You Can Now Access Your Leads on Google Drive
Hey clients, friends, prospects, and (yes) future clients. I’d like to introduce to your back-up lead management system in the cloud. Now you can burn a hole in your pocket with your hot leads in a Google Spreadsheet as you cruise around town.
The goal is simple: We want you to be able to access your leads at any time, anywhere, from any platform with web access.
Seems like a no-brainer, I know.
If you’re unfamiliar with Google Drive, it’s quite simple – Drive (formerly Google Doc’s) let’s you store and create files on the web that you can access on pretty much any device, share among collaborators, and up-date in real-time. If you’re on iOS, grab the app here. If you’re on Android, you can get it here. You can always access it via your mobile browser as long as you have your link that was shared with you.
So let’s jump right into this.
How Do I access My Google Drive Leads Spreadsheet?
If you don’t have it already, send an email to me, sam [@] prospectrs [.] com, and I will give you access and walk you through the system if needed.
Once you’ve been given acess, the Google Drive Lead Sheet is accessible via the email account that it was shared with. Once you’re logged into your email, navigate to the spreadsheet (a link will have been sent to you) and add it to your bookmarks for easy access. You’ve been given edit privileges, so feel free to add notes, share it with other people in your organization, etc. Be careful with who you share your leads with as this is sensitive information.
Great, I’m In, What Am I Looking At?
I’m glad you asked. It’s pretty basic, actually. It’s a Google Spreadsheet which shows, newest on top, your all-time leads that Prospectr has delivered to you over the course of your campaign.
- Client Feedback Area. Along the top you can see your basic column view of the spreadsheet. All the data you need to follow up with, and close your deals. Columns B & A are for you to give us feedback. You can qualify the lead (or dis-qualify, too) and give us feedback on where you are in the sales cycle, or tell us more detailed info if you wish, like if the lead was out of your target market revenue range, etc.
- 4 Tabs. At the bottom left of your spreadsheet, please take notice of the 4 separate tabs. These are separate sheets for your 4 different types of leads. From left to right: Hot, Warm, Referral, Contact Later. Toggle between these to get an organized view of your different types of leads.
- Inquiry Details. Number 3 on the image is your ‘inquiry details’ section of the spreadsheet. To clarify, this is simply the email response to your Prospectr email campaign. Please note that you may have to scroll to the right to see the entire message.
- Sharing Settings. Would you like to give access to your spreadsheet to someone else at your organization? No problem. Simply navigate to the button shown above (#4) titled ‘Share’, and tell Google which colleagues you wish to have access to your spreadsheet by entering their emails into the next screen. Remember: These are client sensitive leads and very valuable, please be careful with whom you share your spreadsheet.
Some Things To Remember.
Your Google Drive Spreadsheet is being updated daily manually by our team. The spreadsheet isn’t being updated automatically, and not in real-time as leads ping our servers. Your first point of contact with your lead will still be the emailed lead that we forward to you from the campaign. This spreadsheet is designed to be a backup system only and to give you a place to organize your sales leads and refer back to them from any location.
We update the sheet daily and perform a QC check on the sheet every Friday afternoon to make sure everything is up to date at that time.
Thanks for taking the time to read! If you have any questions, just let us know.