“Interested Services” refers to the potential services that a contact or client may consider taking in the future. These are services that they have shown interest in but have not yet made a final decision to move forward with. It could also include services they are currently exploring or undecided about.
Identifying and tracking Interested Services is crucial, as it helps your team better understand the contact’s goals and preferences during consultations. It also enables you to tailor your conversations and marketing efforts to suit their potential interests, increasing the chances of converting them into prospects or clients.
Additionally, this information can be used to create personalized marketing campaigns, targeting contacts based on what they are most likely to pursue in the near future.
Example:
Let’s say a student named Riya Sharma contacts your agency to inquire about studying abroad. During the conversation, she mentions that she’s interested in studying Business Management either in Australia or Canada, but she hasn't made a final decision yet. She's also unsure whether she wants to pursue a Bachelor’s or a Diploma program.
In this case, you would add the interested service for the Australia workflow and Canada Workflow for the Australian and Canada Partners for the Bachelor or Diploma of Business Management.
These entries reflect Riya’s potential direction and help your team prepare more relevant options and suggestions for her. The next time she is contacted, the counselor can directly share course brochures or university comparisons specific to Business Management in Australia and Canada.
Likewise, your marketing team can include her in campaigns promoting Business programs for upcoming intakes, ensuring the content aligns with her interests and increases the chance of converting her into a confirmed applicant.