How To Manage Leads & Bring On New Clients

There are a number of people who play a role in managing leads all the way through the sales process. It is important that each and every step is managed well and the lead/client feels supported and reassured. Pick up the phone wherever possible and let's build a great relationship with those who interact with Strictly Savvy. Let's meet all promises and do what we say we are going to do at each and every step of the process.

Below are a list of how leads are generated and how to deal with them. It is important to get as much information as possible; a good guide is to get first & last name, email address, phone number, company name and what service they are after. After the qualifying questions have been asked you will need to add the information into the leads channel. The Account Manager (if not automatically in JuicyCRM) will then enter the info into JuicyCRM. Please read the instructions here.

Phone Call To The Mainline

Below is a script for anyone answering the Strictly Savvy main phone line to use if it is a lead enquiring about our services.

Savvy team member - "Good morning/afternoon, welcome to Strictly Savvy, XX speaking."

Caller - asks to speak to someone about our services/Savvy team member

Savvy team member - "Absolutely, I just need to get some details from you about what you are looking for, and then I will get someone from the sales team to call you back to discuss things further"

Questions to ask:

• First and Last name? 

• Email Address? 

• Best contact phone number?

• Name of their company? 

• What type of business is it? (Trade etc) 

• What service type are they looking for? (Virtual - admin, bookkeeping or Creative - design, social media etc)

"Thank you, I am going to pass your details on to our Client Manager who will give you a call to talk further''

Please note: Do not discuss rates with the caller, advise them that the "rates will depend on the type of assistance they are looking for, and whether this is on an ad hoc basis or under a service plan. Our Client Manager will be able to go into more depth when they call you back."

Enter the details into the leads channel and in the message the appropriate sales manager needs to be tagged and if it is after 1pm a global team member needs to be tagged as well. The account manager will then enter the details into Juicy prior to 1pm and a global staff team member will add details into Juicy after 1pm.   

Facebook Messenger

The Marketing Coordinator will manage this and get some details from them over chat then enter the details into the leads channel and in the message the appropriate sales manager needs to be tagged and if it is after 1pm a global team member needs to be tagged as well. The account manager will then enter the details into Juicy prior to 1pm and a global staff team member will add details into Juicy after 1pm.  

Email Enquiry

These enquiries will go to the assist inbox (assist@strictlysavvy.co.nz). The Administrator will respond to the message letting them know that a client manager will be in touch. The Administrator will enter the details into the leads channel and in the message the appropriate sales person needs to be tagged and if it is after 1pm a global team member needs to be tagged as well. The Client Success Manager will then enter the details into Juicy prior to 1pm and a global staff team member will add details into Juicy after 1pm.   

Website Enquiry (Say Hello, Meeting link) 

If a lead has filled out the ''Say hello'' form on our website. The leads details will automatically go into the "Opportunities" pipeline tab of JuicyCRM and automatically send a Discover Call email. You will receive an email to the hello@strictlysavvy.co.nz inbox to let you know that a new enquiry has come in, you will need to phone them at your earliest convenience to follow up on the automated email.

If the lead books a meeting directly with Anesha or Brenna on our website the leads details will automatically go into Juicy and notify the relevant sales person by email notification. The sales person will then need to advise in the leads channel and advise that it has been added into Juicy. 

Referral From A Team Member Or Client

The VA will respond to the enquiry letting them know that a sales person will be in touch. The VA will enter the details into the leads channel and in the message the appropriate sales manager needs to be tagged and if it is after 1pm a global team member needs to be tagged as well. The sales person will then enter the details into Juicy prior to 1pm and a global staff team member will add details into Juicy after 1pm.