Lead and contact generation

Develop strategies for increasing sales with a focus on capturing and managing leads and contacts from various sources, such as website forms, trade shows, or social media.

Workflow

Workflow steps include:

• Trigger: New lead or contact submission.
• Steps: Data entry, lead source tracking, lead assignment, and lead/contact record creation.
• Automation: Automatically assign leads to sales reps based on predefined rules.
• Decision points: Qualifying leads based on specific criteria (e.g., budget, timeline).
• Notifications: Alerts to sales teams for new leads.

Trojan Horse Strategy

Establish trust by providing value at no cost.

You can have everything in life you want, if you will just help enough other people get what they want - Zig Ziglar

1. Plant a seed on intention.
2. Make solutions the customer's idea.
3. Have plans to deal with objections.
4. Perform cost-benefit and needs analysis.
5. Establish, develop positive connections.

Create a positive impact by giving something away that helps the customer to see things from a new perspective.

Psychological Biases:

• Consistency
• Reciprocation