How To Use Your Lead Manager
Accurately completing your lead manager is vital to ensuring you get the best possible results from your marketing campaign with Mark My Words Media.
When we know which leads you most prefer, we can better target your campaign to deliver more of them.
Accessing Your Leads
First, navigate to clients.markmywordsmedia.com and login with your client username and password. Simply click the word “Leads” in the main navigation to be redirected to your lead dashboard.
Once there, you can scroll to the right to add your feedback and notes for each lead or contact.
Adding Lead Feedback
Star rating first. Think of this as the happiness factor. How excited are you about this lead? Is this the ideal lead, a pretty good lead, a decent lead, an unexciting lead, or a totally irrelevant lead? This is the best way to tell us this.
Next, let us know if it was won, lost, passed, or if you are still working the deal (in progress).
Add the value and profit of every project of all-star ratings and all statuses. This is potential value & profit- we don’t care if you won it or not at this point, we want to know what it was worth to you.
Update the profit if the project status changes to won or in progress, if needed.
Add any notes that may help you or us. This can be where you are in the follow-up process, or anything you want to remember about that job or client. You can add to these notes at any time as your job or relationship progresses.
The company or client name can be added for quick reference. This could also be a quote #, case #, client ID#, or any other identifying information you want to use for that particular contact.
ALWAYS HIT SAVE! Anytime you make adjustments to the lead manager, make sure you are saving your work. Any rows with unsaved information will be yellow. You can always hit the orange “Save All” button in the bottom right corner to make sure you haven’t missed anything.
Customizing Your Lead Manager
There is a table columns link in the top right corner that allows you to hide/show various columns.
Campaign, Type, and Verified can all be unchecked, as the verified leads will all be green, and the type is obvious based on the recording or text. Campaign is only needed for clients who are running multiple campaigns or targeting multiple markets.
Search Leads Using Filters
If you are looking for a specific lead or contact, you can use the filters section to search using the name, phone number, or email address of your contact. You can search using any portion of their information.
For example, if you are looking for a particular call, you can put the last 4 digits of the phone number in the phone box at the top of the screen. Hitting the “Filter” button will return only the contacts that match your search parameters.
Once you have saved your notes or changes for the contact, you can hit the reset button to revert back to seeing all leads.
Find Related Leads
Want to know if someone has contacted you before and quickly find the notes related to their project or past communication?
If a contact has reached out to you before, there will be a button that appears next to the recording that says “Related Leads”. When selected, it will automatically display all related contacts in a pop-up window for easy viewing and reference.
What the Lead Manager Can Tell You About Your Business
Listening to your calls allows you to determine who is doing a good job on the phone and who needs additional training.
It can also help identify important lead information like non-competitive pricing for specific product types. If you are getting a lot of wrap leads, and maybe you like them, and they have a high ticket, but you aren’t closing them, then that may be an indicator your pricing is too high.
Most importantly, when used accurately and filled out completely, you and I can both understand the profitability and value of your campaign, as well as how to adjust to provide you with a better lead quantity and quality.