Tracking Unqualified Leads and No-Shows for Accurate Billing

Hey guys I have a prospect with whom I’m getting paid for qualified meetings, but my role is focused on one-to-many outreach, while you handle the one-to-one prospecting. How do we make sure that unqualified leads or no-shows are tracked and excluded from billing? Is there a process in place to capture these so we keep things accurate and fair?

20 comments

Pat H.
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How are you tracking outreach and passing leads?
Harshil B.
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smartlead
Harshil B.
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I gave them access to master inbox
Pat H.
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Is that hooked up to a CRM?
Harshil B.
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Nope
Harshil B.
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I only bring them positive reply once they receive positive reply they are the one who will do inbox management
Pat H.
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How do they report back to you if a lead is unqualified or no-shows?
Harshil B.
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I am assuming all the positive reply will be qualified since the crteria is not that bad must be USA based and have revenue 500K plus and no finance and trucking industry
Harshil B.
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I have no way to make sure if they don't show up I will just trust them
Pat H.
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Yeah so you need to set up integrations with their CRM or have them send a report back on disqualification and/or no-shows
Pat H.
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It’s simple for them to have a lead source to filter by and report weekly/monthly via spreadsheet or PDF of a report
Harshil B.
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Yeah I will ask them to give me the report
Harshil B.
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rather that connect my clay with their CRM will be nightmare
Harshil B.
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Thanks Pat
Pat H.
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😃
Parthasarathy T.
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Simple, have a platform like fireflies that can capture notes from the meeting. If there are action items, the cusomter came in. If nothing, then the deal is not qualified.
Harshil B.
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I am not doing meeting my job ends after I receive positive reply
Namit J.
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Charge them per positive reply and ask them to vet the lead list before you reach out. Or do inbox management for them and actually book calls. You are getting paid after a meeting but you have no control over how many follow-ups they are doing, when they are meeting etc. So it will always be a losing bet. Harshil B.
Harshil B.
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They are not ok with positive reply
Harshil B.
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Inbox management will be too hard for me since I am doing it by myself any too where I can automate inbox managment? Namit J.

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