Leads QA Process

Spot-Checking Leads

20 leads a week need to be spot checked in order to ensure that the leads that we are delivering meet the contract terms as well as the customer's expectations.

Instructions:

1. Open the confirmer Audit email that is sent every Sunday

2. Choose 5 random leads each from the confirmed/not confirmed list in the Confirmer Audit email for each confirmer you are working on.

3. Open the spot-checking Google sheet and open the relevant tab

4. Use ZoomInfo/LinkedIn to make sure that they have been confirmed correctly by following these steps:

   1. Check that the title is correct

   2. Check that the lead’s name is correct

   3. Check that the business and second phone number (if provided) can be found on Zoominfo and/or LinkedIn. If not, use the ones from Zoominfo/LinkedIn. (If an extension was not added to our site, add it).

   4. Check that the lead’s email domain and company name match. If they don’t match and the email domain is a personal domain (e.g., Gmail), that’s fine. Otherwise, mark the lead as unusable.

   5. If the lead was not confirmed correctly, copy their lead ID from the bottom of the page where it says Lead Audits. See here:

• Open the M&P leads by filter page, toggle the ‘Option Filters’ and paste the ID number in the ‘Lead IDs’ field. 

• Once the lead shows up, Click ‘Unuse’ (if unverified) or ‘Use’ (if verified).

6. In the sheet, update each column with 1 for true and 0 for false. Add any comments necessary.

We confirm the lead meets the following parameters:

• Lead's business card information is correct and up-to-date

• Lead's contact information is correct (email address is valid, phone number is correct)

• Lead is with the company

• Lead meets all of the campaign parameters

Reasons for Rejection

We return and replace leads that are rejected for the following reasons:

• Emails bounced

• Lead is on the suppression list

• Incorrect phone numbers or emails

• Duplicate leads

• Requested targeting was not followed

• False information (for example, the lead is no longer employed at the company)

The Return Process

1. Rejections are sent to PeerSpot

• Please send the lead email or name and the reason for rejection to your customer success representative.

• Sending us the rejected leads to us as soon as they are received will keep the return process running smoothly and helps to ensure the campaign is completed in a timely manner.

2. Rejections are processed by our delivery team. Replacements are generated and delivered.

• If the requested number of replacement leads are not available, we will need to generate those replacements. As with any delivery, it could take up to 5 days to generate and deliver these leads.