Prequalify leads

Sales teams waste calls and emails on unqualified leads.

That’s why it’s so important to prequalify leads, only giving the best leads the option to book a sales call.

Here’s how to optimize sales resources:

  1. Go through previous clients and determine predictors of high LTV. For an agency, ecommerce clients with more than a $10k monthly marketing budget might be your best clients.
  2. Add a form to your sales process for clients to indicate their budget.
  3. For those spending over $10k, let them immediately book a priority spot on your calendar. Remove all friction.
  4. For the low priority leads, put them in an email drip sequence and don’t let them immediately book on your calendar.

Call booking rates go way up when people can book when filling out the form. We want our qualified leads to book immediately.