Process | Verified Field Lead

Outline & Purpose:  To outline how field technicians can capture, record and get credit for a verified lead.

What is a “verified lead”?

A verified lead consists of contact and property information collected from a potential customer.  To qualify, a lead must contain the following information.

1. Full name
2. Full property address
3. Phone number
4. Email address
5. Services the lead is interested in.

Where can I look for verified leads?

• Neighbors are a great source when working in the residential setting.  If you see them out and about, approach them and ask if they would like a free quote.  Offer them a brochure.
• When working in a commercial setting, employees are great prospects.  Use your judgement when asking them if they would like a quote.
• When people see your uniforms, work vehicle, etc., they may approach you with interest.  Capture their information to get a verified lead.

How to capture a lead:

1. Enter all of the above information into the “Client” section of your Jobber app (click the + button, select Client icon from menu, fill in the form with as much detail as you can.)
   1. If you don’t have permissions to add contacts to Jobber, capture as much customer info as you can on a piece of paper or in your phone’s notes app, and then ask your crew leader to input it into Jobber.
2. Make sure to save the contact before exiting the screen.
3. In Slack, go to the “Field Lead” channel.  Enter the customer’s name and information.
4. When the Sales Manager verifies that the lead is complete and accurate, you will get credit for it.

How does the Verified Lead bonus work?

1. When a lead you’ve collected is verified, you will receive a $10 bonus.
2. You will receive the total of all of your lead bonuses in cash each week during our team meeting.

Script for capturing leads from potential customers:

“I can get some information from you and forward it over to someone in our office who can get you a quote right away.

• Can I get your first and last name (confirm spelling is correct)

• What’s the full address of your home/property?

• What’s the best phone number to reach you at?

• We usually like to email our quotes so that you have it for your records.  What’s a good email address for that?

• And what services are you interested in?

Ok great.  I’m forwarding this on to our office right now.  Zack will be in touch with you soon to get you a quote.  Thank you!”