Professional Services · Growth

Speaking / Thought Leadership Lead Follow-up

Follow up on leads generated from a partner's speaking engagement, article, or webinar.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Captures attendee/reader information from events and content where available, written to the CRM.
  2. Sends a relevant follow-up referencing the specific topic presented, with an offer to discuss their specific situation, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk) or email.
  3. Books a consultation with the presenting professional or appropriate specialist if there's interest.
  4. Tracks lead-to-consultation conversion by event/content piece for marketing ROI reporting.

Data sources

Event/webinar attendee data Content topic mapping

What it targets

  • Event/content leads followed up within 48 hours Target 90%
  • Lead-to-consultation conversion Target 20%