Lead statuses & when to use

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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