Custom Plan Lead Generation Conversion Strategy

A custom plan is essentially a detailed proposal or strategy created specifically for an individual based on their unique situation or requirements. It's a powerful alternative to generic offers, making your proposition stand out.

Steps to Create a Custom Plan:

1. Identify the Need: Understand the specific needs of your target audience. This could vary significantly across different industries.
2. Gather Information: Use a questionnaire or survey to collect detailed information from prospects. This can be done through a funnel or directly during initial communication.
3. Analyze Responses: Review the information provided by prospects to tailor a plan that best suits their needs.
4. Develop the Plan: Create a comprehensive strategy that addresses the prospect's situation, utilizing the CRM's features to organize and implement this plan effectively.

Implementing the Funnel

A simple three-step funnel can be highly effective in gathering the necessary information to create custom plans.

1. Opt-in Page: Offer a lead magnet to encourage sign-ups.
2. Survey Page: Instead of a generic offer, present the opportunity to receive a custom plan, using a survey to gather essential information.
3. Confirmation and Scheduling: After completing the survey, prospects can schedule a time to discuss their custom plan, increasing the likelihood of engagement.

Utilizing CRM Features

To efficiently create and manage custom plans, several CRM features are instrumental.

1. Custom Fields and Forms: Set up custom fields to capture specific information from your surveys. Use forms to collect and organize this data effectively.
2. Email Templates: Develop a template for your custom plan proposals, incorporating dynamic fields that automatically populate with the information gathered from prospects.
3. Automation: Create workflows that trigger the sending of the custom plan via email once a prospect completes the necessary form, streamlining the process.

Troubleshooting and FAQs

• How do I ensure my emails don’t end up in spam? Make sure your email settings are correctly configured, and use verified domains.
• Can I customize the plan for different industries? Yes, the CRM allows for complete customization of fields and templates to suit any industry.
• What if a prospect doesn’t provide complete information? Use follow-up communications to gather any missing details before finalizing the custom plan.