How to know if lead is closed?

shidjo · 6th Nov 2014, 03:23 PM

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 Nov 2014, 07:24 AM

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 Nov 2014, 10:47 AM

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 Nov 2014, 01:33 PM

Originally Posted by Jack Sarlo

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 Nov 2014, 12:55 AM

Not sure if they have the exact feature you're looking for but Grasshopper can do similar to this I think.

kirbymarketingconcierge · 8th Nov 2014, 08:37 AM

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 Nov 2014, 01:03 PM

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.

6th Nov 2014, 03:23 PM	#1
shidjo Warrior Member Join Date: 2012 Posts: 5 Thanks: 0 Thanked 0 Times in 0 Posts	How to know if lead is closed? Share on: 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?

7th Nov 2014, 07:24 AM	#2
Jack Sarlo HyperActive Warrior Join Date: 2014 Location: Malta Posts: 232 Thanks: 34 Thanked 48 Times in 44 Posts	Re: How to know if lead is closed? Share on: 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.
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7th Nov 2014, 10:47 AM	#3
Work1099 Work1099.com Join Date: 2014 Posts: 119 Thanks: 0 Thanked 22 Times in 20 Posts	Re: How to know if lead is closed? Share on: 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.
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8th Nov 2014, 12:55 AM	#5
amcg Advanced Warrior Registered Member Join Date: 2013 Location: UK Posts: 641 Thanks: 102 Thanked 84 Times in 75 Posts	Re: How to know if lead is closed? Share on: Not sure if they have the exact feature you're looking for but Grasshopper can do similar to this I think.

8th Nov 2014, 08:37 AM	#6
kirbymarketingconcierge kirby Join Date: 2011 Location: Nowhere, USA Posts: 1,317 Thanks: 281 Thanked 599 Times in 420 Posts	Re: How to know if lead is closed? Share on: 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???

8th Nov 2014, 01:03 PM	#7
dburk VIP Warrior Join Date: 2005 Location: Tampa, Florida Posts: 6,367 Thanks: 333 Thanked 1,621 Times in 1,287 Posts	Re: How to know if lead is closed? Share on: 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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