will often be spam. Make it clear to your clients that this is unavoidable, but you'll simply not charge them for these. And they'll have to let you know which ones were spam each time you sit down to work out the costs.

JakeStatler 7th November 2014 01:33 PM

Re: How to know if lead is closed?
 
Quote:

Originally Posted by Jack Sarlo (Post 9652396)
Tell your visitors to fill in some information like Name & email before they call - so you capture their details (using autoresponder like aweber.com).

Then if the doctor or artist closes a deal with them they should notify you of their name/email and you search your list and then you know. The service provide can simple put the information in a spreadsheet and email it to you.

Preferable capture also their full address so you have more accurate information about each one.

This is an excellent answer. You should definitely be using an auto responder for email opt-ins to gather their info first. I also use aweber just because it's pretty simple to get started with..

Then you can search you list for their name, email, address etc and start collecting your commissions from these other businesses! :)

amcg 8th November 2014 12:55 AM

Re: How to know if lead is closed?
 
Not sure if they have the exact feature you're looking for but Grasshopper can do similar to this I think.

kirbymarketingconcierge 8th November 2014 08:37 AM

Re: How to know if lead is closed?
 
when the money is in my pocket.

so to do business -
control, track, document from your service to your client to show the deal went through.

it's not enough to know your client got a sale, it's will he pay me???

dburk 8th November 2014 01:03 PM

Re: How to know if lead is closed?
 
Hi shidjo,

Use a call tracking service (callrail or similar), add a form to capture leads, and integrate a CRM (salesforce.com SugarCRM, Zoho CRM) to track you clients progress on closing the sale.


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