Page Comparison

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1. Identify Contacts - Filter by:

   1. Contact Owner is: Me

   2. Lead Status is: New

2. Research Contact

   1. Add LinkedIn Bio to their profile

   2. Add Job Title to Contact record

   3. Confirm shelter link in their Company record

3. Enroll in an email sequence or call to follow up

4. Only after this is done, update Lead Status: In Progress

Manage In Progress Leads

1. Identify Contacts - Filter by:

   1. Contact Owner is: Me

   2. Lead Status is: In Progress

2. Scan for engagement

   1. Last page seen

   2. Last email clicked

3. Scan for value

   1. Yearly Adoptions

   2. Job Title

   3. Phone Number

4. Actions

   1. If no engagement, update Lead Status: Open.

   2. If engagement or value: Send thoughtful communication or phone call.

Create a new deal?

Deals reflect a Contact that has proactively indicated interest in purchasing the product after knowing the general costs and features. This is usually following a discovery sales call or if a person has sent a very specific, proactive inquiry email.

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