Overview

✔️ Bad leads get deleted more quickly from our CRM, saving the sales teams time in qualifying/sorting by as much as 70%.

✔️ Improve email deliverability by not sending to leads likely to mark spam or not engage.

ℹ️This workflow also saves us thousands of dollars by catching bad ad sets/campaigns more quickly.”

Facebook Lead Forms are a great way to generate a high volume of leads, but if you’re working with a niche audience it’s nearly impossible to prevent unqualified leads from getting through. No matter what, photographers and roofing companies will for some reason download your ebook about healthcare marketing… then mark you as spam.

How it works

Keeping your database clean can be time consuming especially depending on your CRM. But we’ve found in most cases we can weed out 90% of bad leads just by looking at their email and company name in a spreadsheet.

• This workflow is triggered from a master spreadsheet where all our lead forms add leads to.

• There is a qualification column, and if it gets updated to “unqualified,” a tag is added in our CRM to delete the contact, removing them from any additional emails.

• This simple build keeps our CRM cleaner and reduces spam complaints.

• The ad set information is included in the sheet, allowing us to track unqualified rates for each ad.

• If one ad has a higher than normal unqualified rate, we can adjust quickly, saving hundreds or thousands of dollars on ads.