Ensuring Accurate Billing for Qualified Meetings and Lead Tracking

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Hey guys I have a prospect with whom I’m getting paid for qualified meetings, but my role is focused on one-to-many outreach, while you handle the one-to-one prospecting. How do we make sure that unqualified leads or no-shows are tracked and excluded from billing? Is there a process in place to capture these so we keep things accurate and fair?

4 comments

· Sorted by Oldest

Hatim M.
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I mean you can do it in a CRM where the no shows/unqualified leads status is updated in the pipeline post meeting via a form and then that gets updated either in the CRM or a Sheet according to your convenience
Harshil B.
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Umm the company is huge so interegrating my crm with their will be a nightmare
Hatim M.
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Just connect one automation from your CRM/Database to their for lead status update using the unique identifier of the contact like an email.
Harshil B.
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I will just ask them to send me a list of leads who were qualified
1

Hatim M.
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I mean you can do it in a CRM where the no shows/unqualified leads status is updated in the pipeline post meeting via a form and then that gets updated either in the CRM or a Sheet according to your convenience
Harshil B.
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·
Umm the company is huge so interegrating my crm with their will be a nightmare
Hatim M.
·
·
Just connect one automation from your CRM/Database to their for lead status update using the unique identifier of the contact like an email.
Harshil B.
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·
I will just ask them to send me a list of leads who were qualified
1