Understanding Leads and Lead Tracking
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 periodsuch measuringas key"New milestonesLeads in theApril" sales process:or "Booked Leads last Week". The most important dates related to each lead are as follows
| New |
First contact with the business |
| Booked |
Date that lead booked in an appointment |
| 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 |