4 Ways to Convert Leads into Clients

Oct. 15

Hola, senorita! Let’s chat for a bit. I’ve got a topic in mind. ;) We’ve been chatting about Lead Generations for several weeks now, but I think it’s time we take things to the next level: what to do with leads once you’ve got ‘em.

Getting a lead through one of your pipelines is great, but how should you track progress? How should you follow up? Where should you keep that data? Here are 4 ways to convert those leads like a boss, babe. -Gina

1 // Dubsado

Natasha Samuel | Sol Studio // IG

“The discovery call and proposal process for me is a two way street that includes questions, intuition, brainstorming, and strategy preparation via a video or phone call. Once we see were a great fit, I switched to using Dubsado to welcome my clients into my business. Not only does it clearly outline how I work and what onboarding tasks I will be doing to set up for success, it also allows me to intake information about their brand to make the transition smooth.”

Sarasota, FL

2 // 5 by 10

Heather Saunders | Ameriprise Financial // FB

“We do have some different marketing tools available (like newsletters that get sent via a CRM), but I love a weekly task on my To-Do list that I call my “5 by 10.” Every week on a specific day, I spend the beginning of the day reaching out to five people in my pipeline. I choose them each week, and sometimes it’s just to say hello or plan a cup of coffee, sometimes it is to share an article I think the person will find useful, or to try to schedule a consultation for someone who has been interested but fallen out of touch, etc. The goal is to have reached out to five people by 10am. I track those touches in my pipeline spreadsheet, so I can go through it systematically. Depending on the size of your pipeline, it may make sense to do a 10 by 10, or a 3 by 10. The whole idea is to stay in touch consistently, and in a more personal way than just what might come from the CRM.”

Tampa, FL

3 // Airtable

Gina Moccio | Babe Crafted // IG

“I use Airtable to track my leads. There’s a free plan and it’s similar to an Excel spreadsheet but there’s a mobile app and I can check in with my data in air table from anywhere at anytime.

About a year ago I started tracking leads in Airtable. I used to just remember who I had spoken with & who I needed to follow up with, but let’s be real— that’s not a sustainable way to move forward. I also realized that if I wanted to really grow Babe Crafted & reach my ideal members, I was going to need to get serious about taking the time to find those women and reach out to them. I organize contact info, date I originally reached out, date I followed up, and notes on what we chatted about and/or the status of our current contact, etc. On a weekly basis I check in with my member leads and see who I need to follow up with. Is it intimidating? Of course. But in order to reach my goals, women need to know we exist and that we’re here to help. So I press forward and I hit ‘send’ each week. And you can, too.”

Tampa, FL

4 // Social Media

Francessca Randall | Lombardo Team Real Estate // IG

“I do have a CRM, but I think in the time we live today there are so many ways to communicate with leads. I use my CRM to stay organized, but most leads I have I end up being friends with them on Facebook or follow them on IG. Staying connected with them on social media is so important because I get to know them personally.”

Tampa, FL