How to turn leads into customers – PART 1

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So you are getting some sales leads.

So, you are getting some quality sales leads. WooHoo!!!

Someone is interested in what you are selling and you have their contact information: like a name, email and phone number. So now what? How do you turn that lead into a customer?

The biggest challenge small (and very small) businesses have today is converting leads into customers.

Here are 4 easy things you can do to improve your chances of turning that lead into a customer:

1. Contact the lead right away…..like NOW

When someone is interested in your product or service, they are in shopping mode. Besides looking at you, they are looking at your competitors and probably looking at several different ways to solve their problem. 

For example, if you are a real estate agent, the lead you just received may be someone looking to buy a house, so they may be checking out different agents in the area. But they may also be looking to rent something or even looking to move out of town. So it’s not that you are just in competition with other agents, you may be competing with other ideas as well. 

This is why it’s so important to contact that lead immediately to get you in the front of the line. The method of contact might be a phone call, a text, or an email. But you MUST reach out as soon as you get the lead. 

What you are going to find is that, in many cases, you are already too late. You will get this old familiar response: “Oh, thanks, but I am already working with Joe Schmo”  And that’s just because Joe beat you to it by 5 minutes!

2. Contact them the way THEY want to be contacted

People are different. Some live in their email, some are all about text messages and some want to talk to you on the phone. Therefore you can’t just make a phone call, leave a message on voicemail and think you are done. What if they only check voicemail once a day, and they just checked it? Maybe they are always on the go and will respond better to texts or emails. 

Since you probably don’t know a lot about the new leads coming in, it’s best to contact them using all 3 methods until you get some indication of which might be best for this particular prospect. 

Email is always going to be your safest choice because it is not intrusive. People can read their email when it is convenient for them. Phone and text are different because those methods interrupt the person and you could be reaching them at a bad time.

3. If you don’t engage with them right away, drip on them!

You probably have heard the terms “Drip Campaigns” or “Drip Marketing”. This refers to contacting them on a regular basis or “dripping on them”. You want to get something in front of your lead on a regular basis, especially in the first week. The easiest way to do this is by sending emails. Remember, we want them to choose YOU to help them. If we can get them in your court at the beginning, it will lock out your competitors and others who can possibly help them.

Let’s say you didn’t get to talk to them right away and they haven’t replied to any of your emails in that first week. That’s OK – stay the course. Continue to send them emails, but maybe just once a week, and don’t forget to mix in phone calls and text messages here and there. 


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4. Don’t assume no contact means they are not interested

Every lead has its own timetable. Sometimes a lead turns into a customer right away. Sometimes you work with a lead for months (or years) and then it turns into a customer. Sometimes you don’t hear from a lead for months and then all of a sudden they reach out and they are ready to buy. 

Since we don’t know exactly how it’s going to go with each lead, we need to stay the course, even if we haven’t heard from them for a while. 

Keep dripping on them! 

At some point they will either opt-out of your emails, tell you they are not interested, or in the best case they finally buy!

This is the end of Part 1. 
In Part 2 we will explore easy ways you can systemize steps 1-4 above.

Frequently Asked Questions

AllClients does not charge a set up fee. We aren’t looking for a quick buck- we’re interested in long term relationships with folks who will be our customers for several years to come.

Our product is subscription based monthly and if at any time AllClients is not working out for you, stop paying us, take your data with you and we can still be friends!

Phone, email and chat support is included in your monthly subscription price. We also have great video tutorials and an online support community for do-it-yourself support. Remember, support is included, so don’t struggle – we are here to help.

Yes, you can set up a Team where you will all have separate logins. Each team member will have different access and rights to the system. Watch the Team Overview Video for more information or check out our Pricing page. 

Sure. Outlook, as well as most contact managers, will allow you to export your contacts into a standard format called CSV (Comma Separated Values). Once you have your data in a CSV format, it can be easily imported into AllClients. Watch this video for more details.

Yes, please see our HIPAA compliance statement here.

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Your client information is 100% yours. No one else can see it, or use it. And when you leave, you take your data with you. Be sure to keep your login information private and secure.

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Nobody can promise 100% uptime, but we make every reasonable effort to ensure the highest possible availability. We only use the highest quality service providers and any scheduled downtime is late at night or on the weekends. You can check the history of our uptime here: AllClients Uptime Report (monitoring by Pingdom).

Yes. Find our app in the Apple Store and Google Play Store. We also have a mobile version of the product you can access on any smartphone that looks similar to the app. 

Any version will allow you to access your live data in real time (not a copy of your data). With live data, if you add a contact on your mobile device it is the same as adding a contact on your computer. Or if your assistant back at the office adds a contact, you will see it on your mobile device immediately. Watch this video to see how mobile CRM software works.

We do a daily, system wide, back-up that will help us recover if there is a catastrophic problem with the servers (unlikely). To safeguard your specific data, we recommend you back-up your own data on a regular basis. Do this by going to Settings > Export.

Do we EVER update it? How about Constantly! Our customers are currently using the live version of AllClients while we are creating and testing the next version. We are always looking for ways to make the product better, and we get all of our enhancement ideas from current customers.

AllClients was built from the ground up from suggestions and feedback from people like you. We welcome and encourage your ideas and feedback. Send your thoughts and ideas to our support team.

No! NEVER! As a customer of AllClients, all of your client data and your personal information (including your e-mail address) is private and will never be sold, rented, shared, reviewed, loaned, or in any way used by anyone but you. For additional security, please do not share your CRM software login information with anyone.

We have priced AllClients fairly so we can provide an excellent product that continues to grow and evolve with the market. You can earn a discount by referring a friend to us through our Refer-A-Friend program. You can also receive a price break by purchasing an annual subscription rather than paying month to month.

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