Desk for agencies and services
Every inbound lead getsa discovery call, first time.
Interest, budget, timeline, then a discovery call booked with the right account executive before the caller hangs up. The campaign that brought them is a field, and conversion by source is a report.
- Labels
- LeadMeetingAccount executive
- Interested in
- SEOPaid adsSocialBranding
- Stages
- NewContactedDiscovery bookedProposal sentWon
- Policy
- 30-min meetingsReminders 24h + 1h
The inbound script
How a lead call goes.
- 01
Who they are
Number, company and their role: founder, marketing head, manager.
- 02
What they need
Services of interest, monthly budget band, when they want to start, team size, current agency.
- 03
Book the discovery call
A 30-minute slot with an account executive, confirmed by email with the details.
- 04
Or send the deck
Not ready? “Send information” emails your deck and sets the next step.
Pipeline
From enquiry to won.
Your stages
New, contacted, discovery call booked, call done, proposal sent, won, lost, not a fit.
Campaign attribution
Google Ads, Meta Ads and LinkedIn as named sources, with the campaign as a field.
What the pipeline is worthEnterprise
The value of open leads and what was won, by service, source and person.
Round-robin assignmentBusiness
An automation rule can share new leads across the team in turn.
Questions