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Process Pre-qualification - Coggle Diagram
Process Pre-qualification
Lead Form Submission
Improvement
Increase Conversion Rate
Info collection and qualification
How to improve
👉🏻 New Survey Qualification on Thank You Page
Attribution and Tracking
How to improve
👉🏻 Different form for every page. We understand which page/services they got in from
👉🏻 Fix Technical Tracking on website and Campaign. We can check if we have error
👉🏻 💸 Introduce Attribution and Customer Journey Advanced Tracking Tool
Call - Prequalication
Result
🔴 Not Answer
How to improve
🔎 KPI Track: % never answer. What is the historical medium. Are we on track or we need to improve it?
🤔 Test and find best hours for calling. We can cross-reference the previous data and see if there are patterns with the best times to call. Next step: once this insight is discovered, does the response rate improve?
👉🏻 Introduce "Time and day" form field
🔎 Track Time Average Lead to Call. It is less than X? we need to find out whether calling them earlier affects the response rate and/or the success at the next step
🟢 Answered the call
Result
Good :fire:
Track
% Lead to First Meeting
Acquisition Week
Need
Channel Data + Qualitative Question
Update Personas after discovery call
Not Positive :forbidden:
Why?
Company Not in target (not organized / too small / no budget)
Single Event Request
People Wrong but the company organize a lot of Event? Check it on Survey Qualification
Do we need to talk with the right person? How we can do it?
Not urgent need
What we can do with the follow up to nurture it?
Find another solution / competitor
Are we too late? Let's check after how long we called him
👉🏻 Update Reason Lost on Database
✋🏻 In target, but not ready
How we can nurture it?