Streamline your Processes
Enhance Your Relationships
Unlock the Value of your Data

refine your lead management & improve conversion

HOW WILL THIS HELP ME?

Lead generation is a significant investment for any business but most don’t focus on how to nurture and build a relationship with prospective customers. It’s one thing to attract them but it’s what you do with your leads that will determine conversion. 

Squirrel can help you map out and implement a winning strategy that will help you to:

  • Track the source of each lead to understand which sources are more effective
  • Design and implement journeys that nurture your leads according to their interests
  • Automate touchpoints and communicate with relevant content at the right time
  • Ensure that none of your leads fall through the cracks so you never miss an opportunity

Overview

The strategy will vary based on your business and is best determined with an initial discovery to confirm requirements. We will want to know where your leads are coming from and what the current Lead management process looks like, discuss pain points and make suggestions for best practice solutions. Here we can come up with an effective strategy and map out a future state process for your various Lead types and sources. 

Key Features

Discovery workshop

Discovery session to learn about your business and customers

Lead nurture journey maps

Develop process maps to define your lead nurture journeys

Your brand and styling

Professional on brand email templates using your logo & style guidelines

Workflow automation

Six emails and workflows setup per nurture journey

User training

Training so you can make changes and edits to your automation

Track and measure

Leads dashboard so you can measure the success of your automation

Testimonial

“The entire franchisee recruitment process is incorporated in the CRM and is revving the team up…it’s tremendous learning how much CRM can do, particularly with automation and workflow reminders!”
Wayne abbott
National Franchise Manager

Frequently asked questions

Systems we use to implement Lead management automation include Zoho CRM, Zoho Campaigns, Zoho Forms, Zoho Sales IQ, Zoho Marketing Hub. All available on the Zoho One suite of applications.

 

Typically 4-5 weeks allowing time for you to generate content. If content is ready to go then 2-3 weeks including testing. 

Yes, we provide user training to empower you to create and edit your templates and workflow triggers. You’ll also receive how to videos of your system.

If you have SMS setup as part of your sequences there will be fees for a dedicated number and per message.

Enquire Now