Lead Tracking in The BOS

Leads represent any client who is potentially interested in becoming a customer of your business. Lead tracking is an incredibly important part of any business and one of the keys to business growth. 

Lead Tracking is not available on all plans. Please contact support if you are unsure.

Lead Metrics

Amount of lead data tracked will depend on the size of the business and how much they want to track but some important metrics include:

Metric	Description	Examples
Lead Source	Where the leads are coming from	Word of mouth, Google Search, Facebook Ads, Referrals from G.P.s
Conversion Rate	Percentage of leads that become customers	100% of referrals become customers, while 1% of Facebook Ad clicks become customers
Sales Person	Employee 'closing the deal', often administration staff in smaller practices and sales team in bigger establishments

Lifecycle of a Lead

These metrics will usually be measured over a period of time such as "New Leads in April" or "Booked Leads last Week". The most important dates related to each lead are as follows

New Lead	First contact with the business
Booked	Date that lead booked in an appointment
Invoiced	Date appointment occurred and was invoiced

Example Lead Lifecycle

Monique emails your clinic on 27 February asking if you can treat a specific condition. You take a while to respond and email back on March 1st, she immediately books in but the first available appointment is April 3rd. 

This would be recorded as follows:

New Lead	27 Feb
Booked Leads	1 March
New Clients	3 April