Lead Sources and Best Practices
This source and vehicle should be used for rare leads coming from another RBA location.
What is Lead Exchange / Different RBA Location?
Before proceeding with a lead, always ask this question to check for a referral.
What is “Did anyone who purchased Renewal by Andersen windows refer you to us today?”
All sources must be updated or entered before doing this key action.
What is setting the appointment?
This source includes “February 25 Control” and “March 25 Test.”
What is Direct Mail?
You should never use this source/vehicle for a lead that has real sales potential.
What is Other / Other?
This must always be sourced for marketing accuracy when a customer calls in.
What is the inbound call source?
Sourcing is used to track marketing data so this person can improve or discontinue certain sources.
Who is Hannah?
NBC26, WFRV, and WAOW are all part of this source type.
What is Television?
If you're unsure what source to use for a lead, this is the best thing to do.
What is ask a leader?
When a referral is confirmed, this source should be used on the new customer’s file.
What is Customer/Prospect Referral?
When a duplicate lead imports from email, you must make sure this is reviewed and updated.
What is the source and all relevant lead information?
"GoogleNH" and "National Evercommerce" fall under this digital lead source.
What is PPC Web?
If you see a lead in the queue labeled Other/Other and it looks like a real opportunity, this is what you should do.
What is notify a leader to update the source?
Before setting the appointment, you must make sure it aligns with this.
What is the designer’s schedule of the person that referred them?
Inbound calls come with this attached, and you must check it before or during the call, since it disappears after the call ends.
What is the caller ID source?
“Money Saver,” “Mspark,” and “Retail Me Not” are vehicles under this marketing source.
What is Marriage Mail?
Before setting your appointment in Enabled, always double-check this to ensure source accuracy.
What is your caller ID source and your notes?
In addition to notating both files, you must also do this to ensure the appointment is assigned to the correct designer.
What is send an email to management and scheduling?
When someone calls in and the Caller ID says "RBA GW," you should ask these two questions to clarify the source.
What are “How did you hear about us today?” and “What number did you dial to reach us?”?