{"id":1982,"date":"2016-04-15T13:35:43","date_gmt":"2016-04-15T20:35:43","guid":{"rendered":"https:\/\/streettext.com\/hub\/?p=1982"},"modified":"2016-09-08T16:05:45","modified_gmt":"2016-09-08T23:05:45","slug":"how-to-manage-your-leads-visually-with-pipelines","status":"publish","type":"post","link":"https:\/\/streettext.com\/hub\/on-marketing\/how-to-manage-your-leads-visually-with-pipelines","title":{"rendered":"How to manage your leads… visually with pipelines"},"content":{"rendered":"

Have you ever forgotten to email a\u00a0prospect? Don’t worry, it happens. Fortunately, it doesn’t have to.<\/p>\n

Without a simple system to keep track of one’s\u00a0to-do’s it can be tough keeping on top of\u00a0those important follow-up activities.<\/p>\n

That’s why I’m excited to talk about pipelines with you today. It’s a simple way of visually seeing which stage in the pipeline your leads<\/p>\n

It’s a simple way of visually seeing which stage in the pipeline your leads are in.<\/h3>\n

Which makes it easy to know\u00a0if they have responded to you yet, need to be followed up with, or if they’ve scheduled\u00a0an appointment.<\/p>\n

I don’t know about your day, but mine is inundated with distractions and tasks that demand attention. Of course, people don’t wait until we’re free, they are sending\u00a0inquiries\u00a0all hours\u00a0of the day.<\/p>\n

It used to be that by the time I got an opportunity to take a look at my calendar or list of emails\u00a0I’d already forgotten who I was going to follow-up with.<\/p>\n

There are some really simple strategies to manage our tasks every day. Everything from Kanban boards\u00a0or\u00a0the urgent\/important grid that I wrote about here<\/a>.<\/p>\n

However, these same models can be used to manage our\u00a0leads inquiries as well.<\/p>\n

For example, Kanban is a super simple method of organizing and visualizing task management. It makes tough jobs like organizing\u00a0development to-do’s simple.\u00a0(See an example Kanban board below). And it’s amazing how well it works for managing leads as well. It actually changed our lives.<\/p>\n

\"agile_kanban_board\"<\/p>\n

Lead pipelines work in much the same way.<\/p>\n

You can create stages that fit the way you engage meet new clients. such as:<\/p>\n

New Opportunities<\/strong>\u00a0->\u00a0To do\u00a0<\/strong>->\u00a0In Progress<\/strong> ->\u00a0New Client<\/strong>\u00a0and ->\u00a0Done<\/strong><\/p>\n

You can see the below example of how pipelines look in a StreetText account.<\/p>\n

\"StreetText<\/p>\n

What makes this process so great, is not only can you see what stage your leads are in, you can also click and drag your lead deals to the next stage, change the deal value, or move them back if they deal is slowing down for some reason.<\/p>\n

Best of all it takes away the memory work. Within a couple seconds you will know who’s been contacted and who is closest to becoming your next client. Your low hanging fruit\u00a0is now visual.<\/h3>\n

I’ve spoken to many Real Estate Agents and Mortgage professionals who struggle with this problem every day. That’s why this system is so helpful. It’s easy to use and will take away that stress that you might leave a potential client hanging or\u00a0forget about that important follow up task.<\/p>\n

Do you have any other great lead\u00a0management techniques? Let us know in the comments below.\u00a0Otherwise, best of luck and have a great day.<\/p>\n

\"CTA<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Have you ever forgotten to email a\u00a0prospect? Don’t worry, it happens. Fortunately, it doesn’t have to. Without a simple system to keep track of one’s\u00a0to-do’s it can be tough keeping on top of\u00a0those important follow-up activities. That’s why I’m excited to talk about pipelines with you today. It’s a simple way of visually seeing which […]<\/p>\n","protected":false},"author":2,"featured_media":1983,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[3,68],"tags":[71,28,72,70],"_links":{"self":[{"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/posts\/1982"}],"collection":[{"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/comments?post=1982"}],"version-history":[{"count":7,"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/posts\/1982\/revisions"}],"predecessor-version":[{"id":2343,"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/posts\/1982\/revisions\/2343"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/media\/1983"}],"wp:attachment":[{"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/media?parent=1982"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/categories?post=1982"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/streettext.com\/hub\/wp-json\/wp\/v2\/tags?post=1982"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}