Be sure to watch Part 1 on taking notes on leads before this video course.
Search Your Notes in Prospect Toolbox
Take notes in Prospect Toolbox…
Then search your notes by any criteria!
When in a live dial session, you buttons appear at the bottom of every call.
Every time you press a button, PhoneBurner automatically takes a note of this action and sends a matching follow-up email (if an email is matched to that button). By default most of these emails are already created for you and contain your personal information, find them here after logging in, and change what emails are sent with each button pressed in the Dispositions * advanced users)
After you click on “Live Answer” more button appear.
If you are an advanced user you can change the buttons and their preferences in the PhoneBurner Settings called Dispositions (login before clicking that link).
After using PhoneBurner you can search by the different PhoneBurner buttons you pushed during your dial sessions. PhoneBurner takes a lot of notes for you.
If you are an active Prospect Toolbox subscriber, there is an additional technical support staff available to assist you. To reach them, log in to your Prospect Toolbox through our control panel, then click on Support from the top right-hand menu after you are inside of your Prospect Toolbox.
Well, when you take great notes on your leads, you are going to increase your success…
Learn what is… and what is not… getting you results
Know your ROI
Easier follow up calls
When you take great notes on your lead calls, your results always continue to improve!
If dialing leads are not yet getting you the great results you desire, yet hear other people having, you will learn exactly why when you take great notes on your leads.
Exactly what step is not working? Is it getting voicemails answered? Is it your introduction interview? Is it the follow up after a presentation?
You can then look at the patterns, show your notes to your upline, ask HBBLeads support for help, search our training articles, google search, or ask an expert.
Note taking and follow up is a critical step to have success with dialing leads. Use the following pages to take better notes with your leads. Be sure to add more columns and rows to our sheets, customize them, and use whatever methods work best for you.
Pick a Calendar
In addition to taking notes, you absolutely need a Calendar before you call leads.
Pick one, stick to it, and use it every day.
Here are a few ideas:
Your daily planner
A wall calendar
A desktop calendar
An app on your smartphone
Prospect Toolbox: use the Events calendar for automatic reminder emails, text alerts, and more.
How Many NEW Leads Per Week?
Depending upon the volume of leads you are currently working with, you may want different solutions for the easiest management.
Printing each lead or handwritten: 25-50 leads per week
Spreadsheet: 25-100 leads per week
Prospect Toolbox: 50-1,000 leads per week
It’s up to you to decide what information you need to remember for future calls and appointment. Here are some ideas to get you started.
1. Always start with a Phone Call. (If you need suggestions on what to say visit our Scripts Training and other training content at HBBLeads.com)
What are their income goals?
How many hours per week can they dedicate to a new opportunity?
What have they done for work before?
Did they watch a presentation from you? Which one?
What did they like about the presentation?
2. Always write the DATE next to every phone call, voicemail, etc.
3. Schedule follow up calls your calendar. You will need to schedule follow up calls if you called them at a time they are busy (most common), to do a 3-way call with someone else, to give them a longer presentation, to follow up and answer a question you did not know the answer to. Use whatever calendar you will actually check every day. It can be a paper wall calendar, an app on your smartphone, etc.
Abbreviate your notes:
P – phone call VM – voicemail VM 1 – left 1st voicemail VM 2 – left 2nd voicemail EM – Sent email TXT video – texted a video link (with their permission during the call) NA – no answer BAD – bad lead with a non-working number, wrong person, etc. DND – do not call again, remove from the list
– – – – – – EXAMPLE FAKE LEADS AND NOTES – – – – – –
Lead Name: Angela Email: Angie42866@icloud.com Phone: 749-000-3355 Notes: 7/25/18 P, TXT video, called back after video, leaders said they liked the products but worried about $500 startup cost. Has kids named Amanda and George in elementary school. Wants to know about selling products at local events. May not be able to join yet. Next Meeting:
Schedule 3-way meeting call with upline about selling products at events.
Ask upline about $500 startup cost objections
Angie said I can text 555-111-6677
Lead Name: Luther Email: Lutherray2456@hotmail.com Phone: 867-333-9999
7/25/18 P, used to work in construction but laid off, looking for part-time work. Was busy and need to call back later. Next Meeting: Call back 7/25/18 at 5pm EST
Lead Name: Danny Email: email@example.com Phone: 222-725-9233 Notes: 7/25 VM 1, EM Next Meeting: Call 2nd time later this week
Lead Name: Amanda Email: firstname.lastname@example.org Phone: 733-777-4444 Notes: 7/25 VM 1, EM – missed return call while on another call, left VM2 Next Meeting: Try to call again later today 7/25
Print Each Lead
Some customers like to print every email, on a single piece of paper, then write in notes during the call. Then use a 3-ring punch to put the good leads in a binder with all of their notes.
Most of the Live and Fresh Leads from HBBLeads can be delivered to you via e-mail, one lead at a time. You can choose this option during checkout for your order, or contact our support staff.
You can also send each lead to yourself via email from inside of your HBBLeads customer control panel.
Look for the buttons in the image below:
All leads from HBBLeads are available as a CSV spreadsheet (this simply means that the leads name, email, phone, etc. is separated by a comma “,”)
You could either keep filling in the information on your computer or print your spreadsheet to write in notes.
Format your spreadsheet using Excel or a similar program.
Save your spreadsheet
Continue adding columns and notes as needed.
You will need to expand the columns in your spreadsheet program to see all of the data.
Format the spreadsheet to add more space for writing your notes. When you are on the phone with a lead you can take notes right inside your spreadsheet, always remember to save when finished.
You can occasionally go and copy all of your GOOD leads into a new spreadsheet, note-taking program, etc. where you have more room to continue taking notes.
You can use the tabs at the bottom for different kinds of leads.
Keep adding to your spreadsheet in whatever way works best for you.
Inside of Prospect Toolbox is an area for adding a date stamp, note taking, and adding “Events”! Events will send a reminder email to the lead, add it to your calendar, send you reminder e-mails, and more. You can even set up Text Alerts” to remind you of follow up appointments.
Inside of Executive Level Prospect Toolbox is Phone Burner. When using PhoneBurner you automatically log what happened on each call! (Fax machine, no answer, VM, etc.)
You can then “search” your leads any way that you want… by date range, area code, number of voicemails… there are almost infinite options.
Is there a specific word, phrase, or script that you mentioned… that gained more / less interest?
Is there a specific video that had no response?
What worked the best today? What didn’t work today?
Keep improving what isn’t working! Who can you ask specifically for help about what didn’t work?
o If so, find help to improve such as looking for scripts from HBBLeads, or ask your upline for a better video, etc.
Keep adding more of what IS working!
How many calls did you make?
How many scheduled a presentation?
How many scheduled a follow-up?
How many joined or are interested in joining?
When you take great notes:
You will start to notice WHAT DOES WORK and WHAT DOES NOT.
You can ask for specific advice from your upline leaders, HBBLeads, and experts.(Better questions get better answers!)
Soon, you can start to use only scripts, videos, etc. that get you great results!
You will know which types of lead orders are working for you, and which ones are not.
Like learning how to play an instrument or learning how to do anything, you will keep getting better!
Do you feel frustrated with so much to do? So much to learn? How to follow up? When to follow up?
And what to do about those “interested” people that never actually join?
Do you find yourself Googling questions, like “How to succeed at network marketing?”
In this course, we cover all of that and so much more.
In this 8-part training you will learn:
How most leaders grow huge organizations
The exact action steps to take with every lead
A PDF and WORD worksheet for tracking your leads (step-by-step)
Know exactly what you need to improve to get more sales
In the network marketing industry, there are a few KEY FACTORS to growing a massive organization.
In this course, we give you a SIMPLE DETAILED LIST of the closing process!
It’s taken us over 10 years to create such a simple summary.
“If you can’t explain it simply, you don’t understand it well enough.” – Albert Einstein
And we keep going…
We give you a list for the long-term strategy too.
Because in network marketing specifically, the goal is building a big organization that organically grows itself.
With this detailed list, we train on each of the 8 individual step-by-step items, with a detailed tutorial video for each!
You will also have access to Q&A in the comments section.
To be notified when this course becomes available, simply make sure you are following us on social media (facebook), or have an account with us at HBBLeads (you can create a free, no cost account here).
You signed up on my website on (date) to learn more about starting a home business.
I have a lot of advertisements and websites on the internet, so it is almost impossible to tell exactly which one you responded to.
To verify my information, this is [lead name], correct?
And you are interested in learning about making additional income, correct?
Continue with your normal interview. When they say yes to learning about how to earn additional income, you can start to have a normal conversation.
If your lead is not a bad lead, because they are the result of a typo or incorrect information, meaning they did not sign up online and you have a wrong number, they will say NO to the above questions.
I apologize if I have a wrong number. I will immediately remove you from my list.
Simply make a note to not call them again. If you have a 5-day return policy on the type of leads you ordered, you can return this lead for a free replacement. Typos and bad leads can happen, so most of our orders include 10% extra free leads automatically.
Always keep your leads moving in a positive direction.
You have to gently take control and steer the conversation towards HELPING them find the right business and reach their goals and helping them watch a video or attend another business presentation to make that decision.
It is advisable to NOT talk about HBBLeads or leads in general. Why? This will usually only confuse them and take your conversation in the wrong direction. You will end up spending 5-10 minutes explaining advertising instead of moving forward promoting your business. Plus our advertisements do not mention HBBLeads, so this conversation will not help.
The script above is so effective (as well as our other objection scripts) that we use it when calling the “bad leads” that are returned to us, and they often turn around into GOOD LEADS that do want a presentation.
No matter what industry you are in, or where you get your leads you will always hear this reply.
Whether someone is shopping online, or looking to boost their income with a job or new business, most people shop around and are looking at more than one option.
Which means that even with an EXCLUSIVE lead, we cannot control anywhere else that have also submitted their information online.
Here is exactly how to handle this:
I’m not interested I have had too many people calling me already.
No one from my company has called you. What other companies have you heard from?
(Wait for reply)
Well that’s great news actually, there is another way to look at it.
Because you are receiving so many calls, you get to compare them all and pick the very best one for you!
Yes… I guess you’re right
Continue to book a time to show them your business presentation.
Here’s another choice of words if your lead is upset or angry.
I have too many people calling me please stop!
I am sorry to interrupt you, I just want to check my records then I will let you go and remove you from my list.
You did request to learn more about making additional money from home, correct?
Did you fill out more than one form on the internet?
Okay, well I want to let you know that after a a week or so your information becomes less valuable and you will stop receiving calls as long as you do not fill out more forms on the internet.
I will remove you from my list and never call you again.
However because you submitted your information in many places I have no control over who you will be getting calls from.
At this point, the lead will typically become less upset because you have been so polite to them, explained why is happening, relieved that it will naturally stop as long as they stop filling out surveys online, and you may be able to talk to them about your business using our other scripts.
Be sure to show your prospect how your business will help them make money and resolve their problem.
Or perhaps your products will help them save on some other monthly bills.
If they still have the problem of not a enough money, ask them when you think their situation will change, and schedule a follow up call.
For example… “Would it be okay if I follow up with you in about a month and see if your situation has improved?”
They almost always respond yes to this answer! Continue to follow up until it is the right time or they ask for you to never call them again.
Also this is something we see this happen all the time with aged leads. People will change their mind or decide they are ready a few weeks later and then end up signing up with someone else! Don’t let this happen to you. Build a relationship, let them know you are there to answer any questions they have, and always reschedule!
The most successful marketers with leads keep people in the calendar for sometimes up to a year!