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Lead Management ✔ Getting Started Checklist Steps | Walla Support Center

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Lead Management ✔ Getting Started Checklist Steps

The goal is to create a seamless, personalized experience that feels supportive and natural to your clients, while efficiently growing your business. By understanding the big picture first, you'll be able to implement lead management tools with purpose and clarity.

✔ Define Your Stages: Decide on the lead stages that best represent your client's progression

✔ Create Your Tag List: Brainstorm the key information you want to remember about clients

✔ Add the Stages to the Sales Pipeline: Build your Sales Pipeline under the Lead Tracker to continuously monitor your sales funnel

✔ Plan Your Automations: Identify repetitive tasks in your journey that could be automated

✔ Use the Client Profile Panel: Make for a more personal experience by using the new profile panel in Walla

✔ Train Your Team: Ensure everyone understands the client journey and how to use the tools

✂️ Copy Paste Friendly

We've formatted this checklist so you can easily copy the list in this article and paste it into a spreadsheet or doc for you to check off as you complete the tasks