2. The Lead Development Presentation O P E N: This presentation will take you through the journey of “developing a lead into a customer.” C O N C E P T: This will walk you through the process of converting leads to customers through the idea of using campaigns and strategies. S Y S T E M: This walks you through setting up a campaign and scheduling an action plan. This will allow you to plan and manage your campaigns effectively and successfully. C O N T E N T: This shows you lists of content that was designed and built around the different campaign goals and strategies. C L O S E: This system and content will help you accomplish “ developing a lead into a customer.” “ Developing a lead into a customer”
4. Lead Development Concept 4 We understand that the closing ratio for non-qualified leads is 10 percent versus a 60 percent close ratio with referred leads. Non-qualified Leads Referred Leads Referrals
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6. Lead Development Concept 6 You should view networking and relationship building as a continuous process. Networking aids the growth of your contacts and expands your horizon. Networking However busy you are you should give importance to networking. It is important to create a lasting first impression on people whom you meet.
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8. Lead Development Concept 8 1. Always have a goal Goal: I am going to get my wife to buy me ice cream. 2. Always have a strategy in mind Strategy: I am going to use my daughter to tell my wife that she wants ice cream. 3. Always be asking Asking: I am going to ask my wife if she will take my daughter to Braums to get the ice cream. 4. Always be closing Closing: Would you mind picking me up some Ice Cream too? Four simple steps
9. Lead Development Concept 9 Choosing a campaign Obtain a Lead Choosing Strategy based on your target market Customer starts project with us This is the process of converting leads to customers Your ability to pay attention and follow the process will determine whether your customer is satisfied. Lead Campaign Strategy Customer
10. Lead Development Concept 10 Lead What is a lead? A sales lead is the identity of a person who could lead you to a potential purchase of a product or service. Note: It is important to understand the level of customer to know type action to take so you spend appropriate resources.
11. Lead Development Concept 11 Campaign What is a Campaign? A campaign is a goal with a plan of action. Note: Campaigns are established through a need. For example I NEED to build a relationship. Building a relationship is my goal thus establishing the need for a campaign and the campaign should establish the relationship.
12. Lead Development Concept 12 Strategy What is a Strategy? A strategy is a plan of action designed to achieve a particular goal. Note: Building a relationship requires more than one action. For instance you may want to call, meet or write to one particular contact. In order to do that you would have to schedule these actions out over a course of time.
13. Lead Development Concept 13 Customer What is a customer? A customer is a person who purchases goods or services from another; buyer; patron. Note:The perception the customer has on you is extremely important. It is known that each customer that is not pleased with you will tell twelve people where as a happy customer only tells one.
14. Lead Development Concept 14 We have developed a system called the Lead Development System to help you Develop, Build and maintain a relationship, with your leads. “ But how in the world do I do this. There are dates, names, places, events and on and on to keep up with, the thought alone just frustrates me”. RELAX
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16. Lead Development Concept 16 Get lead, set goal, pick strategy, close deal. Remember “ Always be closing”
17. The Lead Development System S Y S T E M: Now that we have explained the concept we will show the system design. This walks you through setting up a campaign and scheduling an action plan. This will allow you to plan and manage your campaigns effectively and successfully.
19. 19 Contact Management System Through Stoneworks, select the Contact Management system module and bring up your contact that you would like to start the campaign with.
20. 20 Campaign Select the Campaigns Tab. This Screen will Allow you to set up a campaign on your curently selected contact.
21. 21 New Campaign button On the campaigns tab select the new button .
26. Initiate Campaign You will notice that when the Target Group and the campaign are selected the strategy/Action plan are predetermined and will fill out automatically. Now all you have to do is select “Initiate Campaign”. 26
34. Task Action Select the type of Task Action you would like to take. In this case we selected Marketing Materials. 34
35. 35 Type of Marketing Material Select the type of Marketing Material you would like. In this case we choose Brochure.
36. 36 Type of Brochure Now select the type of brochure you would like. In this case we choose Columns.
37. 37 Changing Action Here is another example of changing an Action. Columns Brochure
38. 38 Task Action Select the type of Task Action you would like to take. In this case we selected Sales Communication.
39. 39 Sales Communication Select the type of Sales Communication you would like. In this case we choose Sports.
40. 40 Discussion Now select the Discussion you would like. In this case we choose Discussion 2. Text Text Text
41. 41 Initiate Campaign Now you have a completed modified campaign. The last step is to select Initiate Campaign. Screen of finished campaign modified Click Initiate campaign Columns Brochure Sports Discussion 2
42. Item Scheduling If you would like to change a date for any of your actions simply choose the date you would like to modify, which will bring up the calendar and select your new date. 42 MOVE Columns Brochure Sports Discussion 2
43. Change Task Other ways you can modify a campaign is through your Task Reminder. If you would like to change the task select the change task button 43
44. Modify Task From this screen you can open the Task and Modify it. 44
45. The Lead Development System Contents C O N T E N T: Now that you have seen the system design, we will explain the details of the content. This shows you lists of content that was designed and built around the different campaign goals and strategies.
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53. This concludes the presentation, and remember this is a concept of something we could have to support in our sales/marketing efforts. Thank you for your time. The Lead Development System
