Tags

No two leads are created equal.

In fact, there are many differences that you will want to keep track of that will allow you to search for and identify lists of leads with a certain important classification.

One example might be all leads that came from a particular lead source (Facebook ad campaigns, webinars, affiliates, events and many more).

What are Tags?

Tags are unique identifiers that can be customized to suit your business needs and assigned to relevant contacts for future reference.

Tagging lets you easily segment AND target contacts for unique follow-up strategies designed around their specific interests and actions.

Tags (along with Stages and Products) are a powerful way to segment your leads into highly prioritized follow-up lists within Smart Search.

What are the Top 5 ways you can use Tags?

  1. CREATE Smart Search lists identifying segments of leads with a specific important quality or trait. You can combine Tags with other search criteria as well.
    • Example: Search for everyone tagged as a Facebook Friend (so you can know that you have one on one communication capabilities with them) that has also attended a certain event (Stage).
  2. ASSESS the needs of a lead based on their assigned Tags.
    • Example: The needs of a lead tagged “Interested” would be very different from one that has already purchased multiple times.
  3. USE time stamps to see when a Tag was applied via Smart Search.
    • Example: A lead that was tagged “Interested” a month ago is not as valuable as a lead that was tagged similarly yesterday. Lead opportunities almost NEVER get better as time goes by, so the faster you follow up with them, the higher your chances of progressing to the next Stage in the lead closing process.
  4. UPDATE your lead follow-up efforts in realtime by assigning a Tag to any contact within seconds (faster than pen and paper)
  5. COMBINE Tags with Smart Scores to see which contacts should be your top priority for follow up activities and offers.
    • All lists within LeadKlozer are already prioritized by Smart Score, with the contacts that have the highest score being placed at the top of the list.

Sample Tags:

  • Facebook Friends
  • Interested (expressed interest)
  • XYZ Ad Campaign (where the lead was sourced)
  • VIP (a very important lead)
  • Referral (was referred by…)
  • Asked A Question
  • Etc.

There are plenty of ways that custom Tags could be created.

If you are a real estate agent, you might want to create Tags for different types of leads (residential, commercial, neighborhoods of interest, condo, stand-alone home, etc.)

The sky is the limit on how you can use Tags for your business!

Expert Tagging Tips:

  • Create as many Tags as you can think of upfront so that you can pre-meditate all the ways in which you can use Tags to help segment and filter all your contacts in the future.
    • You only need to create Tags once and add new leads to them as the need arises.
    • There will be plenty of Tag ideas that you come up with as you start working with LeadKlozer.
    • Create new Tags from the left-hand navigation, or from any list or Contact Profile within LeadKlozer.
  • Create Tags around these kinds of categories
    • Level Of Interest
    • Source of Lead
    • Actions Taken
    • Information Shared
    • Questions Addressed
    • VIP Status
    • Level Of Interest
    • Etc.
  • Make sure to use your Daily Goals to create your own accountability for follow-ups with leads.
  • Set future followup schedules at the same time you assign a new Tag so that you don’t miss out on any opportunities.
  • Create Scripts for contacts that have received important Tags for your business. As an example, a lead may have taken the action to download a free offer. What kind of script could you write to introduce the offer and then a separate script for following up?
    • Scripts can be in the form of copy and paste text for messaging, emails or in-person conversations.

Tags Demo Video

Related Articles