How do you retain your customers? Do you send a thnk you note? Cards on holidays? For an extra personal touch, you might even decide to get creative and send your customers a special discount on their birthday.įiguring out your process will make the most out of your CRM template. For example, a hair salon might keep track of when their clients need a trim, and send a reminder email to each one when the time comes. But your marketing efforts shouldn’t end there!Ĭustomer retention will look different for every business. After the action stage, they’ll be a customer instead of a lead. The final stage of the funnel is the “action” stage, when your clients make a purchase. Don’t let forgetfulness be the reason why you lose clients! It’s all too common for people to book an appointment and cancel before they go, so it’s still important to nurture leads in this stage.Īfter the decision stage, give some thought to actions like follow up emails and appointment reminders that will give your clients that extra push to commit. Keep in mind that your lead isn’t a customer until you get paid. These are hot leads they’ve made an active decision towards making a purchase.
When do you reach out to them? How often?Ī client might book a consultation or appointment in the “decision” stage. Think about how you nurture leads in this stage of the process. Take note of any specialized info you gather, so you can add it to your sales lead template.
This is the stage when you might collect some of their info-for example, if someone signs up for your email list or downloads an ebook on your website. These are warm leads they’ve shown interest in your service, but haven’t committed yet. If you use a CRM template to track lead sources, over time you’ll be able to figure out what ones are getting you clients and what ones aren’t.Interest stage: a smaller subset of your customers might start reading your blog, looking through your website, or comparing you to some of your competitors-the “interest” stage.
For example, you might get customers through referrals, Facebook, lead pages, directories, or paid ads. How your customers find you are your lead sources. Picture all your potential customers at the top of the funnel, and what steps they take as they move down the four stages: awareness, interest, decision, and action.Īt the top of your sales funnel are customers that know about you, usually called the “awareness” stage-maybe they’ve just done a Google search and found your website, or discovered you on social media. Your sales funnel is a good place to start. Think about your customers’ journey from discovering your business to booking with you, and what steps you take to communicate with them. Use your CRM template to map your client’s sales journey
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