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Lead Follow up Process

  1. Enter client information into Clickup (if it’s not in there already done by automations)
  2. Contact client via telephone immediately.
    1. If client answers – proceed with sales script.
  3. If no answer, UPDATE NOTES in CU (Clickup) accordingly and send follow up text by adding a TAG “1st Follow up” (this will send below text automatically on your behalf):

    Hi [Clients name]! This is [your name] from BA House Cleaning.  I was trying to reach you because you had requested more information regarding our services. Please let me know when would be a good time to call you back so we can discuss the best options for you.
  4. Call all customers at 5:00pm again.
    1. If client answers – proceed with sales script.
  5. If no answer, UPDATE NOTES in CU (Clickup) accordingly and send follow up text by adding a TAG “2nd Follow up” (this will send 2nd text text automatically on your behalf):
  6. If no answer,  UPDATE NOTES in CU and send email:
    Hello [Client name]
    I hope this email finds you well. 
    We tried reaching you via telephone to provide you with the most suitable cleaning options for your home. Currently, we have a special offer running for up to $100.00 in savings that we can apply just for you! Let me know when you would like to schedule your cleaning services as slots are filling in quickly!
  7. If no answer, UPDATE NOTES in CU (Clickup) accordingly and send FINAL follow up text by adding a TAG “FINAL Followup” (this will send final automatically on your behalf asking if they’d like us to close their request on our end):
  8. Change all unresponsive leads status to  “Went Cold/Did not closed” or “LOST” if no longer interested.
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