Day 20- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today I will be calling the people that I was unable to get hold of yesterday, I will also be aiming to set off my first campaign on behalf of one of our clients that is holding an event, meaning it is my role to set up a Mailchimp account to be able to export all his contacts who he is willing to invite, which will then allow me to create a campaign to be sent out to all of them.

This is something I have never done before and I will be focusing on it later this afternoon.

My main focus for today is to finish up confirming guests, we were 2 guests off of being fully booked!!! I felt as though this is a massive achievement for us as we will then be able to book in more one-to-ones after the event to then hopefully convert them into becoming a member of the academy!

I have spent most of my day making phone calls as well as a couple of Boiler calls which is great because I have most of the attendees confirmed apart from 3.

I have began creating the campaign and designing the email that...

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Day 19- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today I have returned from my holiday, I will be mainly focusing on The Lead Gen Academy this week due to having our event this week, meaning I will completing the same task up until Thursday which is the day of our workshop.

I had already started to get in contact with members to confirm that they were attending.

We have had a great response so far for this particular workshop, having more attendees then the last time which is great!

I will also be asking members and guests that I contact this week what they are hoping to get out of the workshop.

This will then help us for when I contact everyone on Friday to get feedback on what they thought of the event, what we can improve and whether there aims were achieved. 

We will also be getting a Net Promoter Score from each individual which we will be focusing on making it higher from each event in order to make progress and implement improvements that may be suggested.

We have been having more guests attending purchase a ticket...

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Day 18- Paige's Lead Gen Diary

Uncategorized Feb 14, 2019

Today I have came in and responded to all emails and enquiries on both my lead gen email account and the Boiler account.

I then done some preparation to plan out what tasks I need to complete and prioritised these.

I had a catch up with Richard on the phone as he was not in the office until midday on the tasks that I need to complete

I had to send out a quote to a customer explaining further the problem that they were facing and the materials that are required to fix it the pricing of the labour and materials.

I then checked all the enquiries we had for Boiler Servicing to ensure all the ones I had dealt with had been moved to the assigned folder, which allows Richard to know that I have dealt with it so he will not need to.

I got in contact with Jordan Bucknell who will be one of our min speakers at our upcoming event, to see whether there is any content that he has to put into the workbooks that get created for the attendees use.

It is a good job I got in contact with him as he...

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Day 17- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today I have various little tasks to complete for both the lead gen academy and Boiler Servicing 24-7.

We have had many boiler servicing customers who have required to have another copy of their invoices and service certificates send back over, which meant I had to look through the system to find it to be able to send it over.

I have also downloaded a software called ‘drop box’. There was loads of copies of receipts that I had to copy the data from and put it onto a spreadsheet such as, what the money was spent on and the total that was spent.

I have been in contact with one of our clients today who I have created an event page for so to discuss the amendments that he would like me to make.

I have been confirming more attendees for our Lead Gen Academy that will be taking place on the 7th of February as well as sending over further details for those that are interested.

I have had a very productive morning and early afternoon but i then had to phone the apple store due...

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Day 16- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

This morning I have completed the invoices that I was given last week.

I mainly went through them to ensure they are all on the system as a contact, which helps us for next year when they are due a service. 

I have also finished an event that I created on Friday for one of our members who are holding their own event.

I have also completed my daily administrative tasks, such as made calls for the boiler business in order to process more bookings and dealt with emergency appointments.

Last week I wrote a list of all the clients who have had work done but invoices hadn't been created or paid due to being booked in using the ‘Alternative booking’. This means it gets put straight into the diary but the payment does not get processed until the invoice is created and sent over.

Due to Richard not receiving any assistance previously in keeping track of invoices and clients who had not paid for their services.

It is crucial that I do not miss any out and get on top of it....

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Day 15- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today I will be continuing to put my learning into practice as I am carrying on focusing on creating invoices and getting them sent over.

Richard gave me two different lists of all the jobs that were carried out in December and January.

I had completed all invoices for December yesterday but the process did not take as long as many of Decembers had been created and sent over, which also meant that they had already got an account on ‘Xero’.

I sent out all invoices from this month as well as created all their accounts on ‘Xero’ which meant that most of them were new customers.

There was also other documents that many customers required that they had missed place such as their service report and certificate, meaning it was my role to locate them and re-send them over.

I had generally daily duties to complete and various enquiries to deal with such as emergency appointments which needed to be finished by taking their card details against their booking.


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Day 14- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today I am quite excited to learn new things such as how to create invoices and go onto the back of our Boiler Service website to be able to assist me when going through the invoices.

I will be going through the list of all appointments that we had in December as well as this month to see if any of our customers are missing invoices.

This is an important job and is crucial that it gets complete as all customers require invoices for the services that we have charged them for.

Due to it being hard to be kept up to data prior to me joining, there are many customers that have had work done but have not received any invoices over the past couple of months which also meant that many of them were not registered on the software ‘Xero’ which is where all invoices are kept.

It is my job today to send out all invoices and create accounts for those without them. I will also be seeing whether their details are within our contact system which will help us in the future to be able to...

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Day 13- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today I will be doing various small tasks that need to be completed on a daily basis, such as Boiler Servicing Calls as well as Lead Gen calls. There has also been a couple of enquiries of emergency appointments that I will be arranging first thing.

I have been restricted today in the tasks that I need to complete due to my laptop being wiped and reset, which meant I have had to gain access to all the different software's that I need to use for daily tasks as well as our CRM, meaning I began the morning with a very slow start.

In order to get our emergency appointments in the diary, it meant that I had to get in contact with our engineer Alan to know when would be best to fit them within the diary.

I also set up all resources that I am going to need to assist me in completing my course work for my apprenticeship in preparation of my Assessor visiting me tomorrow.

I will also being completing filler tasks such as uploading the remaining business cards to expand our CRM.

Today I have...

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Day 12- Paige's Lead Gen Diary

Uncategorized Feb 14, 2019

This morning I have focused on responding to emails for The Lead Gen Academy and Boiler Servicing 24-7 as well as dealing with enquiries that are sent through from our call centre. 

I have many smaller tasks to complete this morning such as re-arranging one-to-ones and updating the certificate spreadsheet and making phone calls for the boiler servicing reminders for those who are due a service or Gas Safety Inspection.

I am continuing to invite guests that Richard has seen for one-to-ones to our next event with a complimentary seat, meaning I have been in getting in contact with them via phone and email as well as adding them to Eventbrite so they receive an email which will include all details.

I will be starting to learn how to do follow ups from meetings that Richard has had. Richard as included me within the proposals that he has sent out for the recent one-to-ones to get people to join the academy or WP Aid.

Using this as a guideline will help me progress for the future...

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Day 11- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today I am going to be picking up from where I left up off on Friday, responding to all emails that have been received from over the weekend as well as catching up on all the boiler reminders. 

Due to catching up with most of the reminders, it means that it is giving me less customers to get in contact with as we have dealt with most of them, meaning I am relying on trying to gain new customers as well as the reminder emails that come through on the day.

This Morning we done an activity of all the different tasks that are yet to be completed.

I wrote a list done on a piece of paper in order to get my brain thinking of everything I need to complete and that is outstanding. 

I then got another piece of paper and drew a chart which had the importance of the task as well as the urgency of when it needs to be done. This helped me to see which tasks classify as ‘A tasks’ which will be the most important and the tasks with the most urgency.

For example, Boiler...

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