A quick checklist that turns leads into loyal customers

So you’ve created a lead generating strategy and it’s working. Now what? How do you turn this potential into profit?

As you’ll know, effective customer conversion needs a systematic approach - so consider using this checklist to see what might improve your existing programme.

Your seven-step checklist

  1. Decide what insights you need on each prospect.
  2. Agree how to identify high-intent behaviour and prioritise.
  3. Segment to boost prospect engagement and ultimately generate the sale.
  4. Make sure that each touchpoint acts to bring the prospect closer to a sale.
  5. Agree how to build credibility and trust with your audience.
  6. Track your results, then improve and optimise.
  7. Finally, implement your plan to foster long-term loyalty from each customer.

In most small businesses it’s the focus on customer value that unites most of your employees - they get a lot of satisfaction from doing a good job for their clients.

As a result most should appreciate any tips you have on how to improve on what they’re already doing.
 

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