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Lead Acquisition, Hold Status Tasks, Lead Status Maintenance, Verify Lead…
Lead Acquisition
Doesn't answer phone
Chase Round 1
Call outcome = connected
Leads get asked further qualifying questions
Lead Status = Under Review
Pending Signup / Substatus Tasks
Wants to Speak with an Attorney
Determine Lead Status & Follow Up
?
Contract Emailed
Signed Up / Case Manager Review
Send email to client
x7 Failed attempts
Lead Status = Lost
Hold status = Did not sign contract
1 more item...
Mail
Pending Client Decision
Hold / Lost Status Workflow
Lost / No Contact Made
Drip Campaign
Static List Lost
No longer interested / hired another attorney
Unqualified leads
Did not sign contract
Drip Campaign
Static List Lost
Wrong number / email
Wrong number sends emails
Drip Campaign
Static List Lost
No show
?
Chase Round 2
Chase Round 3
Lead Status = Lost
Hold status = Lost / No Contact Made
Call outcome = wrong number
Qualified Lead Wrong Number
Call outcome = wrong number
Cal outcome = connected
Hold Status Tasks
Drip Campaign
What happens after they finish drip campaign?
Pending Records
Follow up task
Pending contract drip campaign
What happens after they finish drip campaign?
Drip roundup mention
What happens after they finish drip campaign?
Lead Status Maintenance
Contact City & State Field IP
Meeting Scheduled
Finish!!!
Verify Lead Review Status
Under Review X14 days