Setting up Lead Capture Webform, Customize your Pipeline, Templatize Meeting Notes
Stay Organized
Most builders are pulling double duty as project managers, owners, coordinators, designers, etc. With all of the moving parts, it's easy for lead follow-ups to get lost in the shuffle. As you know, the lead is interviewing you and grading you upon your organizational, attention to detail, and communication skills. If you pass, you're more likely to get a signed contract.
So, how can we improve our processes to set us up for success? Let's dive in.
Capture Leads from your website
Why do twice the work? Capturing lead submissions directly from your website is a great way to automate a process, and it will help you save time. Beyond this, customizing the lead capture form can improve the quality of leads that you receive and spend time working. Go simple or create additional qualifying questions that you don't have to ask on the initial contact call. Either way, it takes minutes to implement, and it's worth settings up from the start.
Customize the Lead Pipeline
When you log in, you should know the status of each lead being worked in the opportunity pipeline. Set up your pipeline to be easy to manage and it should mirror your sales process.
Templatize Meeting Questionnaires for Sales People
Where are the "gotcha's" in the process? Templatizing your meeting questionnaires for initial calls and onsite consultations
- Makes it easier to onboard new salespersons...
- Better informs the design process...
- Better informs the estimate process...
- ...and better informs the planning and construction processes. (These notes transfer into the project.)
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