Six Figure Systems Playbook & SOPs

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Six Figure Systems Playbook & SOPs

Six Figure Systems Playbook & SOPs

Managing Leads SOP

MANAGING LEADS S.O.P.

About

Ensure communication with potential clients and track their progress until they convert into paying clients.

Trigger

Daily for the 30 min in the morning, you choose to reach out to leads and 30 min in the evening that you respond.

Inputs

Google Spreadsheet Labeled “Lead Tracker”

Social Media or any place where there are direct messages (email)

Actions

MORNING: Take 30 minutes in the morning to reach out to 10 people that you are going to either nurture or do outreach with depending on your business's needs.

NURTURE:

Open up your managing leads spreadsheet

Go to the first tab

Talk to you the next 10 people that are listed on the spreadsheet

update the last talk to date

OUTREACH:

Open your managing lead spreadsheet

Go to the second tab

Write the date

Choose a source and write the names/ handles/ or emails of the people you talk to

New followers, friends, or connections (send your intro video/ message)

People from a networking event, past connection, or potential referral partners (message about a B2B collaboration/ referral partner or B2C get to know them and clarify the connection)

Write the amount of time you took (preferably 30 minutes)

Log the number of people that you talked to in that time (preferably 10 people)

AFTERNOON: Take 30 min and respond in any and all inboxes to messages you’ve received.

Outputs

Have a method to nurture current leads and bring in new leads.

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