[{"data":1,"prerenderedAt":388},["ShallowReactive",2],{"help-\u002Fhelp\u002Ffollow-up-leads":3,"help-related-\u002Fhelp\u002Ffollow-up-leads":328},{"id":4,"title":5,"body":6,"category":316,"description":317,"extension":318,"meta":319,"navigation":320,"order":321,"path":322,"product":323,"seo":324,"stem":325,"updated":326,"__hash__":327},"help\u002Fhelp\u002Ffollow-up-leads.md","Follow up on leads",{"type":7,"value":8,"toc":305},"minimark",[9,18,23,73,80,108,125,129,136,140,162,190,193,204,208,221,236,243,247,257,261,270,288,292],[10,11,12,13,17],"p",{},"Every message from your forms can be followed as a lead: someone who might become a customer. Your ",[14,15,16],"strong",{},"Inbox"," keeps where each one stands, what you told them, and when to get back to them, so a quote never slips through the cracks. It's included in every plan, and there's nothing to set up.",[19,20,22],"h2",{"id":21},"set-a-messages-stage","Set a message's stage",[24,25,26,33],"ol",{},[27,28,29,30,32],"li",{},"Click ",[14,31,16],{}," in the left menu of the editor (or in your dashboard), and open a message.",[27,34,35,36,39,40],{},"Under the message, pick a ",[14,37,38],{},"Stage",":\n",[41,42,43,49,55,61,67],"ul",{},[27,44,45,48],{},[14,46,47],{},"New",": you haven't answered yet. Every message starts here.",[27,50,51,54],{},[14,52,53],{},"Replied",": you've answered. Replying from the inbox sets this for you.",[27,56,57,60],{},[14,58,59],{},"Quoted",": you've sent a price or an estimate.",[27,62,63,66],{},[14,64,65],{},"Won",": they said yes.",[27,68,69,72],{},[14,70,71],{},"Lost",": they went elsewhere, or it wasn't a fit.",[10,74,75,76,79],{},"The stage shows next to the message in the list. To see only one stage, pick it from the menu above the list (it says ",[14,77,78],{},"All stages"," to start).",[10,81,82,83,85,86,89,90,93,94,93,97,93,100,103,104,107],{},"When you mark a lead ",[14,84,71],{},", a menu asks ",[14,87,88],{},"Why was it lost?"," You can pick ",[14,91,92],{},"Price",", ",[14,95,96],{},"Chose someone else",[14,98,99],{},"No answer",[14,101,102],{},"Not a fit"," or ",[14,105,106],{},"Other",", or skip it. Nothing makes you answer. If you move the lead to another stage, the reason goes away.",[10,109,110,111,93,113,116,117,120,121,124],{},"Stages are separate from the ",[14,112,16],{},[14,114,115],{},"Done"," and ",[14,118,119],{},"Spam"," folders. You might keep a quoted job in the inbox until it's won, then click ",[14,122,123],{},"Mark as done",".",[19,126,128],{"id":127},"write-yourself-a-note","Write yourself a note",[10,130,131,132,135],{},"Type in ",[14,133,134],{},"Note (only you see this)",", like what you quoted or what they asked for on the phone. It saves when you click away. Visitors never see it.",[19,137,139],{"id":138},"get-a-reminder-to-follow-up","Get a reminder to follow up",[24,141,142,148,151],{},[27,143,144,145,124],{},"Open the message and pick a date under ",[14,146,147],{},"Follow up on",[27,149,150],{},"The evening before, at about 6pm your time, we email you a list of tomorrow's follow-ups with your notes.",[27,152,153,154,157,158,161],{},"On the day, the message shows ",[14,155,156],{},"Follow up today"," in the list. Pick ",[14,159,160],{},"Follow-ups due"," from the menu above the list to see every follow-up that's due or late.",[10,163,164,165,116,168,171,172,175,176,179,180,182,183,186,187,189],{},"You'll also see them in your dashboard. When a follow-up is due, ",[14,166,167],{},"Overview",[14,169,170],{},"Business"," show \"3 follow-ups are due\" under ",[14,173,174],{},"Needs you",", and ",[14,177,178],{},"Open inbox"," takes you to the Inbox with ",[14,181,160],{}," already picked. If you use ",[14,184,185],{},"To-dos",", a ",[14,188,160],{}," box sits above your tasks, and the number in the menu counts them too. They're your leads, not tasks, so finishing a task never changes a lead: you clear a follow-up in the Inbox.",[10,191,192],{},"The evening email goes to every business, including one with no website.",[10,194,29,195,198,199,103,201,203],{},[14,196,197],{},"Clear"," to remove the date. Messages in ",[14,200,115],{},[14,202,119],{}," aren't included in the reminder email, and don't show as due.",[19,205,207],{"id":206},"reply-from-your-inbox","Reply from your inbox",[24,209,210,216],{},[27,211,212,213,124],{},"Open the message and type your answer under ",[14,214,215],{},"Reply to",[27,217,29,218,124],{},[14,219,220],{},"Send reply",[10,222,223,224,229,230,232,233,235],{},"It's emailed to them from your business's name, and when they answer, it comes to your own email. If an owner has connected your business's shared Gmail, replies from owners go from that address instead: see ",[225,226,228],"a",{"href":227},"\u002Fhelp\u002Fconnect-google","Connect Gmail and Google Drive",". Your reply is listed under the message, with who sent it and when, so anyone on your account can see what was said. A message's stage moves from ",[14,231,47],{}," to ",[14,234,53],{}," when you send one.",[10,237,238,239,242],{},"Prefer your own email program? Click ",[14,240,241],{},"Use your email app",". Those replies aren't listed in the inbox, so change the stage yourself.",[19,244,246],{"id":245},"see-your-leads-on-a-board","See your leads on a board",[10,248,249,250,252,253,256],{},"At the top of the ",[14,251,16],{},", click ",[14,254,255],{},"Board",". Each stage is a column, and each lead is a card with the person's name, the form they used, how long ago it came in and any follow-up date. To move a lead, use the menu on its card. Click a name to open the message. Spam isn't on the board. On a phone, the columns stack one under another.",[19,258,260],{"id":259},"see-how-your-leads-are-doing","See how your leads are doing",[10,262,29,263,266,267,269],{},[14,264,265],{},"Report"," at the top of the ",[14,268,16],{},", then pick the last 30 days, 90 days or 12 months. For each form and each page you'll see how many leads came in, how many you won and lost, what share you won, and how long your first answer took. Below that, you can see the reasons you gave for lost leads.",[41,271,272,279,285],{},[27,273,274,275,278],{},"A ",[14,276,277],{},"Won %"," shows only once there are 5 leads, because \"100% won\" from one lead says nothing.",[27,280,281,284],{},[14,282,283],{},"First answer"," counts the replies you sent from the Inbox. Replies from your own email program aren't known to us, so a lead you answered there shows no answer.",[27,286,287],{},"Spam isn't counted, and the report looks at your latest 500 messages.",[19,289,291],{"id":290},"keep-a-list-of-your-leads","Keep a list of your leads",[10,293,294,297,298,300,301,124],{},[14,295,296],{},"Download (CSV)"," above the list saves the messages you're looking at as a spreadsheet, with each one's stage, note, follow-up date and, for a lost lead, the reason. Pick a stage from the menu first to download only those, like every ",[14,299,65],{}," job this year. See ",[225,302,304],{"href":303},"\u002Fhelp\u002Fforms-and-inbox#download-your-messages","Forms and your inbox",{"title":306,"searchDepth":307,"depth":307,"links":308},"",2,[309,310,311,312,313,314,315],{"id":21,"depth":307,"text":22},{"id":127,"depth":307,"text":128},{"id":138,"depth":307,"text":139},{"id":206,"depth":307,"text":207},{"id":245,"depth":307,"text":246},{"id":259,"depth":307,"text":260},{"id":290,"depth":307,"text":291},"Editing your site","Track each message as a lead, from new to won, with notes, follow-up reminders and replies sent from your inbox.","md",{},true,65.5,"\u002Fhelp\u002Ffollow-up-leads","business",{"title":5,"description":317},"help\u002Ffollow-up-leads",null,"5jzjNM7EMYjo6VRHPIFNgx5OHVqS_f1TFU8ca6h71fQ",[329,331,334,337,340,343,346,349,352,355,358,361,364,367,370,373,376,379,382,385],{"path":330,"title":304},"\u002Fhelp\u002Fforms-and-inbox",{"path":332,"title":333},"\u002Fhelp\u002Fimport-a-form","Bring in a form you already use",{"path":335,"title":336},"\u002Fhelp\u002Fcustomers","Customers",{"path":338,"title":339},"\u002Fhelp\u002Fcontacts-list","Your email list",{"path":341,"title":342},"\u002Fhelp\u002Fsend-a-newsletter","Send a newsletter",{"path":344,"title":345},"\u002Fhelp\u002Fask-for-reviews","Ask customers for reviews",{"path":347,"title":348},"\u002Fhelp\u002Frequest-a-payment","Request a payment or send an invoice",{"path":350,"title":351},"\u002Fhelp\u002Fsigned-forms-and-waivers","Signed forms and waivers",{"path":353,"title":354},"\u002Fhelp\u002Fclass-packs","Class packs",{"path":356,"title":357},"\u002Fhelp\u002Fask-us-chat","Ask us chat",{"path":359,"title":360},"\u002Fhelp\u002Fbookings","Take bookings on your site",{"path":362,"title":363},"\u002Fhelp\u002Fcheck-in","Check people in with a QR code",{"path":365,"title":366},"\u002Fhelp\u002Fgift-cards-and-coupons","Gift cards and coupons with a QR code",{"path":368,"title":369},"\u002Fhelp\u002Fto-dos","Keep your team's to-dos in one list",{"path":371,"title":372},"\u002Fhelp\u002Fbusiness-without-a-website","Take bookings without a website",{"path":374,"title":375},"\u002Fhelp\u002Freservations","Take restaurant reservations on your site",{"path":377,"title":378},"\u002Fhelp\u002Fbooking-calendar","Connect your calendar to bookings",{"path":380,"title":381},"\u002Fhelp\u002Ftake-payments","Take payments with payment links",{"path":383,"title":384},"\u002Fhelp\u002Fconnect-stripe","Turn on the online store and connect Stripe",{"path":386,"title":387},"\u002Fhelp\u002Fnewsletter-signup","Add a newsletter signup",1793740287188]