📺 Lead Stages: 4 min
We discuss the process of conceptualizing and defining lead stages for a lead management tool. We explain the importance of creating custom stages and defining manual vs. automated tags. We go over the need for clear definitions and processes for team engagement with different lead stages.
What is covered in this video
This checklist covers the key topics that are covered in the video in chronological order:
✔️ Custom Lead Stages Development (1 min)
✔️ Manual vs. Automated Tags (2 min)
✔️ Tagging Process for Team (3 min)
Here are some of the key takeaways from the video
Define and conceptualize lead stage tags. Start by clearly defining what each lead stage tag means for your business. Determine the criteria for a lead to enter and exit each stage, considering factors like how they interact with your business (e.g., form completions, class bookings, or using services like ClassPass).
Differentiate between manual and automated tags. Decide which tags will be applied automatically by your system and which require manual input from your team. For automated tags, set up clear triggers and conditions. For manual tags, establish a process that requires team members to justify their tag choices with notes.
Implement a robust note-taking system. Require your team to leave detailed notes explaining why they applied a particular tag, especially for manual tags like "not interested" or "qualified." This practice ensures continuity of information even if staff members leave, and provides valuable context for future interactions with the lead.