✔ 5 Steps to convert a lead
Completed by Kamie A.
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Kamie A.
- Due on
- Notes
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can you please take a look at this document and let me know what you would add from our protocol?
Elizabeth
https://docs.google.com/document/d/1K1E3W6M8rsayxTUU5PCJTJU2uxv-IR6VLshSF7ekpo8/edit?pli=1
Under 1)
I think we should add something about how critical it is to place direct phones calls as well as have an automated text messaging set up for as soon as a lead is input. As direct calls are the best way to convert leads to potential patients and a welcome text shows the lead we value them as a customer and took the time to send a text message.
https://docs.google.com/document/d/1K1E3W6M8rsayxTUU5PCJTJU2uxv-IR6VLshSF7ekpo8/edit?pli=1