Ads - Social Media Ads Lead Follow-Up Guide
What To Expect From This Training:
- Maximizing the effectiveness of your follow-up with social media ad leads.
- Comprehensive, step-by-step guidance on leveraging the Dashboard to seamlessly manage, track, and follow up with your leads.
Getting Started -- Best Practices -- Dashboard -- Pipeline
New Lead -- 1st Call/Text -- 2nd Call/Text -- 3rd Call/Text -- LTN -- Booked -- Mobile App -- Support
Getting Started
Welcome! Social media ads are excellent for generating leads and establishing your brand in the market. To maximize your results, it's vital to have a streamlined follow-up system to turn leads into clients. This guide will outline proven strategies for following up with social media leads, strategies that have yielded fantastic results for numerous offices. Additionally, we'll provide a comprehensive overview of the Facebook Ads Pipeline in your dashboard and explain how you can utilize it to effectively follow up with your leads.
Best Practices For Following Up With Social Media Ad Leads:
In the short video below, we'll discuss the importance of quickly reaching out to leads from social media ads. Among our 2000+ clients, some have mastered the art of following up with leads. We've learned a lot from them and want to share their strategies with you. These top-performing offices see each lead from social media as a valuable opportunity. They work hard to build a connection with leads through calls and texts, making them feel comfortable to engage further. If you follow their lead, you'll see better results from your ads.
Dashboard Training
We've developed the dashboard to simplify lead management and follow-up for you. In the video below, we'll cover the fundamental features of the dashboard, giving you a clear understanding of how to navigate and utilize it effectively for lead management. Subsequent videos will delve into the pipeline system, guiding you through the process of moving leads along and facilitating seamless tracking of your follow-up efforts.
Pipeline Training
What is a pipeline:
The pipeline serves as a systematic approach to track lead follow-up activities. It enables you to seamlessly progress leads through various stages as you engage with them. These stages allow you to monitor the progress of each lead in the follow-up process. Certain stages include automated actions, such as sending text messages or initiating long-term nurturing sequences. In the video below, we'll provide an overview of the pipeline and its stages. Subsequent videos will delve into each stage, detailing when to advance a lead and the corresponding actions triggered when a lead reaches a particular stage.
Stage: New Lead
When a lead is generated from your Social Media Ads, it automatically appears in the "New Lead" stage within the "Facebook Ads" pipeline. Simultaneously, an automated text message is sent to the lead, and you'll receive an email notification alerting you of the new lead. It's crucial to promptly reach out to these leads, ideally within 15 minutes of their generation, as this greatly enhances the likelihood of successful contact. In the video below, we'll provide a comprehensive breakdown of this stage, detailing the necessary actions to be taken.
Here is the text message that is sent under this stage:
Hello {{contact.first_name}},
Thank you for taking advantage of our Facebook New Patient Special!
We're excited to meet you and help you reach your health goals. We will be calling you from {{ custom_values.office_number }} to learn more about you and get you scheduled for your first visit.
Keep an eye out for our call and have a great day!
{{ custom_values.office_name }}
Stage: 1st call/text
When a lead doesn't answer your call, you'll transition them to this stage in the process. It's important to leave a voicemail, ensuring they're aware of your attempt to reach them (We do provide a script for the voicemail if you need it). Following this, an automated text message will be sent to the lead. Additionally, be sure to leave a note so that everyone handling leads in the office knows what's already been done when they reach out to the same lead next. Once the lead is moved to the "1st call/text" stage, we advise waiting 24 hours for a response before proceeding further. In the video below, we explain this stage thoroughly, including how it works and what you need to do.
Here is the text message that is sent under this stage:
Hi {{contact.first_name}}! This is {{ custom_values.office_name }}. You took advantage of our Facebook New Patient Special and we just gave you a call to learn a little bit more about you and get you scheduled for your first visit with us. Are there any questions that I can answer for you?
Feel free to text back or call 🙂
Stage: 2nd call/text
If you haven't heard back from the lead within 24 hours, it's time for a second call. To keep things organized, check the pipeline daily to see who's in the "1st call/text," "2nd call/text," and "3rd call/text" stages. If there's been no response from leads in these stages, it's time to take the next step. If the lead doesn't answer your second call, leave a voicemail and move them to the "2nd call/text" stage, making sure to leave a note for the next person handling the lead. An automatic text message will be sent, and you can review its content below. In the video, we provide a detailed explanation of this stage, covering its functionality and necessary actions.
Here is the text message that is sent under this stage:
Hi {{contact.first_name}}! I am following up on my message from yesterday, you took advantage of our Facebook New Patient Special and I want to make sure you don’t miss out. Are you still interested in coming in?
Feel free to text back or call 🙂
{{ custom_values.office_name }}
Stage: 3rd call/text
After 24 hours if you have not heard back from the lead via text or call, give them a second call. The best practice for this is to check the pipeline each day to see who is under the “1st call/text”, “2nd call/text, and 3rd call/text stage” if you have not received an answer back from the leads that are in those stages, this when you want to next action. If the lead does not answer your 2nd follow-up call, leave a voicemail and move them to the “3rd call/text” stage. Remember to leave a note so that the next person following up with this lead knows the previous actions taken. There will be an automatic text message that will be sent. You can see what that text message says below. In the video below, we explain this stage thoroughly, including how it works and what you need to do.
Here is the text message that is sent under this stage:
Hi {{contact.first_name}} we reached out a few times and I wanted to check in one last time to see if you are interested in coming for the Facebook New Patient Special. We want to make sure we do everything we can to help you. Are you still interested in scheduling an appointment?
Feel free to text back or call 🙂
{{ custom_values.office_name }}
Stage: LTN - Did Not Reach/Not Interested
The "LTN - Did Not Reach/Not Interested" stage signifies that despite three follow-up attempts, there has been no response from the lead. This stage also applies to leads who, when contacted, express disinterest in further engagement or opt out of messaging by replying "STOP." Upon moving a lead to this stage, they are removed from the pipeline and placed into a long-term nurturing sequence. If, after 24 hours following the third follow-up attempt, there's still no response from the lead via text or call, they can be transitioned to the "LTN - Did Not Reach/Not Interested" stage. Additionally, if at any point during the follow-up process, the lead indicates they're no longer interested, they should be moved to this stage. Similarly, if a lead replies with "STOP" to opt out of messaging, they should be moved to the "LTN - Did Not Reach/Not Interested" stage. In the video below, we explain this stage thoroughly, including how it works and what you need to do.
Stage: Booked Appointment
The "Booked Appointment" stage is designated for leads with whom you've had communication, either through text or call, resulting in a scheduled appointment. Once an appointment has been secured, promptly move the lead to this stage. The primary objective is to populate this stage with as many leads as possible. Once a lead schedules an appointment, visits the office, engages with you, and recognizes the value you provide, they're more inclined to proceed with care. This stage marks the culmination of the pipeline, after which you can proceed with your standard procedures for new patients in your office. In the video below, we explain this stage thoroughly, including how it works and what you need to do.
Mobile App Training
For your convenience, we also set up lead follow-up with our mobile app version of the dashboard! Whether you're on the go or away from your computer, our app ensures seamless lead management right from your smartphone. Downloadable for both Apple and Android devices, our app offers all the features covered in our desktop version, allowing you to stay connected with your leads anytime, anywhere. In our final training video, we'll walk you through step-by-step on how to utilize the mobile app to effectively follow up with your social media leads, making lead management easier and more accessible than ever before.
Here are the links to download the app:
Apple App Store: https://apps.apple.com/ca/app/lead-connector/id1564302502
Google Play Store: https://play.google.com/store/apps/details?id=com.LeadConnector&hl=en_US&gl=US&pli=1
Support:
By utilizing this Dashboard consistently to follow up with your leads from Social Media Ads, you significantly enhance your chances of converting them into patients.
Remember, we're here to assist you with any inquiries that arise. Feel free to reach out to us at (920) 857-1106 or via email at support@inceptiononlinemarketing.com. Thank you for dedicating your time to this training!