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    Marketing Process - Lead Flow - Updated

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    tuners baluarte
    1. The document outlines a marketing and lead flow process involving online, direct mail, and list management activities that generate leads which are then qualified and followed up in a CRM system. 2. New leads are qualified by researching and contacting the potential buyer, with responses categorized as interested, not interested, or no response. 3. Interested leads are set up for appointments or offers, while others receive follow up responses or calls depending on their reason for not being interested, such as not selling or wrong number.

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    Marketing Process - Lead Flow - Updated

    Uploaded by

    tuners baluarte
    68 views3 pages
    1. The document outlines a marketing and lead flow process involving online, direct mail, and list management activities that generate leads which are then qualified and followed up in a CRM system. 2. New leads are qualified by researching and contacting the potential buyer, with responses categorized as interested, not interested, or no response. 3. Interested leads are set up for appointments or offers, while others receive follow up responses or calls depending on their reason for not being interested, such as not selling or wrong number.

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    Marketing Process _ Lead Flow_Updated

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    1. The document outlines a marketing and lead flow process involving online, direct mail, and list management activities that generate leads which are then qualified and followed up in a CRM system. 2. New leads are qualified by researching and contacting the potential buyer, with responses categorized as interested, not interested, or no response. 3. Interested leads are set up for appointments or offers, while others receive follow up responses or calls depending on their reason for not being interested, such as not selling or wrong number.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    68 views3 pages

    Marketing Process - Lead Flow - Updated

    Uploaded by

    tuners baluarte
    1. The document outlines a marketing and lead flow process involving online, direct mail, and list management activities that generate leads which are then qualified and followed up in a CRM system. 2. New leads are qualified by researching and contacting the potential buyer, with responses categorized as interested, not interested, or no response. 3. Interested leads are set up for appointments or offers, while others receive follow up responses or calls depending on their reason for not being interested, such as not selling or wrong number.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    of 3

    Marketing Process / Lead Flow

    List Management Direct Mail On-Line

    Pat Live Website FB Ads PPC SEO


    SMM

    Sharing FCI/SPA Blog Posts


    Online Form

    Memes

    Market Education

    CRM PODIO Property Purchase

    Paid Referral Posts

    New Leads on Podio


    Responding to Comments

    Lead Management Process

    Responded No Response Returened Mail

    Don't remove Hang up until Lead


    Interested Not Interested
    Follow Up

    Use Forecast in Podio


    Warm/Hot Forecast goes to JBF
    if sales VA cannot contact the
    Qualify Lead Not for Sale Wrong # Stop Contacting Me / Sold
    lead

    Research Response: Response: Response:


    If you ever consider selling you I'm looking for (first name). If you If you ever consider selling your
    house at (insert Address) know (him/her), please give house on (insert street name),
    PLEASE, pleas let me know first, I them my number. They have a please let m know. I'll make you
    want to buy it. house that I want to buy on (insert an offer you can't refuse
    Qualified By Sales
    street name).

    Not For Sale Stop Contacting Me /


    Set Appt orPhone Appt/Offer Make Me an Offer Sold

    Cold Follow-up
    I can't make a blind offer on your
    house without seeing it first. I don't
    want to low ball you. Can I come
    see it this week?

    Offer Accepted Offer Rejected No Response

    Cold Follow-up

    After 14 days go After 14 days go


    Contract Signed / to Warm Follow - Up to Warm Follow - Up
    Transaction Process
    If Seller Agreed, run it as interested
    lead
    Marketing Process / Lead Flow
    1. On-Line
    1.1. FB Ads

    1.2. PPC

    1.3. SEO

    1.4. SMM

    1.4.1. Sharing FCI/SPA Blog Posts

    1.4.2. Memes

    1.4.3. Market Education

    1.4.4. Property Purchase

    1.4.5. Paid Referral Posts

    1.4.6. Responding to Comments

    2. Don't remove Hang up until Lead Follow Up


    3. Lead Management Process
    3.1. Responded

    3.1.1. Interested

    3.1.1.1. Qualify Lead

    3.1.1.1.1. Research

    3.1.1.1.1.1. Qualified By Sales

    3.1.1.1.1.1.1. Set Appt orPhone Appt/Offer

    3.1.2. Not Interested

    3.1.2.1. Not for Sale

    3.1.2.1.1. Response: If you ever consider selling you house at (insert Address) PLEASE, pleas
    let me know first, I want to buy it.

    3.1.2.1.1.1. Not For Sale

    3.1.2.1.1.1.1. Cold Follow-up

    3.1.2.2. Wrong #

    3.1.2.2.1. Response: I'm looking for (first name). If you know (him/her), please give them my
    number. They have a house that I want to buy on (insert street name).

    3.1.2.2.1.1. Make Me an Offer

    3.1.2.2.1.1.1. I can't make a blind offer on your house without seeing it first. I don't want to
    low ball you. Can I come see it this week?
    3.1.2.2.1.1.1.1. Cold Follow-up

    3.1.2.2.1.1.1.1.1. If Seller Agreed, run it as interested lead

    3.1.2.3. Stop Contacting Me / Sold

    3.1.2.3.1. Response: If you ever consider selling your house on (insert street name), please let
    m know. I'll make you an offer you can't refuse

    3.1.2.3.1.1. Stop Contacting Me / Sold

    3.2. No Response

    3.3. Returened Mail

    4. CRM PODIO
    4.1. New Leads on Podio

    5. No Response
    5.1. After 14 days go to Warm Follow - Up
    6. Offer Rejected
    6.1. After 14 days go to Warm Follow - Up

    7. Offer Accepted
    7.1. Contract Signed / Transaction Process

    8. Use Forecast in Podio Warm/Hot Forecast goes to JBF if sales VA cannot contact the
    lead
    9. Direct Mail
    9.1. Pat Live

    9.2. Website

    9.2.1. Online Form

    10. List Management

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