How to manage leads for your nutrition business using Zoconut’s CRM

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It is a golden rule of marketing to never let a lead go away. If a potential customer has shown interest in your services, you can easily convert them into your clients with a little nudge. 

While a person can only have limited resources to persuade their leads, there is dedicated software that can help you stay on top of every growing lead and increase the conversion rate of your clients. 

What is a CRM system?

Customer Relationship Management (CRM) software is a handy tool that helps you nurture your relationship with your business leads and prospects. In today’s nutrition industry, CRM is an integral element that helps you capture, nurture and convert leads into clients.

A CRM software collates all the information of a lead, like their website, email id, phone number, and social media data, and provides you an insight on how to convert them as your clients. With the help of this aggregate lead information, CRM software helps you keep a track of their interest in the business.

Some of the latest CRM software that is available in the market also help you conduct lifecycle management for each lead. You can track the progress of each lead, as they transition from registration to conversion. They also provide smart follow-up sequences to nurture your leads and stay connected with them.

While Zoconut’s CRM system accounts for all these features, it also provides a convenient feature for task management. If you have a team of dietitians working to manage leads, you can assign specific leads to each dietitian to work more efficiently and cater to more leads in a short period.

Additionally, with the help of Zoconut’s advanced reporting features, like appointment reports and payment reports, you can keep track of your performance and modify your plans to make them more appealing.

Benefits of using CRM system for your nutrition business

  • As CRM systems help you stay connected with your actual clients and leads, it helps to foster a stronger and more rewarding business-customer relationship.
  • It helps you analyze the communication behavior of your clients and identifies the most effective medium to connect with them. This way, CRM can help you improve your communication with clients.
  • As CRM helps you track your lead’s interest in the business, it can also help you improve your marketing strategies and make profitable investments of your resources.
  • Working diligently to convert potential clients into customers can significantly help you increase your client base. You can efficiently process your leads and increase your practice’s conversion rate.

How to use the CRM system to manage your leads with Zoconut

CRM is popularly known as customer relationship management. It is a place where you can manage all your leads in the clinic.

Understanding the My Leads section

My leads

  • My leads are the potential customers that a dietitian can convert into active clients of the clinic. 
  • My leads are clients who are not yet registered in the clinic. 

How to add new leads?

In this section, we will guide you through the process of adding new leads to your clinic manually. 

  • Go to the CRM section of the dashboard.
  • You will find the ‘add new’ lead menu on the screen. Click on the add new lead. 
  • A new dashboard will appear on the screen for adding leads. 
  • Fill up the essential details about your leads. 
  • Name of the lead 
  • Phone number of the lead
  • Select the gender of the lead 
  • Mention the email of the lead 
  • Select the country, state, and city of your lead. 
  • Choose the source of the country. 
  • Mention anything significant in the note if needed. 
  • Save the lead
  • Notes are not mandatory
  • you can find your new leads in the My lead section

How to filter your leads?

In this section, we will guide you through the process of filtering your leads adequately. 

  • Go to the CRM section of the dashboard.
  • The Filter section is available on the CRM dashboard.
  • Filter out the dietitians for filtering the leads. 
  • Select the start date and end date for custom time duration. 
  • Select the last status of the lead or dieter.
  • Filter out the country of the leads. 
  • Filter the state and city of the lead.
  • Click on the filter Data for specific leads. 

How to manage your leads?

In this process, we will explain to you the process of managing your leads. 

  • Go to the CRM section of the dashboard.
  • Go to the action filter in my leads section. 
  • Filter out the action bar for the specific leads.
  • Select the schedule follow-up option in the action filter. 
  • Select the date for followup 
  • Select the time for the follow-up. 
  • Mention something on the note if needed. 
  • Book the follow-up for leads. 
  • Select the scheduled appointment from the action filter. 
  • Select the date for booking an appointment
  • Select the timing of the appointment in available slots. 
  • Mention something on the note if needed. 
  • Book the follow-up for leads.
  • Filter out different types of action filters for following up on the lead. 
  • Not reachable
  • Schedule the follow-ups when lead/clients are not reachable.
  • Disconnected
  • Schedule the follow-ups when lead/clients are disconnected.
  • Will confirm
  • Schedule the follow-ups when lead/clients will confirm later.
  • Wrong number
  • Schedule the follow-ups when lead/clients are not reachable.
  • Will call later
  • Schedule the follow-ups when the lead/client has told to contact back again. 
  • Select the cancel option from the action filter. 
  • Confirm yes to send your lead to the cancelled lead. 

Understanding the Register leads section

Register leads are the potential customers that can be active users of the services and they are converted from my leads to register leads.

They are the clients who are new to the clinic and haven’t access to any of the packages. 

How to manage your registered leads?

In this section, we will acknowledge the process of managing registered leads.

  • Go to the CRM section of the dashboard.
  • Go to the register leads
  • Select the action filter in my leads section. 
  • Filter out the action bar for the specific leads
  • Select the schedule follow-up option in the action filter. 
  • Select the date for followup 
  • Select the time for the follow-up. 
  • Mention something on the note if needed. 
  • Book the follow up for leads.
  • Select the schedule appointment from the action filter. 
  • Select the date for booking an appointment
  • Select the timing of the appointment in available slots. 
  • Mention something on the note if needed. 
  • Book the follow up for leads
  • Filter out different types of action filters for following up on the lead. 
  • Not reachable
  • Schedule the follow-ups when lead/clients are not reachable.
  • Disconnected
  • Schedule the follow-ups when lead/clients are disconnected.
  • will confirm
  • Schedule the follow-ups when lead/clients will confirm later.
  • wrong number
  • Schedule the follow-ups when lead/clients are not reachable.
  • will call later
  • Schedule the follow-ups when the lead/clients have told to contact back again. 
  • Select the cancel option from the action filter. 
  • Confirm yes to send your lead to the cancelled lead. 

Managing Follow-ups

Whenever you schedule a follow-up with either your leads (Both Unregistered & Registered leads) or your clients (Completed), the follow-up will show up under the Follow-up section.  

All Follow-ups

  • You will see a list of every scheduled follow-up (either pending or completed) in this section.

Today’s Follow-ups 

  • You will see the list of follow-ups scheduled for today’s date in the section.

Understanding Follow-up Actions

This section will guide you through the different available follow-up actions you can select based on your follow-up response with the lead/client. 

  • Not Reachable 
  • Select this action when the lead/client is not reachable for communication.
  • Disconnected
  • Select this action when the lead/client has disconnected your call.
  • Wrong Number 
  • Select this action when the lead/client has provided the wrong number. 
  • Call back later
  • Select this action when the lead/client has told you to contact them again. 
  • Will confirm
  • Select this action when the lead/client is yet to confirm the package. 

Understanding the Converted section

In this section, we will give you an overview of converted leads. 

  • Whenever a lead has purchased a plan, it will show up in the converted section.
  • You will get a history of follow-ups under the follow-up section of the converted leads. 

Understanding the Completed section

Complete leads are the clients whose packages are completed 

  • You will get a history of follow-ups under the follow-up section of the completed leads.

Understanding Follow-up Actions

In this section, we will guide you through the different available follow-up actions you can select based on your follow-up response with the lead/client.

  • Go to the CRM section of the dashboard.
  • Go to the complete  leads.
  • Select the action filter in my leads section. 
  • Filter out the action bar for the specific leads. 
  • Select the schedule follow-up option in the action filter. 
  • Select the date for followup 
  • Select the time for the follow-up. 
  • Mention something on the note if needed. 
  • Book the follow-up for leads. 
  • Select the scheduled appointment from the action filter. 
  • Select the date for booking an appointment
  • Select the timing of the appointment in available slots. 
  • Mention something on the note if needed. 
  • Book the follow-up for leads.
  • Filter out different types of action filters for following up on the lead. 
  • Not reachable
  • Schedule the follow-ups when lead/clients are not reachable.
  • Disconnected
  • Schedule the follow-ups when lead/clients are disconnected.
  • Will confirm
  • Schedule the follow-ups when lead/clients will confirm later.
  • Wrong number
  • Schedule the follow-ups when lead/clients are not reachable.
  • Will call later
  • Schedule the follow-ups when the lead/clients have told to contact back again.
  • Select the cancel option from the action filter. 
  • Confirm yes to send your lead to the cancelled lead. 

Understanding Cancelled section 

In this section, we will guide you through the ‘Cancelled’ Section of the CRM and how to manage lost leads/clients.

  • The Cancelled section gives you the list of all leads/clients who have lost interest in your business, and you have updated their status to cancel by selecting the corresponding action to ‘Cancel.
  • If a cancelled lead/client shows interest in the future, click on the corresponding ‘Shows Interest’ button to automatically move them to the ‘My Leads’ section.

A Customer Relationship Management tool helps you keep a detailed record of your existing clients and leads so that you can increase your customer base. It facilitates you in tracking their interest and helps you make each interaction with your target audience effectively.

Carrying this ideology, Zoconut has structured a streamlined process for you to conduct your CRM tasks so that you can make wise marketing decisions and never miss out on converting your leads. 

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