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Lora UllerichDigital Media Specialist

Cole Information

Session Framework

Brittney GallatinBusiness Development &

MarketingBlitz Lead Manager

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• Started 5 years ago as an internal program for Double A Solutions telemarketing

• Quickly got picked up by many companies as a powerful sales tool

• Built to fit a wide range of small to large businesses nationwide

About Blitz Lead Manager

Cole Directory • Published in 1947• “Blue Book”• Crisscross directory of addresses and phone numbers

Invaluable information for a number of industries:

• Telemarketing• Debt collection • Law enforcement

Today, web-based lead generation for business

Then and Now

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• Finding the easiest and most effective way to tackle a list of leads

• Hitting leads from all angles

• Creating a process and sticking to it

• Evaluating and improving your process

• Using a system like Blitz to simplify your process

Today’s Presentation will focus on:

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1. Distribute leads to staff2. Send Information• Mailers• Email

3. Personally reach out• Phone call/automated dialer• Meet face to face

4. Automate your process• X-dates• Follow ups• Emails

Today’s Presentation will focus on:

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•Distribute by:• Percentage• Manually

•Each employee has their own list•Track their progress•Increases productivity

1. Distribute Leads

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1. Distribute Leads

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• Mailers – New leads• Creates familiarity, will be more likely to talk when you call

• Emails – For opted in leads• Email blast, automated emails, manual emails• No unsolicited emails – will hurt your future deliverability

2. Send Information

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2. Send Information

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2. Send Information

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• On average, it takes companies 44 hours to first contact a lead• The average sales rep makes 1.3 call attempts before giving up• 53% of these companies don’t respond at all

3. Personally Reach Out

Sources: Forbes.com / responseaudit.com

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• Call or meet face to face, depending on your business

• Autodial• Power dial through initial calls

• Manually dial• Follow up with mailer/email• Prior to an x-date• Ticket falls off

• Continue to follow up!• ALWAYS have an appointment

scheduled in the future

3. Personally Reach Out

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Autodialers•Blitz is integrated with:• Call Logic• Call Fire• GPS• Sales Dialers

•Update leads in Blitz while utilizing the dialer

3. Personally Reach Out

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3. Personally Reach Out

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•VoIP systems•Blitz is integrated with:• Lightspeed Voice• Voicewalker• Fonality• 8x8

•Contact information will pop up right on your screen when they call in•Click-to-call

3. Personally Reach Out

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3. Personally Reach Out

Win-back list X-date list

Old quotes

List from an event

Policy Reviews

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• Create a process, but be flexible• Document your process• Keeps staff on track• Should contain multiple methods

of contact• Should prioritize types of leads• Should include instructions on

how to handle each type of lead

3. Personally Reach Out

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X-date list• 45 days prior: Email a

sample quote• 30 days prior: Call &

email if you don’t reach them

• 10 days prior: Call & email if you don’t reach them

3. Personally Reach Out

Event List• 2 Days after event:

Send “Thank You” Email Blast

• 2 Days after email: Call• 7 Days after email: Call

& email• 14 Days after email:

Call & email

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• If you have a process set in place, automate it to save time and money!

• This is an automated process, so you still have to pick up the phone to find success.

4. Automate your Process

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• Blitz Lead Manager’s Workflow can automate:• Emails• Appointments• X-dates• Re-quotes• Lead assignment

4. Automate your Process

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• Cole X-dates• Instead of just calling down

the list, set it up to call prior to their X-date

• Set up automatic emails• Automatic reminder to call• “Set it and forget it”

4. Automate your Process

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• New Customers: • “Thank you” email after sold• Referral email

• New quotes:• Follow up after a quote

• New leads:• Call new lead 6 times• Reassign untouched leads

4. Automate your Process

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• How do you know what’s working?

• Measure ROI for each lead source & marketing strategy

• Track staff activity• Evolve your process

Reevaluate your process

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• More info about Blitz:• Free 30 day trial• Free training & support• Pricing: $28.75/user• Contact:

support@blitzleadmanager.combgallatin@blitzleadmanager.com(419)841-8800

Blitz Lead Manager

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