Contact ratings are a valuable tool for prioritizing leads and ensuring timely follow-ups. By assigning ratings, you can focus on high-priority contacts who need immediate attention for conversion.
You can view these ratings just below the client’s name in their profile and easily update them by clicking on the icons. Additionally, Agentcis allows you to apply filters based on ratings, helping you generate a list of contacts with specific ratings for efficient follow-ups and better lead management.
A HOT rating indicates that a Lead, Prospect, or Client is highly interested and likely to move forward with your services soon. This rating helps prioritize follow-ups and ensures timely engagement to maximize conversion opportunities.
For Leads: A HOT Lead has shown strong interest by filling out a lead form, responding positively to follow-ups, or requesting detailed information. They are more likely to convert within 1 to 4 weeks, making immediate engagement crucial.
For Prospects: A HOT Prospect is a contact who has provided all necessary details, shown serious intent, and is in the decision-making phase. Since they are close to choosing your service, consistent follow-ups and personalized guidance can help finalize the conversion.
For Clients: A HOT Client is already using your services and may be interested in additional offerings, such as visa assistance after university admission. Keeping track of their application progress and suggesting relevant services can improve retention and client satisfaction.
By utilizing HOT ratings, businesses can effectively manage their pipeline, focus on high-potential contacts, and increase conversion rates.
A WARM rating indicates that a Lead, Prospect, or Client has shown interest but may need more time before making a final decision. They are partially qualified and require consistent follow-ups to nurture their interest. The estimated conversion time frame for WARM contacts is typically 1 to 3 months.
For Leads: A WARM Lead has engaged with your business but hasn’t shown immediate urgency. They may have inquired about services but need more time to research options or arrange finances. Regular communication and providing relevant information can help move them toward conversion.
For Prospects: A WARM Prospect has shared their details and expressed interest but isn’t ready to start an application yet. They might be comparing options or waiting for the right opportunity. Keeping them engaged with updates, testimonials, and service reminders can encourage a quicker decision.
For Clients: A WARM Client may be interested in additional services in the future but isn’t actively pursuing them yet. For example, a student who has applied for admission might consider visa assistance later. Maintaining a good relationship and offering timely service recommendations can help convert them into repeat clients.
By properly managing WARM-rated contacts, businesses can nurture potential clients, maintain engagement, and increase long-term conversion rates.
2. A COLD rating is assigned to Leads, Prospects, or Clients who have shown minimal interest or are not yet ready to proceed with your services. While they may consider your services in the future, they require long-term nurturing. The estimated conversion time frame for COLD contacts is typically 3 to 6 months.For Leads: A COLD Lead has interacted with your business but hasn’t engaged actively. They may have filled out a lead form but haven’t responded to follow-ups. Regular but non-intrusive communication, such as newsletters and industry updates, can help keep them engaged.
For Prospects: A COLD Prospect has provided their details but isn’t ready to proceed. They might be undecided, exploring other options, or waiting for the right time. Keeping them in the loop with relevant updates and occasional check-ins can gradually warm them up.
For Clients: A COLD Client has used your services in the past but isn’t currently active or looking for additional services. Keeping them engaged through follow-up emails, special offers, or relevant service suggestions can increase the chances of re-engagement in the future.
By properly managing COLD-rated contacts, businesses can maintain relationships, nurture leads over time, and increase the chances of future conversions.
A LOST rating is assigned to Leads, Prospects, or Clients who are no longer interested in your services or have decided not to proceed. While they may not convert now, keeping a record of their interactions can be useful for future opportunities.
For Leads: A LOST Lead has either explicitly stated they are not interested or has remained unresponsive despite multiple follow-ups. They might have chosen a competitor or changed their plans. While active follow-ups stop, keeping them in the system allows for potential re-engagement later.
For Prospects: A LOST Prospect initially showed interest but has now decided not to proceed. They may have chosen a different service provider, postponed their plans indefinitely, or become unresponsive. Moving them to the LOST category prevents unnecessary follow-ups while keeping their record for future reference.
For Clients: A LOST Client is someone who previously used your services but has either completed their journey elsewhere or no longer requires your assistance. While they won’t be actively pursued, maintaining a record allows for potential reconnection if their needs change.
By categorizing contacts as LOST, businesses can focus on more promising leads while keeping historical data for any future engagement.
All ratings and changes in the rating will be recorded in the Activities section in the contact’s profile. The ratings are also shown in Contact List and Contact Reports, from where you can perform further actions.