Improve lead generation qualification for customer service

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all right guys so you just signed your first Legion agency client congratulations you got that contract signed you got that invoice paid and you're ready to go you're ready to put in the work but now what do you do that's what this video is going to be about today I'm going to be talking about how to service your first Legion agency client let's get right into it guys so the first thing you need to make sure is that after you sign the client you need to make sure that you have a seamless onboarding process what I like to do at my agency is send over an onboarding form to the client and on this onboarding form we want to ask them a lot of information and just get a lot of information there so we can build their systems on the back end so some of these questions that we want to ask are questions about who their ICP is which is their ideal client profile who's their target market right we're doing lead generation for them we need to know who they want to sell to now the second thing we need to do is figure out what is their offer what is their USP which is their unique sales proposition right your unique value proposition what makes them stand out in front of instead of other people what do they do for their clients what pain points are they solving for their clients what is the desired solution of their clients what is unique about them like what makes them stand out from other people and do they have testimonials in case studies and you want them to attach them to the onboarding form these are super super important for your email copy so the reason we take this information down is for two really important parts of the lead generation process which basically makes or breaks the whole entire process okay and that's your lead lists and your email copy so as I said your ICP and your target market that's really going to be about your leave list so based on what the client says about their target market their ICP you know job titles are going after locations Revenue size all that sort of stuff we're going to use that information and build their lead lists from that information and their lead list with our email copy is going to give us successful campaigns and that's what's going to get us the results for our clients and that's why our clients are paying us now while this is going on and your client is basically filling out this onboarding form you do also want to know who is going to be taking those sales calls for the client you want to know this so you can set up all of the email domains and the email accounts in the back end so for example let's say that John at Google is your client right and John is going to be the one who's taking those sales calls we are going to make about 30 to 50 inboxes uh for John so that we could send emails on behalf of John so that we could fill up his calendar with more sales appointments now what we want to do is we want to take the answers they put in the onboarding form about their ICP and target market and we want to create an initial two to three thousand list of leads like from apollo.io or whatever tool you're using so that you could send that to the client and they can confirm it and pre-qualify that those are the types of leads that they want to hop on sales calls with for my agency we personally use scription.io to write all of our email copy for us it makes the process so much easier basically we just plug in that onboarding form that the client fills out and we send it over description and it spits out all of the email copy for us so we don't have to do it ourselves now after our lead list and email copy is done we want to do one last thing with the lead list before we upload it into the campaign we want to actually clean all of those lists to make sure that we only have verified emails we're going to go to a site like million verifier or never bouts or hunter.io and we're going to upload that lead list into that website so that's going to clean and it's going to look for all the valve emails and it's going to separate them from the invalid emails now the reason we want to do this is because we don't want to send any emails to the invalid emails because if we do that our deliverability is going to go down we're going to start Landing in spam and it's going to be really really bad so we only want to send emails to verified emails after your lead lists are done and verified cleaned up and your email copy is ready to go as well you want to combine those together in smartly.ai and then launch your campaigns so we like to group our responses into four different groups all right number one is an interested reply and these are basically prospects that are interested in our service and they want to learn more number two is asking for more information so basically these are people who like are saying yes send me some more some more info I'm a little bit interested but they're not really ready to hop on a call yet they kind of just want a little bit more information first and the third one is out of office replies so if you send cold emails you a lot of times you will get out of office replies so you want to tag these as out of office so they could follow up with them later and then number four are the not interested replies and these are going to be the ones that people that say opt out or stop emailing me or the occasional cursing you out over email so we're gonna keep doing this until we start to book meetings now how do we book meetings right so let's say that a prospect is interested from an email response they say hey we're interested in learning more I'll be like hey yeah sounds good John would you be open to speaking on Monday at 3 pm eastern time uh let me know if that time works for you or you can just select the time here from our calendar and then I'll insert my calendar link below alright and it just makes it so much easier okay that's how we book meetings so a notification is going to come up and this actually helps with a lot of things this helps us to keep track of all the appointments so that we can invoice properly at the end of the month and it also allows them to just see the progress in real time and it just gets them excited you know like we're getting them appointments and we're filling up their Pipeline and we're filling up their calendar with calls and it's super exciting and we're actually getting the results for them things that you think aren't going to work might work and things that you think that were going to work so well might not work at all I've been through this it's happened to me so many times you have to experiment you have to test test what you also want to do is you want to make sure that you're communicating with your clients and asking for feedback at the end of every month and if you want to build and scale your legion agency to ten thousand dollars a month in the next 24 weeks I have a full webinar showing you the exact steps you need to take from A to Z on exactly how to set it up do everything you need to do to get your first client get results for that first client and scale to six figures a year so check that out I'll put the link in the description below if you want to check that out but like comment subscribe guys and I will see you in the next video