Improved Chime Team Lead Process!
SRG will warm up the leads before
Lead Routing them to agents so they are
HOT & ready for action!!!
- Pre-Vetting of Leads
- AI for continued engagement
- SRG initiated follow up until they are "HOT"
- New Lead Routing- by county via Blast alert
- New Lead Ponds- by state
- New Auto Smart Plans
- New Auto Triage
- 60/40 Split on SRG/Chime Team Leads
We are investing time & money to improve the quality of the leads we are routing to agents.
Hot leads will be put into Lead routing by county. All agents will be notified & whoever claims it first will get it. You can claim routed leads on the phone app.
Any lead not claimed within 15 minutes will be put into the appropriate Lead Pond by state, where it will stay until someone claims it. You can only access the Lead Ponds from a desktop.
We have added AI to engage & triage the leads, then Cathy Leibensperger will be vetting the leads before they are routed to agents. We purchased pre-made Smart Plans triggered by Pipeline Stage for continued engagement, & triage Smart Plans to move leads based on their interactions with the website.
There is a 60/40 split for any SRG/Chime Team Lead you close.
Chime Team Lead Process Info here.