InOffice*

BCherry*

Out ofOffice*

PhoneAppt

QuestionnaireAppt

AHot

GreenCherry*

ConditionalOpportunity*

CGreenie

Client Delighted withQuality of Service

and Investment Advice

PitsPERM Offs

JerksWrong #sDisconnected #s

Manage Lead Generation(First Contact Only)

The Sales Pipeline

*Indicates that these Speedbutton messages are also available in e-format

© 2013 Bill Good Marketing. All Rights Reserved.

Pits and Jerks...GONE!

Pitch& Miss

A - HotVery interested, financially qualified, and willing to begin the sales process right now.

B - CherryInterested and qualified and willing to receive information.

C - GreenieInterested, qualified but cannot act until a known, later date.

C - Green Cond. OppInterested but the date funds will be available is not known. This depends on something else.

D - Pitch and MissMostly a former Hot Prospect or a Hot Client. It’s someone you want to do business with that you failed to close.

PitA non-respondent or negative respondent to any campaign.

JerkHard to deal with, obnoxious, irate when contacted, and/or requests removal from list. All jerks should be marked “Perm Off.”

PERM OffSets Comm Status = Perm Off, adds Note for historical reference.

Manage Existing Leads(Prospects and Existing Clients Only)

Lead Development

A - Hot

B - Cherry*

C - Green

D - Pitch & Miss

In Office*Out of Office*Tel Appt*Questionnaire Appt

Green Cherry*Conditional Opportunity*

ClientProspect

Sales Process

Sale to Client

Sale to Prospect

2nd Appt*

3rd, 4th, 5th, etc Appt*

Pitch & Miss

Reschedule

Red Carpet

New Client Cash

New Client Transfer

ClientProspect