Day 26- Paige's Lead Gen Diary

paige's lead gen diary Feb 15, 2019

Due to only being able to upload one of my blogs yesterday, it meant that this morning I needed to focus on getting them all uploaded after I had been through my various email accounts to deal with enquiries that I had.

Once I had began uploading them it became more simple and I was able to upload them all. 

To upload my blogs we use a software called 'Kajabi' which is how we access the backend of our website.

I will need to go through them all and proof-read them once more before the website goes live to ensure my grammar and wording is correct.

After I had completed this task, I followed up one of our suppliers to see whether he still held the format for our Lead Gen Academy info pack, which would mean we could keep the format the same and we can just edit the text. 

He got back to me to say that he does still have it and would be able to do this for us in preparation for our ‘Lead Gen Summit’.

I processed all the billing receipts using Xero that we had for...

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Day 25- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today has been a very successful day for both Me and Richard.

Richard had many one-to-ones and closed all deals with each clients that were happy to join on board The Lead Gen Academy after attending our workshop last Thursday which was excellent!

It was my role today to chase those that were yet to pay off their invoices that had received our services this month! 

For those that were using our services for the first time this month were not set up on Xero which meant that I had to create their accounts to then send them over their invoices.

We also had many enquiries that I had to resolve for example, we had a couple of customers who have had their boilers fixed but required Alan to go back as they had to discover other problems! 

One customer presumed that our engineer would return for no cost, this mean that I had to explain that if it was the same recurring issue then it is classed as a ‘recall’ in which we do not charge for as it would mean that Alan would...

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Day 24- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

This morning I began my morning going through emails and answering enquiries from both emails.

I have also had an email set up for being able to access Richards diary which will allow me to add in One-to-One bookings and see his availability.

Me and Richard had a catch up this morning as I had not seen him since Thursday due to him being in London.

We began briefly reviewing our feedback that we had received back in order to outline some changes that could be implemented for the next upcoming events.

We have planned to sit down and discuss it in further detail as soon as we have received feedback from all attendees.

I have now got all feedback from the members that attended meaning I am just waiting on the majority of guests.

It is crucial that they respond and get booked in for a one-to-one appointment with Richard in order to discuss their personal business and what we could do to assist them in growing their business.

Today I have been able to book in a few one-to-ones and our...

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Day 22- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today I will be focusing on receiving feedback from all the attendees from our Workshop yesterday.

Gaining feedback is crucial as there is always improvements to be made in order to improve our events for our attendees.

I made calls out to every attendee but i feel as though I haven't received as much feedback as I hoped to.

This is due to people being busy within their business which means i will then follow the calls up on Monday in order to ensure were gaining everyone's feedback as well as a net promoter score.

I have also dealt with multiple boiler service enquiries today.

I feel as though it is important that me and Richard sit down and review all the feedback to know what we can implement to make it more beneficial and worthwhile for all attendees, especially as for them to attend, it consists of them having to cross a whole day out of their diary.

Today It was interesting to see how people felt about the event as the content that was presented was very complex!.

I will be...

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Day 21- Paige's Lead Gen Diary

paige's lead gen diary Feb 14, 2019

Today is the day of our event meaning I will not have loads to write about as I will be checking attendees in and listening to all the content that is being presented. 

I got to work and set up my laptop as well as ensured that there were enough booklets placed out and enough seats.

I got some spare chairs and placed them next to me as well as having a spare stack of work booklets on my desk for those who may come without confirming as well as the late comers.

Jake who is our ninja that also runs The Lead Gen Academy with Richard was able to link Active Campaign to Eventbrite using a software called Zapier. Which meant that when I signed guests in on the Eventbrite app it notifies active campaign and adds a tag to their profile to say that they attended February's event. This was also part of his ninja funnel demo and presented his automations that he had created.

This helps us to know which guests attended due to them only being allowed to attend one event as well as having a...

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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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