Streamlining Your Lead Management Process with an App

Understanding the Lead Management App

When asked if we provide a lead management app as part of our MasterMind program, the answer is a resounding yes! We offer HighLevel snapshots specifically designed for service-based businesses. If you're part of our program, you won’t need to find developers or create everything from scratch. Let’s break down how the app works.

Opportunity Pipeline Overview

Imagine a scenario where a lead comes in via a web form on your site. This automatically creates an opportunity card in your quote request pipeline. For example, in the Hampton Roads sub-account, you can see how this pipeline is set up.

Every time a potential client fills out a form, an opportunity card is generated. This card contains all the necessary details for follow-up. If you’re not in a service-based business, you might want to adjust the pipeline stages accordingly.

Capturing Leads

Leads can come from various sources: web forms or phone calls. For instance, we use an answering service, Answer Connect, which has been reliable since 2014. All leads, whether from a phone call or a web form, are pushed into the app, ensuring that nothing slips through the cracks.

Managing Appointments

Once a lead is captured, contractors can manage their appointments directly through the app. They’ll receive a notification about the new lead and can quickly access the opportunity card. From here, they can schedule appointments right while talking to the contact. This feature simplifies the process significantly.

Scheduling Workflow

When a contractor schedules an appointment, they select either the quotes calendar or jobs calendar. After scheduling, a confirmation message is sent to both the contractor and the consumer. Additionally, automated reminders are sent out 24 hours and two hours before the appointment, ensuring everyone is on the same page.

Following Up on Quotes

After the contractor surveys the job, they’ll input the estimated value directly into the opportunity card. This moves it into the proposal pending stage. The system automatically sends reminders to the consumer about the pending proposal, prompting them to respond.

Finalizing Jobs

If the consumer decides to move forward, they can easily schedule the job in the app. Once completed, the contractor marks the job as done, and a review request is automatically sent to the consumer. This five-stage pipeline is simple yet effective, especially for contractors who are newer to using apps. Older contractors may prefer traditional methods, but younger professionals tend to embrace this technology.