Create On-Going Lead Management & Marketing Report

No Resources Currently

What are the problems we hope to solve with this project?

• No practice area conversion rate metrics to A|B test the improvement of conversion ability
• Inconsistencies in action reporting that don’t allow for proper management reporting
• Some leads that call aren’t listed in clio grow or podium, just callrail. Leads don’t look like they get a response from a management perspective
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Examples

What are the Goals to create in order to solve the problems?

• List all leads into single Google Sheet to establish following metrics:
• Leads total and by service area
• Consults total and by service area
• Conversion rate total and by service area
• Create weekly check process to confirm lead intake process working as it should

Create management and reporting process

Goal Planning Tasklist

Outline Deliverables associated with Goal

Outline & complete any Tasklist - Research / Outline / Client Question

Create list of Tasks to achieve goal

Confirm Goal & Deliverables with client, get any questions answered

Turn goal deliverables into Tasks , add task details