Managing potential clients effectively is key to growing your business. With our latest update, Wallist now includes Lead Management, making it easier than ever to track and convert leads into active customers. When a new Client is created, they are automatically tagged as a Lead. This occurs in the following situations:
- A new Pricing & Availability Request is received
- Someone fills out a Contact Us form
- You manually create a new client
Wallist allows you to filter and search clients based on their status, ensuring you can quickly access and manage your Leads and Active Clients separately. This helps you prioritize follow-ups and stay on top of your pipeline.
Track Lead Sources and Notes
Understanding where your leads come from is crucial for optimizing your marketing efforts. Wallist enables you to track lead sources by selecting from common options such as a Referral, Facebook, Google, and more. Additionally, you can define your own lead sources, making it easy to track custom sources like specific trade shows or advertising campaigns.
For even more detailed tracking, you can add custom notes to each lead. If a lead came from a Referral, you can document who referred them, ensuring you have a complete picture for future engagement.
Converting Leads into Active Clients
A lead will be converted to an active client status automatically when one of the following events occur:
- You send them an invoice or they make a payment
- They approve an estimate
- You schedule a job with them
- You start a subscription for them
The Impact of Lead Management
By automating and streamlining lead tracking, Wallist helps you stay organized and improve follow-up efficiency. It provides valuable insights into lead sources, allowing you to refine your marketing strategies and better understand where your clients are coming from. With a structured approach to managing leads, you can convert more prospects into paying customers and grow your business with ease.
