Lead Automation & Import
planned
Coco Pahl
Problem:
Outfitters often rely on manual processes and disconnected spreadsheets to manage incoming leads from their websites or paid advertisements. These methods lack integration with client history, booking details, and communication tracking, making it difficult to efficiently follow up, convert, and manage leads over time.
While the initial phase of our CRM's Lead Management feature enables Outfitters to view leads from tools like HubSpot Forms in one place, it still requires manual work to manage and act on those leads. There is no system in place to automate the ingestion, de-duplication, categorization, and enrichment of incoming leads—particularly those originating from ad campaigns or embedded forms.
This lack of automation leads to missed opportunities, redundant data entry, and slower response times—all of which can negatively impact conversions and the outfitter's overall experience using Mallard Bay’s tools.
Solution:
This project will build upon the existing Lead Management foundation to fully automate the capture, categorization, and enrichment of leads pulled from integrated HubSpot forms, paid ad campaigns, and quote request forms.
Coco Pahl
planned
Coco Pahl
We are currently adding support for Outfitters to create a lead and run them through their sales process. Later we will look to prioritize importing leads from the ad list, form entries, and even request a quote.
Coco Pahl
Support the ability for Outfitter's to upload a photo of the guests and add notes. This will help them identify each guests names, next time they re-book.
L
Logan Meaux
This should extend to all customers for rebooking season
Coco Pahl
under review
Coco Pahl
Merged in a post:
CRM integration within MB
MegaFlight Outdoors
The ability to Track and Keep a detailed list of prospective clients, Hot/ Cold Leads, follow up reminders or automated follow up emails.
Coco Pahl
Merged in a post:
Automated Leads Lists
Coco Pahl
When we run an ad, we would like to automatically generate and publish the available leads to our partnered outfitters.
It would be great if we could instead push these leads into a repot that is either emailed to the outfitter or published in the admin.
To take this a step further, we could also explore allowing the outfitter to select a status for each lead ie (new, won, lost, contacted, etc).
MegaFlight Outdoors
This would be huge for not only MB but also the outfitters, definitely want to see this come to fruition.