Outgoing Leads

OUTGOING LEADS

STEP ONE—Potential Lead is researched and identified. INFO ENTERED TO CRM. LEAD CHECKLIST is generated (automated)

Daniel—CKB, Chain Stores

Yvonne—Chain Stores, NSW & QLD Accounts

Angela—VIC Small Accounts

STEP TWO—First PHONE CALL. Identify decision makers and speak with buyer or manager. If not available, get info—add to CRM, and procure a good time to call back. Schedule task, record call and make notes in CRM.

STEP THREE—ASAP and within 24 hours (unless on Friday), FOLLOW-UP 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

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