When you receive a Warm Lead Alert from Outbound Engine, that means that one of your contacts has visited your online catalog. This is a great time to reach out to them via phone or email to see if they have any projects coming up that you can help with.
Here is a recommended way to follow up:
- Click on the links shown in the Activity Log and this will take you to the page the contact viewed.
- Call or email your contact and ask if they received the email you sent earlier and ask them if they have any projects coming up. (NOTE: even if there are one or two warm leads with no reported link as detailed above, you can still follow-up knowing they at least were interested in something on your catalog)
Some of our most experienced users suggest following up immediately after you receive the warm lead. A suggested script is to say something like:
“Hi, I just wanted to make sure you got the unique holiday ideas email I sent earlier. If you need help with anything or would like more information, just let me know."