To add a lead:
In the top menu click on Lead to Consult > Leads, the LIST OF ALL LEADS page appears
Click Add a Lead from the left panel
In the BASIC INFORMATION Section fill out the following:
Channel: The source of how the lead was generated
Lead Source: Allows you to get more specific on how the lead was generated
Campaign: To link the lead to the campaign you have already set up
Lead Status
Status | System/Owner/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 calendar |
Consultation Reschedule and Booked: | Automatic | When the consult is rescheduled |
Consultation cancelled: | Automatic | If consultation is cancelled. |
Follow up 1-6: | Manual | To follow up with the lead to book or rebook consultation
|
Move/Schedule Follow Up for: | For Care Center Use | Care Center Status, if you are moving schedule |
Consultation Cancelled and DNC | Care Center Status | N/A for Franchisees, if a lead is no longer interested because they found another service. |
Unserviceable Lead | Manual | Cannot be served by you (you don’t serve that area or don’t have the subject ie. music) |
Out of Area | Manual | Out of Area, not in your protected code, in the future, able to transfer it 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 - Thinking it Over | Manual | Customer is still thinking it over |
Not Sold - Lost | Manual | Customer will not buy |
Sold | Automated | After Enrollment is completed in the System |
Lead Status Notes
Lead Received: How the lead came in
Zone
Category
Transfer Lead
Confirmation No: Automatically created and is the lead number
Lead Owner
Scroll down to the OTHER INFORMATION section and fill out the following (if you have the information available)
Both Parents Available: Check box if both parents are available
Adult Student: Check this box if it is an adult student
Previously Tutored: Check box if the lead mentioned they had been previously tutored
Sooner Date: If the client wants a date sooner than what has been booked, select yes
Consult Date & Time: will auto-populate based on the calendar booking when it happens
EC: Select an EC that will own this consultation if you know at this point, otherwise it will update when the consult is booked
Scroll down to the CONTACT INFORMATION section and fill in the following information as available:
First Name
Last Name
Best Time to Call
Cell
Home
Work
Extension Number
Full Address
Street
Unit Type
Buzzer Code
City
State/Province
Country
County
Zip/Postal Code
Area: Landmark or intersection that can be used when casting tutor
Relationship to Student
Marital Status
Check the boxes based off client preferences. You can also come back and edit this after the consultation when you have a better understanding of the client
Don’t send YFS Survey: If the client doesn’t want to receive surveys - Default: OFF
Don’t send Home Office emails: If the client doesn’t want to receive any home office communication (ie. newsletters/blog). Default: OFF
Receive Session Report Emails: If the client wants to receive the session report emails. Default: ON
Local Privacy Protection: If the client doesn’t want to receive communication from the local office. If this button is clicked, ALL communication including session reports will not be sent to this client. Default: OFF
Receive Matching Emails: If the client wants to receive matching email updates. Default: ON or based on Matching Preferences
Receive Billing Emails: If the client wants to receive billing emails (invoices). Default: ON
Click ADD OTHER CONTACT button if you need to add a second contact
Scroll down to the STUDENT INFORMATION section and fill out the following information available
First Name
Last Name
Student Email
Gender
Date of Birth
Age
Student Type:
Regular:
Pupil Premium:
Both
School: Link the student to the schools listed in your account
Phone
Level: Level of studies, differs by country. If you want to request an addition, please email: support@tutordoctor.com.
Grade
Subject Category: Larger category of subjects, based on Level and Country
Area(s) of Tutoring: Further breaks down the category, based on Subject Category ie. calculus, geometry, math, statistics
Session Reports Communication: If the student also wants to receive their session reports, check Yes. Default: OFF
Booking Notes: Anything else you learned during the phone call that will be passed to the EC on the calendar booking
Click the ADD OTHER STUDENT button to add an additional student
Click Save to save this lead
You will be taken back to the list of your list of all leads.