Incoming Leads

INCOMING LEADS

STEP ONE--A potential lead calls us and asks for information. Advise we will have someone get back to them within 24 hours. If they need info immediately, sms appropriate Lewis & Son account manager.

Daniel—CKB, Chain Stores

Yvonne—Chain Stores, NSW & QLD Accounts

Angela—VIC Small Accounts

STEP TWO—HQ Person who takes call, enters basic name, phone, post code and business name into CRM (any additional information is helpful, but may be too much for first call). A TASK is created and assigned to appropriate account owner—Daniel, Angela or Yvonne. LEAD CHECKLIST WILL ALSO BE SENT TO ACCOUNT OWNER (Automated)

STEP THREE—ASAP and within 24 hours (unless on Friday), PHONE CONTACT—introduce yourself, give and get basic company info, review checklist to qualify as LEAD. Request meeting or phone follow-up dates. In person first contact always preferred. See notes on UNQUALIFIED LEADS BELOW

STEP FOUR—Send out WELCOME LETTER & PRODUCT DETAILER (automated) if qualified.

STEP FIVE—Within 24 hours of WELCOME LETTER & PRODUCT DETAILER—make follow-up PHONE CALL.

STEP SIX—E-mail PRICING & ACCOUNT APPLICATION after follow-up phone call.

STEP SEVEN-- Within 24 hours (unless on Friday), follow-up PHONE CALL—request meeting and/or samples to be sent

STEP EIGHT—CLOSE THE DEAL & GET FIRST ORDER—ensure region’s delivery schedule is understood

STEP NINE—Set up schedule in CRM for follow-up calls and to get regular orders—weekly, bi-weekly, monthly

STEP TEN—Send THANK YOU NOTE or e-mail (automated)

STEP Eleven—Nurture relationships and seek referrals and networking opportunities

*UTILIZE AND NOTE ALL ACTIVITIES, E-MAILS & CALLS IN CRM