Agenda Items:

1.  New Lead Capture Processing
2.  Setting Up For Trial Leads
3.  Payment Allocation Update
4.  What’s Next / Phil’s Rant / Thanks

1.  New Lead Capture Processing – Phil showed a flowchart he created that represents how leads are processed after capture – for both niche as well as client leads.

To configure the system for trial leads, four areas must be addressed: Niche Profile, Client Profile, Blog Profile and Lead Rules Profile.

Briefly showed screenshots of the four profile screens.

Lead blog niche settings: remember, you can select a client or a niche, but not both.

Showed Lead Rules Manager screens and described how to set them and how they work.  Also went over the Details screen where specific zip codes can be entered and leads auto-delivered to the client or clients within those parameters.

New feature: Members can now add multiple email addresses into the Client Details section for each client.  So, multiple employees/designates for a client may now receive lead
notifications.

2. Setting Up For Trial Leads – Phil showed how to setup the ALG system to auto-distribute trial leads.  He showed the Client Status screen and explained the various settings.

He emphasized the differences between the pre-qualify and the pre-approve settings.  Essentially, the difference is that pre-approved leads get delivered to clients, while pre-qualified leads are moved into the next stage of the capture/conversion process.

3. Payment Allocation Update – Reviewed the reworked Payments Manager functions. This function only works with pre-paid clients.  It now works with partial and carry-over balances, allowing for smoother, more continuous lead delivery.

So, if a client has an existing balance of $10 and the cost per lead is $30, the lead will not be delivered until another $20 dollars is added to the account.

The client will be notified that there is a lead AND that their account balance needs to be “topped-off” in order to retrieve the lead.  Also, any incoming funding is automatically added to and updated to the existing balance.

4. What’s Next / Phil’s Rant / Thanks – Members are asked to input enough clients into the system so that the ID Client Count and sample leads emailing functions will work.

Also, write up five client trial lead email messages, in sequence.  {FIRST_NAME} and Phil will work on this with various copywriting resources they have.

Continue to identify affiliate opportunties that correlate to the niche. And also work on creating content for the niche blog that can be compiled on the fly from the blog into a PDF for the lead.

Agenda Items:

1.  New Lead Capture Processing
2.  Exclusive vs Shared Leads
3.  Thank You Page Update
4.  What’s Next / Phil’s Rant / Thanks

1.  New Lead Capture Processing – Phil showed a flowchart he created that represents how leads are processed after capture – for both niche as well as client leads.

Lead blog niche settings: remember, you can select a client or a niche, but not both.

Outlined the key settings within the “Niche Details” menu screen – auto-distribution, delay days and max # of clients.

Showed “Lead Rules Manager” screens and described how to set them and how they work.  Also went over the “details” screen where specific zip codes can be entered and leads auto-delivered to the client or clients within those parameters.

Reviewed a sample client invoice that reflects the various settings previously covered and provides ALG members with validation of processes as well as a reference or record.

Member Notices – the following four (4) notices are built-in to the system and are automatically sent to ALG members when triggered:

A. New trial lead delivery + list of all clients delivered to

B. New niche lead + list of all clients delivered to

C. Niche lead not distributed

D. New client leads

2. Exclusive vs Shared Leads – This functionality is set in the specific Lead Page screen and in conjunction with Lead Rules.

Essentially, if it is set to a client, the lead is exclusive.  If it is set to a niche, the lead can be shared. Again, only client or niche can be selected, not both.

3. Thank You Page Update – Things still being worked on and improved: ID Client Count, sample leads emailing and ads rotation.

4. What’s Next / Phil’s Rant / Thanks – Members are asked to input enough clients into the system so that the ID Client Count and sample leads emailing functions will work.  Also, write up five client trial lead email messages, in sequence.  Continue to identify affiliate opportunties that correlate to the niche. And also work on creating content for the niche blog that can be compiled on the fly from the blog into a PDF for the lead.

Agenda Items:

1.  ALG Plugins Overview
2.  Plugins Installation / Updating
3.  Plugin Configuration
4.  ALG Lead Generation Blog Update
5.  What’s Next / Phil’s Rant

Phil was not feeling well, so it was a quick run through of the 10 Sep meeting.

The agenda is as above.  For more details, see the minutes from that meeting.

Agenda Items:

1.  Contacting Clients – Letters & Emails
2.  What’s Next / Phil’s Rant / Thanks

1. Contacting Clients – Letters & Emails –

Phil demo’d how to generate client letters through ALG.  In a few quick steps, here’s how to do it:

A. Log in to ALG
B. Click on Clients list
C. Select desired letter from list
D. Download the letter
E. Select clients to mail
F. Download that specific data file
G. Use MailMerge feature in Word to combine & print the letter and data file
H. Unblock the data file if necessary

He took us through the things we should do and see via screen shot. Including the possible security error we might get when trying to access the data file for merging within Word.

He showed us what to do to unblock the data file and then what a merged letter would look like that is ready for printing and sending.

An excellent way (with improvements to come) to use our existing technology to merge different documents for our business.

And using both a conventional piece of mail in conjunction with the intro email is an excellent two-prong approach.

2.  What’s Next / Phil’s Rant –

Basic steps for trial leads:

1. Create Niche for Trial Leads
2. Assign desired clients – can use Lead Rules
3. Enter the number of Trial Leads
4. Create Trial Lead message

Showed the various screens we’ll see as we set this up.

Also showed new option for pay type in Client Status screen – “Trial”.  The Trial Leads setting controls how the system works and allows for sequential delivery of leads.

It also automatically activates their new account, notifies the ALG member and continues their trial lead delivery.  The system can be set to notify the ALG member again at the last trial lead message, too.

And, of course, if the potential client doesn’t click the link in the email, no additional email messages are sent.