Leads is a feature only available in our Basic, Pro, and Premium Coaching Plans. For users in Growth, Performance, and Executive Coaching plans, use this guide for setting up Leads.
In a recent article, we reviewed some strategies around leveraging the leads functionality within Cloverleaf.
Leads are one of the most powerful marketing tools you can leverage for your business. It's all about consistently weaving it into your business development strategy. Leads are opportunities that can become legitimate clients or projects.
Do you have people on your leads list? Now what? Here are some questions to ask yourself and ideas for following up.
3 Tips For Converting Leads Into Clients
1. Ensure You Schedule a Follow-Up Call
If you didn't set up your leads process to automatically invite the individual to schedule a call with you (or even if you did), now is the time to connect with them if you haven't already.
A 1-1 email here within 3-5 days of them filling out the assessment can be powerful. One of the most important things you want to understand is why they took an assessment.
Are they changing jobs?
Are they facing a leadership challenge?
Are they looking for assessments for their team?
Below is a sample message you can try:
If a lead responded to an email marketing campaign or social media post:
Hi ______________,
I'm happy to see you took me up on my invitation to get a free _______________ assessment. I'm contacting you to see what motivated you to take the assessment.
It would be great to schedule a time for us to discuss your results and see how they can support you personally and professionally.
Feel free to schedule that call with me here: [insert your calendar link or share times you are available].
I'm looking forward to talking with you.
[Your Name]
If a lead responded to a 1-1 personal message (in this message, you are writing to someone who you may know better and understand their motivation):
Hi ______________,
I'm happy to see you took me up on my invitation to get a free _______________ assessment.
I'm touching h base with you to discuss your insights. [Mention here anything you know about their motivation to take the assessment. "Assessments like this help you identify key areas for leadership growth]."
It would be great to schedule a time for us to talk about your results and see how they can support you with_______________.
Feel free to schedule that call with me here: [insert your calendar link or share times you are available].
I'm looking forward to talking with you.
[Your Name]
2. Conduct A Follow-Up Call
As mentioned above, it's critical to understand why the person was driven to take an assessment.
If you already know this, Great! Prepare for the call to focus on how you can connect the results to their concerns or goals.
If you don't know this, it will be critical to ask probing questions to understand what value or insight they were hoping to gain from taking the assessment.
These calls should be complementary, and a good length is 30-45 minutes. Make sure before the call that you review their results. Here are some key things to ensure you cover in this call:
Uncover their motivation for taking the assessment.
Review aspects of the assessment using probing questions.
Examples:
What are you noticing about how these insights impact __________ [Use info gathered from question #1]?
What are the implications for change/growth in these insights?
How can you leverage these insights now?
Connect their insights and motivation to your services.
How does what you learned about the individual connect to your value proposition?
How can you support them in designing goals and actions from their insight?
3. Utilize Email Marketing To Nurture The Lead
If you gathered leads from leveraging email marketing, you want to tag or allocate each of these individuals onto a specific Cloverleaf list.
Below are some ideas about how to target this list in the future:
Create content/blog/vlog around taking a deeper dive into some assessments.
For example, you can compare extroverts vs. introverts and how they lead differently. The key here is to speak to the assessments and keep them fresh in their mind.
Regularly include an invitation to schedule a complimentary Cloverleaf trial and then debrief with a follow-up call described above.
You can also invite a lead to take additional assessments in a special offer. [HINT: This is good for a Black Friday email or special promotion.)
This step will require you to convert them to clients within your Admin Dashboard. If you need help with this, you can review: How To Manage Users From The Admin Dashboard.
Next, you can create a group called "Cloverleaf Leads" in your organization and select the assessments the group can access. With these people, follow up with a 1-1 email letting them know the assessments are now available and inviting them to a debrief call using the information above.
These are just a few strategies for cultivating the leads you capture using the leads function. The more you put into Cloverleaf, the more it will continue to give back to you.
These strategies should help you implement Cloverleaf into your coaching and consulting business to strengthen your value and benefit your clients!
There's more to learn about applying what you've learned, so check out other articles within the Help Center.
For more help with Cloverleaf, view related help articles: