Lead statuses & when to use
Status
| Process
| When to use it
|
New Lead - No Action Yet
| Automatic
| Default for web lead or adding a new lead
|
Consultation Booked
| Automatic
| When the consultation is booked in the calendar
|
Consultation Rescheduled and Booked
| Automatic
| When the consult is rescheduled
|
Consultation Cancelled
| Automatic
| If the consultation is cancelled
|
Follow up 1-6
| Manual
| To follow up with the lead to book or rebook consultation
- System defaults to 48 hours out from current date and record follow up notes that will appear on your dashboard when you log in for that day
- Follow up considered complete when the status is change to the next one. Make sure to document notes
- Following the Care Center standards, follow up 6 times before marked as a cold lead.
|
Move/Schedule Follow Up for
| For Care Center Use
| Care Center status, if you are moving schedule
|
Consultation Cancelled and DNC
| For Care Center Use
| N/A for franchisees, if a lead is no longer interested because they found another service
|
Unservicable Lead
| Manual
| Cannot be served by you (you don't serve that are or don't have the subject ie. music)
|
Out of Area
| Manual
| Not in your protected zip/postal codes, in the future will be able to transfer to the Care Center
|
DNC
| Manual
| Do not call lead back
|
Cold lead
| Automatic, option to do manually
| if you have done the 6 follow ups, 2 hours after the schedule called, system will update the status
|
Not Sold - Lost
| Manual
| Customer will not buy
|
Sold
| Automated
| After Enrollment is completed in the System
|
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