SOP: How to follow-up leads from Admin Panel.

🎯 Objective:

To ensure every unconverted lead (user who initiated the flow but didn’t complete checkout) is followed up systematically and given the opportunity to convert.

👤 Responsible Team:

Sales / Tele-calling Team

✅ Tools Required:

Cashkr Admin Panel
Calling device (phone or CRM dialer)
Calling Script

🪜 Step-by-Step Process:

🔍 Step 1: Go to “All Leads”

Login to the Cashkr Admin Panel
Navigate to: Leads → All Leads
These are users who didn’t complete the checkout

☎️ Step 2: Filter Leads Based on Action Needed

Use the following views:
- Not Called: No follow-up action has been taken
- Callbacks: Customer asked for a call later
- High Ends: High-value devices with top commissions (prioritize)

📝 Step 3: Start Calling With Script

Call each lead using a defined follow-up script (ask if you need help drafting one)
Key things to identify on the call:
- Did the customer face a technical issue?
- Was there any price or trust concern?
- Are they looking to sell later?

✅ Update disposition after each call.

🔁 Step 4: Disposition and Tag the Lead

After the call, tag lead as:
- Converted (if customer agrees to book)
- Callback (if they need a call later)
- Not Interested
- Invalid Number

Use the lead tagging or update log if available inside Admin Panel or shared follow-up sheet.

📆 Step 5: Re-attempt

If no contact is established after 3 attempts:
- Mark the lead as unreachable or escalate if it’s a high-end model

🔁 Frequency:

New leads should be called within 2 hours
Unanswered or callback leads should be re-attempted twice within 24 hours

🧠 Notes:

Prioritize High-End leads as they carry higher commissions
Use voice + WhatsApp (if policy allows) for better conversion
Collect common objections to help improve marketing/sales approach