In Office* B Cherry* Out of Office* Phone Appt Questionnaire Appt A Hot Green Cherry* Conditional Opportunity* C Greenie Client Delighted with Quality of Service and Investment Advice Pits PERM Offs Jerks Wrong #s Disconnected #s Manage Lead Generation (First Contact Only) The Sales Pipeline *Indicates that these Speedbutton messages are also available in e-format © 2013 Bill Good Marketing. All Rights Reserved. Pits and Jerks... GONE! Pitch & Miss A - Hot Very interested, financially qualified, and willing to begin the sales process right now. B - Cherry Interested and qualified and willing to receive information. C - Greenie Interested, qualified but cannot act until a known, later date. C - Green Cond. Opp Interested but the date funds will be available is not known. This depends on something else. D - Pitch and Miss Mostly a former Hot Prospect or a Hot Client. It’s someone you want to do business with that you failed to close. Pit A non-respondent or negative respondent to any campaign. Jerk Hard to deal with, obnoxious, irate when contacted, and/or requests removal from list. All jerks should be marked “Perm Off.” PERM Off Sets Comm Status = Perm Off, adds Note for historical reference. Manage Existing Leads (Prospects and Existing Clients Only) Lead Development A - Hot B - Cherry* C - Green D - Pitch & Miss In Office* Out of Office* Tel Appt* Questionnaire Appt Green Cherry* Conditional Opportunity* Client Prospect Sales Process Sale to Client Sale to Prospect 2nd Appt* 3rd, 4th, 5th, etc Appt* Pitch & Miss Reschedule Red Carpet New Client Cash New Client Transfer Client Prospect