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Clint Lee

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Fundamentals: Are You Effectively Managing Lead-Flow?

In the spirit of posting helpful information that has real-world applicability, I’ve put together a short video demo of effectively managing lead flow.  This clip deals with managing incoming or reactive lead flow, as opposed to proactive lead generation.

Sophisticated franchise companies will have multiple lead generation campaigns in place, at all times, and in various mediums.  The ability to integrate every lead, regardless of entry point, into your pipeline in real-time and rapidly route, contact, qualify, and follow up with these prospective customers (franchisees) would have at one time put you head and shoulders above your competition.  Today, it’s a fundamental process that every organization needs to achieve long-term success.  And it’s not enough to have a structured sales process in place.  There should be quantifiable objectives and goals built into the process, along with the ability to track analytics at each step, so that a process of continuous improvement and a true reality can be seen in order to make the best decisions.  The picture below is a good illustration of various entry points and a lead capture methodology.

Lead Generation Flow Chart

I hope that this video will be helpful in learning a bit more about the way that we have worked with others to develop effective lead flow management processes and tools.

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More Stories By Clint Lee

Clint is a Principal and Founder of The Flywheel Group, a premier provider of innovative solutions to the franchise industry. The FranchiseFlywheel™ application was developed out of the industry's need for a cutting-edge and affordable franchise management tool for franchisors. Spending several years in the franchise industry directing daily activities related to franchise and business development processes, marketing, lead-generation, and contract administration, and an understanding of the needs of peers and colleagues, led to the development of the application. The Flywheel Group is focused on improving best practices and driving change in the franchise industry by introducing industry-leading solutions and working with its clients to re-engineer business processes that will ultimately enhance revenue and improve bottom line efficiency. Clint actively writes and shares his thoughts on the Flywheel Blog.