Streamline Your Customer Service with Lead Segmentation for Customer Service

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hi I'm Jennifer born of Jennifer born calm and I'm glad you're here because today we are talking about how lead segmentation can create more sales right every freelancer needs clients to stay in business and to get clients you need to make sales and to make sales you need to make it a no-brainer for your leads to say yes now a well-designed lead inquiry form can do more than just segment leaves by quality of fit it can also segment leads based on type of project or even on budget and when you segment leads based on project type you can create and deliver targeted messaging specific value add opportunities and customize to follow-up for example if you offer WordPress website services you may offer packages for custom theme design and development for theme customization for small website tweaks and changes long term retainer partnerships and even ongoing website support now with something called conditional logic you can change how a lead interacts with the inquiry form based on the information they provide this means you can not only change form fields entirely to gather information specific to the service that they need but you can send the lead to a service specific Thank You page upon form submission the ability to treat leads differently based on the service they need in one single form is incredibly powerful because the information you need for a complex WordPress theme project is totally different than the information you need from a client who just needs help making a few small tweaks on their existing website the customized experience sets you apart from your competitors and positions you as the best choice because while filling out the generic form and jumping through all the hoops on the other websites they're moving through the process faster and easier on your site which further demonstrates your professionalism your expertise and your attention to detail now inquiry form that segments leads positions you as the best choice for your ideal clients one of the most powerful things about conditional logic and web forms is the ability to combine different types of segmentation like segmenting leads by quality of fit and type of product by segmenting leads based on project type and budget range or by segmenting leads based on quality of fit project type and timeline no matter how you choose to segment leads with your inquiry form one thing always remains constant the ability to customize the user experience based on the information they provide so there are four primary ways to customize the experience that a lead has when reaching out with their project using conditional logic first you can use custom blocks of questions you can change the questions that appear in the actual contra the actual contact form of the project inquiry form based on the service that they select so you can ask different questions to somebody reaching out about ongoing support then you would somebody reaching out about a full website build you can provide targeted messaging you can send prospects to different Thank You pages based on the project type or the service that they need you can customize the thank you message and provide helpful and valuable information about next steps and your process you can provide value add opportunities right so on that thank-you page or in a follow-up email sequence you can provide tip sheets checklists links to relevant blog posts ebooks you can provide tools or other resources that are specific to their project to surprise and delight them while they're waiting to talk to you one-on-one you could also provide customized follow-up right so you could create an email autoresponder that provides more information about your company about you what it's like to work with you what they should know you could provide some fa Q's you you can prepare them to come to that sales call ready to we'll get started right when you do the work upfront to ensure that every prospect that reaches out to you has a consistent great experience when contacting you and when that experience is tailored to their specific mean it shows that you care it establishes your professionalism and expertise it validates you or validates that contacting you was the smartest choice they could have made and it makes them wonder just what else you do better than every other person they've talked to to this point and this positions you as the only choice in their eyes so if you're sold on incorporating this into your freelance web design or web development business check out gravity forms and ninja forms both WordPress plugins give you the ability to segment leaves and deliver a customized experience again I'm Jennifer born with Jennifer born calm thanks so much for being here and until next time have a great day