Clean CRM Workflows and Proof-of-Life

Lauren outlines cleaning triggers, tagging, and three proof-of-life signals to qualify subscribers into leads.

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Episode notes

Are you drowning your leads with follow-up after follow-up? It’s a mistake many service-based businesses make, thinking more is better. But in reality, too much follow-up could be killing your sales instead of helping them.

In today’s episode, we dive into a common problem many health and wellness businesses face: low conversion rates after generating quality leads. Lauren shares an in-depth example from one of her clients who was generating tons of leads but only achieving a 5% booking rate. We explore why this happens and how you can fix it.

From the crucial need for accurate data tracking to the importance of defining a "qualified lead," we outline the tweaks to your sales funnel that will boost lead conversions and significantly reduce your marketing spend.

In This Episode:

- Case study of high leads and low conversion rates

- Sample lead qualification and conversion framework

- Estimating the value of opt-ins

- The correct sequence of contacting leads

- Episode wrap-up and call-to-action

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