A YouTube walkthrough by Peter Vander Wall describing a lead-tracking funnel for businesses processing high lead volumes. The speaker outlines stages from opt-in and application through booking, no-shows/reschedules, and post-call follow-up, noting that later-stage steps are customized per business.
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If we're running millions of dollars of revenue through this funnel, then we're going to have a lot of leads in here that we need to keep track of. And so this is essentially how we do that. Now, this is going to look a little bit different depending on your business, but I'll just show you how we have it set up. So first off, we've got opt in. So this is anybody who's filled out a name and email form that's not signifying intent to work with us. Now people who have filled out an application, these are people who have signified intent to work with us and to learn more about our service. They are qualified to work with us. But for whatever reason, they didn't book a call. But this is just a list, hey, you know, for the sales reps, when you gu have time reach out to these people, see what's going on, then we've got book to call and confirm. Then we've got no show slash rescheduling. And this is just a list of people we need to go through and we need to follow up. We need to try to get them to reschedule and book in on for a different time on the calendar. Then we've got showed slash follow up. So you had your first call with them. They didn't say, no, I'm absolutely not going to buy this thing. And it's just going to take a little bit more nurture and a little bit more time to get them across the finish line. That's what this section is for. But then once we get past this, this is where it gets like totally customized based on your individual business.
