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Contact Manager

An Organized System For Working Your Leads

As Home Based Business practitioners we soon learn that the Peter Principle reins supreme.  The Peter Principle states, "we will rise to our highest level of incompetence".   This is an interesting and scary observation, but we learn that it is true; sooner, if not later.  Do you wonder why EcoQuest concentrates so much on personal growth, personal improvement, goal setting, management by objective, etc?  It is simply that the company realizes that we will only be as good as we choose to be and their growth and profitability rides on each of us.  Personal growth is mandatory in this industry.

Part of our growth requires a high degree of personal organization.  We have developed the Contact Manager at EcoQuest Lead Store specifically for the needs of those of us who have chosen this Home Based Industry.  It has been developed by Home Based Network Marketers FOR Home Based Network Marketers.  It goes specifically to the issues that we need; not to the issues that a programmer with creative ideas believed we needed.

Yes, it will take an hour or two to become familiar with the power of this tool that will help you keep your human communications and lead records organized.  Your time will be rewarded with hundreds if not thousands of dollars in higher earnings.  

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Layout of your Contact Manager:  

Note: To use this training most effectively you might consider printing all of this training and then logging into your Contact Manager at EcoQuest Lead Store  Then use the printed version to guide you through the steps, links, buttons, etc. that are discussed in the written training.

INITIAL LOG IN WINDOW: (After you have gone to http:/www.EcoQuest Lead Store and logged in with your sitename and password and then, in the orange area on the left you click on Contact Manager.  Click on Contacts.

LET'S GO INTO A SPECIFIC LEAD'S INFORMATION:

Click on Lead Name:  This opens a full set of information for that lead.

Starting at the top left corner of the display:

View Messages:  This Button takes you to series of messages that have been prepared for you.  

• These messages for EcoQuest include Air Sales Messages, Business Opportunity Messages and TED Messages.   
• These message automatically merge your personal information and your lead's personal information into the messages so they appear to the reader to have been written by you personally. 
• When you select a message a special POP UP BOX appears that displays the message as it would be sent.  To send a message simply click on SEND THIS MESSAGE NOW button and your message is sent.
• At the time you send the message an entry of that action is made automatically for you in your contact manager.
• If you would like to change your message before sending it you can.  Simply type in any personalizing remarks or comments you would like and click send.  Note:  When you do this the revised message is not saved, it sends the message you prepared and returns to the default message in the system the next time you select that message.
• You will find messages for virtually every application and need in this system.
• Specifically for the AIR SALES LEADS PROGRAM, you will want to study the series of messages that have been prepared for doing a 7 day Demo; Day 1, Day 2, etc.
• If, as you review the messages, before sending, you find that the lead information you have isn't properly capitalized you may want to go to EDIT CONTACT and fix the Capitalization.  It will improve your results to show properly formatted messages to your prospects.  We are not in control of how a prospect submits their lead information. 

Back to Contacts Button:  This takes you back to your MAIN DISPLAY

Add Event Button:  When you make contact with your lead you want to ADD AN EVENT. These events will be displayed whenever you come to view the Lead and also in the EXPANDED VIEW at your MAIN DISPLAY.

Example:  Say you just spoke with a lead and they indicated interest in your program and want to be contacted again in 3 days.  Click on Add Event Button, click on the Event Type, Enter the Date and time (using their time zone) and type in notes on the event.   Also, in this case you'll want to click on Edit Contact and add the next contact date as being in 3 days.

Delete Checked Events:  You can delete events that are no longer of importance simply by clicking the checked box and then clicking on Deleted Checked Events.

Add Note:  This is possibly the most important link in your entire system.  You have the ability to maintain detailed records of special notes on your prospect at this location.   There is unlimited text ability.

Example:  Say you have a prospect that is ready to move ahead with your proposal but is in need of obtaining financing on their home first and would definitely like to have you contact some of their friends in the meantime.  This is a great place to maintain all such personal notes for future reference.

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SPECIAL FIELDS FOR MANAGING YOUR LEADS:  You have some special fields in your contact manager that allow to sort and sift through thousands of leads and find the very ones that you want to work with. 

These fields include:

• Lead Type
• Date Created
• Next Contact Date
• Time Zone
• Priority
• Hot

LEAD TYPE:  This is a drop down box in the upper right hand corner of your screen after you log into your contact manager.  This box displays each of the different types of leads that are in the system at EcoQuest Lead Store.  For EcoQuest Business Owners these fields are active for Real Time Form Filled Biz Op Leads, Basic Biz Op Leads Phone Surveyed Biz Op Leads, TED Basic Leads, etc.

When you select which type of lead you want to work with simply click on that type and click on the FIND CONTACTS button over on the far left side of your screen.  It will then display that type of lead only.

DATE CREATED:  This is the date that the lead was delivered into your system.  You can select an automatic sorting strategy for Date Created by clicking on the drop down box titled; "Find Contacts Where Date Created".  Your selections are (1) Earlier than, (2) Later than or (2) Equal to.  Then enter the date you wish to sort or search with. Click on FIND CONTACTS button.  You now have all of the leads that are in your system according to the date search.

Example:  Say you want to search all of your leads that you have received since August 1st, 2003.  You would select (2) "Later Than", enter 08/01/2003 and click FIND CONTACTS.  All of the leads then displayed will be only those that came to you after August 1st, 2003.

NEXT CONTACT DATE:  As you work your leads you want to be entering your NEXT CONTACT DATE as the date by which you will have made your next contact with your lead.  The way you modify and change the Next Contact Date is by clicking on the name of a lead and view their information, then click on EDIT CONTACT and enter the NEXT CONTACT DATE.   From that point on your lead field in the main display will show that NEXT CONTACT DATE in the NEXT CONTACT DATE COLUMN.  

You can sort your leads by NEXT CONTACT DATE by clicking on the up arrow for ascending or down arrow for descending order.

Example:  Say you want to find all of your leads that you had promised you would contact today.  Assuming you have been dutiful in filling in the NEXT CONTACT DATE you click on the column and sort your leads by next contact Date.  

TIME ZONE:  Many of your leads come with the TIME ZONE field filled.  This information is then automatically inserted into your leads file.  The time zones are Eastern, Central, Mountain, Pacific, Hawaii-Alaska.  When you are working with leads that do not have these fields filled in you will want to use this same method for entering their time zones.  Using the Customize List Button you can add Time Zone to your main display and you are then able to sort on that column.

Example:  Say you live in the Pacific time zone and want to start your evening calls to the East Coast and want to call only Eastern Time Zone prospects.  Click on the Time Zone Ascending Arrow and your list is now sorted in ascending order.  Scroll through your leads and select those that you want to call that are in the Eastern Time Zone.

PRIORITY CODE:  You can set a PRIORITY CODE for your leads according to how far they have progressed into your program.  Recommended Priority Codes are:

• 5 is the default level that is assigned to all leads delivered to you from EcoQuest Lead Store.  A '5' is a lead that you have made no contact with at all, you haven't even tried yet.
• 4 is used for those leads that you have made preliminary contact with, have called and left a message, have called and now know that they have a working phone number.  Basically, you have made your first contact with them, in some form and know their phone number is good.
• 3 is used for those leads that you have had meaningful personal contact with.  They have indicated good interest in learning more and you are working on providing them additional information.  They said they're serious and want to learn more, etc.
• 2 is for those leads that you have at the point of decision.  For  Air Sales Lead a 2 is everyone that has a unit on demo or a unit is in transit to them.  For Biz Op leads a 2 is everyone that has the E-Info Pack, like what they see and may be working to get their financing with Best.  They're your hottest and most likely next new Business Owner and are in final stages.
• 1 is for everyone who has either joined you or has purchased a unit from you.  All of your Business Owners are a 1  The system is handy for keeping track of all of your Business Owners AND all of the Business Owners that they have signed up.  You can actually maintain a full 'tree' of your downline with the Contact Manager.  A 1 is for everyone that has bought a unit from you; an incredible tool for keeping track of the last personal contact you had with your buyers.
• 6 is for everyone who has said not now, but possibly in 2-3-4 months
• 7 is for every lead that you have assigned to a member of your downline, for whatever reason
• 8 is for whatever you want it to be 
• 9 is for those leads that say no, no interest.  We recommend not deleting your no's.  Keep them for a later date.  Make them 9's and then with the sorting strategies you have in the system you won't need to see them.

HOT:   Hot is for a SPECIAL SITUATION LEAD or a HOT LEAD that you want to identify as a TOP PRIORITY CONTACT to be made within the next 24 hours.  You can add the HOT column by customizing your list using the CUSTOMIZE button. To make a lead HOT click on their name, click on Edit Contact and set the HOT button to Yes.  You are then able to sort all of your leads to find your HOT LEADS to contact.

Example:  Say you are working 150 leads of a certain type and you only want to talk with your HOTTEST LEADS.  Simply click on the Ascending or Descending arrow at the top the HOT Column and you will have displayed all of your HOT LEADS.

WORKING YOUR LEADS WITH SORTING STRATEGIES:  

You have the ability to create and save sorting strategies. (See Video Tape Trainings above).  Examples of these could be:

• Work all Biz Op Leads by Priority Code:   This allows you to pull all of your Business Opportunity Leads out of the system and then sort them by the Priority Code that you have assigned (see Priority Codes above). You can then scroll through your display and work all of your code 3's, all or your code 4's, etc.
• Work all Biz Op Leads by Next Contact Date:  This allows you to pull all of your Business Opportunity Leads out of the system and then sort them by their Next Contact Date that you have assigned. You can then scroll and work your leads by scrolling for the date you desire.
• Work All Biz Op Hot Leads:  This allows you to pull out of the system all your Biz Op leads that you have marked as HOT and to then scroll through those that are hot and call them according to their priority code or contact date displayed.
• Work all Air Sales Leads by Priority Code:  This allows you to pull all of your Air Sales Leads out of the system and then sort them by the Priority Code that you have assigned (see Priority Codes above). You can then scroll and work all of your code 3's, all or your code 4's, etc.
• Work all Air Sales Leads by Next Contact Date:  This allows you to pull all of your Air Sales Leads out of the system and then sort them by their Next Contact Date that you have assigned. You can then scroll and work your leads by scrolling for the date you desire.
• Work All Air Sales Hot Leads: This allows you to pull out of the system all your Air Sales Leads that you have marked as HOT and to then scroll through those that are hot and call them according to their priority code or contact date displayed.
• Work all Water Sales Leads by Priority Code: This allows you to pull all of your Water Sales Leads out of the system and then sort them by the Priority Code that you have assigned (see Priority Codes above). You can then scroll and work all of your code 3's, all or your code 4's, etc.
• Work all Water Sales Leads by Next Contact Date: This allows you to pull all of your Water Sales Leads out of the system and then sort them by their Next Contact Date that you have assigned. You can then scroll and work your leads by scrolling for the date you desire.
• Work All Water Sales Hot Leads: This allows you to pull out of the system all your Water Sales leads that you have marked as HOT and to then scroll through those that are hot and call them according to their priority code or contact date displayed.

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Putting All Of This Together So It Works For You!

Leads Automatically Entered:   All Leads that you purchase from EcoQuest Lead Store are automatically inserted into your Contact Manager, given a date created date and assigned a priority code of 5.   

All Visitors To Your Website are Automatically Entered:  When someone comes to visit your websites, such as Yourairknowledge.com, Yourbreaktofreedom.com, Yourbestdiet.com, Yourbestair.com or Yourwaterknowledge.com they cannot gain access to your site until they enter their information.  At that point you receive an e-mail from the site informing you that someone has come to view it AND their information is automatically entered in your Contact Manager and Autoresponder.  You will find that your most serious prospects will have several entries into your contact manager.   You can delete the multiple entries, but be sure to then enter the information of their numerous contacts in your long form Notes.  This will assist you with recollection and also help you determine their true level of interest.

REQUESTS FOR IMPROVEMENTS:  As you work with the Contact Manager and visualize improvements that would be of significant value to you and to others please take the time to write them up and send them to us at the Help Desk.  It has been only through such valuable input that the system is as user friendly and functional for meeting our needs.

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