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How to filter your leads

July 18, 2022

Are you tired of prospective clients who seem to be interested in your product but can’t seem to take it to the next level? Do you continue to expend all of your energy chasing a finish line that never appears? It’s definitely demoralizing to invest all of your time and effort only to have nothing to show for it a few months later.

When it comes to B2B sales and marketing, this is a more common issue. Filtering your leads is the way to go when you’re seeking to offer your services or goods to another business rather than an individual. It is important to walk your leads through a process so that you can qualify the ones that are likely to make a conversion; and filter out the ones that are unlikely to be of value.

Here are a few tips to help you filter your leads so that you can invest your time, effort, and energy on the most important leads.

#1 Add a funnel filter to the submission form

The first step in generating leads for any purpose is to add a funnel filter to the submission form where users fill out their information so that you can qualify your leads before they enter the system. This funnel filter may involve the things that are important to your specific type of business such as:

  • person’s position in a company
  • size of the industry 
  • size of revenues
  • number of employees in the company

These factors will determine whether or not these individuals have the resources or potential to purchase your services or products. 

#2 Filter them according to their engagement

The most appealing aspect of the digital world is that everything your prospective client does can be tracked. If you are getting a list of leads from Sendvilla, you may filter them by sending an introductory email blast and giving attention to the people who opened your emails or call to action buttons. This will determine which prospects are likely to be fruitful and which aren’t. 

#3 Their problems

The important thing here is to determine how urgent their concerns or issues are. What issue do you think you can help them with? How ready are they to have this problem fixed for them?  Evaluate which prospects are most likely to address their problem by purchasing your services or products. Filter out individuals who are unlikely to make a decision during that time frame because their needs aren’t that pressing. 

#4 Identify the decision makers or those with purchasing authority

You want to interact with the decision-maker who have the authority to make the final purchase whenever you’re running a targeted campaign. Don’t waste your time talking to those who are incapable of making a difference no matter how hard you persuade them. 

#5 Be sure about the product fit

Be certain that your company or products can address any problems your prospective clients are experiencing. Imagine putting a ton of effort into marketing a product to an individual or a company, only to discover later that your product was never a good fit for them to begin with. Qualify only those prospects with whom you are confident that your product can truly benefit.

We hope these tips will help you increase your rate of conversion! 

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