Short Leads: Enter all short leads in the leads or inquiry sheets of all companies by presales team. Leads are confidential and should not be disclosed to any external third party. 

Leads Planning: Get leads by following all action points given in this list on a periodic basis. This is to assess the cost per lead based on every medium we use for lead generation like advertising etc. (link the per lead cost from here to the lead forecast table). 

Leads Forecast: Forecast for the leads generated for the activities. Universe, conversion etc. This lists down the methods that can be used for each offering we have. Offerings are in order of priority. 

Lead Source 1: Safe building Leads: Buildings that need audit services of different types and misc services. 

Lead Source 2: Make calls for Old Projects and NDT Jobs due to Audit again after 3-5 years: 

Lead Source 3: Fix Educational Seminars in Corporates for Empanelment into their databases:  Refer to the target list of people in companies in maint departments. (Not procurement, as direct  requests for empanelment are a failure)

Lead Source 4: Participation in Events, Exhibitions and their exhibitor lists: When companies participate in exhibitions, they have budgets. So large stalls means more budgets, as they are expanding. Target them. Refer to the list of exhibitions. Participate  (1-2 per year) or Visit (Industry) or just get list of exhibitors (general)

Leads Source 5: Relevant Leads from Tenders to be tracked. Track tenders to be targetted and downloaded. Now our scope of work is wider, so more tenders can be downloaded and worked on. Esp Execution tenders in MMR region and design tenders in MMR region. 

Leads Source 5A: Leads from list of projects like Projects today. This is a database of projects active and projects planned etc. 

Leads Source 6: Whatsapp broadcast lists. Sending broadcast to known sources every 15 days.  (Add contacts to your broadcast lists and send a broadcast every 2 weeks to them based on the profile of the person. For this publish some intereting case study online and let people learn from the case study. Identify the projects for which a case study will be created and create them. 2 per month to be created. in CMS mode (like blogs). So that we dont hit upper limit of static pages in wix.

Leads Source 7: Advertising leads from facebook, instagram and google ads.

Leads Source 8: Contacts from new people who we are meeting. (make a weekly plan to meet people and a daily form to meet them and follow up for leads).  Many visiting cards are getting entered into the google sheets. mark and identify which ones are imporant and allocated for followup and networking. 

Leads Source 9: RCC Consultants to be met for Contracting work. We will execute as per their specifications in partnership with  them to give  quality work to the client.

Leads Source 10: Social Media repetitive posts on fb, instagram and linkedin type of media. (link the media calender here and repeat similar posts every month by scheduling them in an automated tool). keep track of replies we get from social media also.

Leads Source 11: Google and other social media reviews from clients. Send the link for social media reviews to clients

Leads Source 12: Eco System of mfrs, contractors, architects, etc. Constant meetings with mfrs and contractors etc. keeps the contact eco system alive and we keep getting leads from there. 

Leads Source 13: Key Contacts to be targeted for leads. These are top 100 or so contacts that keep giving us leads and buisness. These are key clients, not indirect associates that have direct requirements.

Leads ROI. Assess the total cost of lead generation at a glance, number of leads generated by each effort and its return on investments.

Leads By Stage:  Focus on Site Visit and Site Visit Report. That is the key to getting the scope correctly, correct costing and getting the Orders.  

Leads By Source:  Track what source is giving which lead

Leads By Person By Month KPI View:  Focus on lead generation. 

Reco:. Ensure no mismatches between Leads, sales and projects, Sales is the pivot between leads and projects, Data must match and Difference in green columns must be zero. if not zero. check the data again.

Reco: Leads Overview. Get more leads and move them to the leads sheet, get site visits done and quote.