Welcome to LeadSigma! Whether you’re new in town and don’t know where to start or swinging by for a refresher, you’ve come to the right place. 😎👏
LeadSigma has features aplenty for fast lead response and consistent, tailored follow-up. From instant lead callbacks to planned, customizable automations, you’re about to master some pretty nifty superpowers.
But if you’re eager to jump in, no delay, let’s hold the fireworks. You need the steely essentials - the LeadSigma CoreFour, four practices that deliver a ton of value right off the starting block and get you well on your way to standout engagement and responsiveness. They are -
- Log in daily
- Call your leads
- Do your follow-ups
- Mark your wins
Here are the deets (yeah, we’re hip):
- Log in daily - Our software is great, but the real magic happens when you use it regularly. Enable push notifications and we’ll give you a heads up when a patient replies to your outreach.
- Call your leads - LeadSigma automates as much text and email communication as you want, but for leads who need a callback or campaigns involving live interaction, LeadSigma’s in-app phone, EasyDial, and accessible communication history give users context and convenience. We’ll do the clerical stuff so you can focus on having a great conversation. We’ll also configure Active Call Notifications, calls our system makes to you that connect you to leads who’ve completed online contact forms as soon as they fill them out. Here’s how to do a call task and here’s the rundown on Active Call Notifications.
- Do your follow-ups - Follow-up with leads who respond to your messages. Follow-ups are the leads we’re closest to winning. LeadSigma alerts you when a lead responds, displays follow-ups in purple in the app, and lets you adapt your communication plan after their response. Here’s how to do a follow-up task.
- Mark your wins - If you win a lead, give yourself credit! Marking your wins ensures leads get the right messages and nothing but, and it also powers your reporting. LeadSigma shows won/lost/pending data by lead source, so marking our wins helps us see what’s working, what’s not, and how to optimize marketing spend. Here’s how to mark your wins.
..and that’s it. No 80-page starter guides here. Go log in and start exploring. Once you’ve taken a gander, click on the first task in your queue and start connecting. Let the leads begin! [giant gong sound] 😁✊🏁