Leads / Calls

The Sales Process:

Lead Discovery Zooms

Link to How to manage leads that explains where leads come from and the process of informing the appropriate sales manager of the lead: https://sites.google.com/view/strictlysavvyintranet/sales/how-to-manage-leads-bring-on-new-clients 

How do leads come to us?

• Leads usually book a discovery call on a calendar booking link from the website, which links to JuicyCRM

• If they come through assist or the phone line, the Administrator will post in the Teamwork Chat 'Leads' channel and ask the Global Team Member to add to JuicyCRM for you.

• They email assist@strictlysavvy.co.nz, and we send them the links to book with Anesha or Brenna

What to include in a discovery call:

Refer to the training with Hayden Burgess and use that structure.

Here are the notes on how it works at Strictly Savvy

• Record your meeting using Fathom.

• Ask them to tell us a little about their business and what brought them to seek support

• How did they hear about us?  (If we don't already know. This is for reporting purposes.)

• How many hours a week do they think they need support to estimate SP

• Book another proposal meeting to allow you to build a proposal and walk them through it together.

• During the proposal Zoom, advise a plan you think would suit them best as the Annual Investment on the first page of the proposal, with the monthly commitment outlined in brackets.

• Run through how we operate  (VA Backups, handbook, Lastpass, team support)

• Run through process, e.g. proposal signed, handover + meet the VA, gain access, write up handbook and begin work.

• Get a pencilled-in Handover time (this is helping move over the line)

The Client signs the proposal: 

• Move the deal to "Proposal Signed" in JuicyCRM and email the client's submitted form with their business details (this comes through to your hello@ inbox when someone signs a proposal) 

• Ask Rochelle to set the client up. Check onboarding and plan details are correct in the Teamwork Chat Channel "Client Changes"

The Client is not interested: 

• Confirm the reason (e.g. pricing too high)

• Move the deal to the "Lost" column in JuicyCRM 'Opportunities' tab