Stages - terms:
Lead stages refer to the different phases a potential customer (lead) goes through during the process of becoming a paying customer. These stages help sales and marketing teams understand where leads are in the buying process and what steps are needed to nurture them to the next stage.
Lead: A lead that has engaged with your marketing efforts (e.g., signing up for a newsletter, downloading an eBook) and meets your company's criteria for further engagement. They are more likely to become a customer compared to other leads.
Booked Intro Offer: A lead that has booked your welcome offer and taken. They are now in the sales process. This stage indicates a potential deal is being actively pursued by your team.
Member (closed won): The lead has completed the buying process and converted into a paying customer.
Lead Source - terms:
Direct_traffic: Client who visits your website by directly entering its URL into their browser or using a bookmark
Manual: Client was manually added by the business
Facebook: Client who expresses interest with your business through interactions on the Facebook platform
Organic search: Client who discovers your business through search engine results
Walk-in: Potential client who approaches a business or organization in person without a prior appointment or scheduled meeting
Referral: Client was referred by another client that has previously visited your business
Chat bot: Client interacted with the chat bot on your homepage