The importance of lead management

27 February 2023 | | Blog, Marketing

Lead Management is an essential aspect of any business, regardless of its size or industry. It involves the process of identifying, capturing, and nurturing potential customers to convert them into paying patients. In this blog post, we will discuss how our new lead management service can help you manage your leads effectively.

Easy Lead Management uses Monday.com, a powerful tool that allows you to manage your leads simply and intuitively. The platform provides a visual interface that enables you to track your leads’ progress from initial contact to booking an appointment.

So how does it work?

  • Link your contact form/phone number

One of the first steps in lead management is capturing potential patient’s contact information. As part of the management service, we will convert your contact form and phone number to link to the lead management platform. When someone fills out the form or calls your practice, their information is automatically added to your lead board as a new enquiry. We can set the system up, so only new patient data is recorded, allowing you to focus your efforts.

  • Qualify your leads

Not all leads are created equal, we recommend utilising a ‘treatment’ column and assigning a value to each inquiry. You can then prioritise your efforts based on the leads’ potential value. We also recommend scoring your leads. A lead scoring system is a methodology for ranking a lead’s sales-readiness, each Lead is scored based on a predefined set of parameters such as patient age, treatment type or initial conversation. This way, you can focus on the leads that are most likely to convert and avoid wasting time on unqualified leads.

  • Track your leads’ progress

Once you have qualified your leads, the lead board allows you to track their progress through your sales pipeline. Once a lead is qualified, the platform is set-up to allow you to track how many times you have contacted the patient, this information is included in the ‘My work week’ section, which notifies you when you should be following up each Lead.

  • Analyse your performance

Finally, it’s essential to analyse your lead management performance to identify areas for improvement. The lead management board includes a number of dashboards which highlight the number of leads generated, appointment booking numbers, appointment bookings by treatment, sales revenue and patients lost. You can use this information to adjust your lead management process and optimise your sales pipeline.

In conclusion, lead management is a crucial process for maximising the number of new patients your practice attracts. Easy Lead Management is a powerful tool that can help you manage your leads effectively, from capturing their contact information to booking an appointment. By using the visual interface, scoring system, pipeline tracking and reporting features, you can streamline your lead management process and increase your new patient numbers.

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