Leads

Every lead scored on intent: how they've engaged with your lead magnets, and whether they've replied.

Today: 3 high-intent leads to reach out to

Reach out today 3

Firm DHigh
Accountancy · 24 staff · Guildford
PriorityUsed calculatorReplied
Firm HHigh
Accountancy · 18 staff · Woking
PriorityUsed calculatorViewed report
Firm CHigh
Architects · 22 staff · Farnham
PriorityRepliedOwner-run

Warming up 2

Firm EMedium
Recruitment · 14 staff · Guildford
Downloaded report
Firm JMedium
Legal · 28 staff · Reading
Viewed reportOutside area

Low intent 2

Firm ALow
Engineering · 26 staff · Godalming
No engagement yet
Firm LLow
Sole trader · Guildford
Too smallNo engagement yet
Prep sheet

Firm D

High intent · reach out today · managing partner, Helen
HighIntent
2Ways they've engaged
IdealFit with your ideal customer
Owner-runTwo partners, both still in the business

Who they are

  • Accountancy practice, 24 staff, trading for 19 years.
  • Website talks about growth and a new tax advisory service.

What they've engaged with

  • Used the prospect calculator: average deal £6,000, target £250,000 new revenue.
  • Replied to the second email asking how the market count was done.

What to ask

  • Who wins new business today, and how much of it depends on the partners?
  • Where did the £250,000 target come from, and by when?
  • What happened with the last salesperson or agency you tried?

Watch out for

  • Two partners: check both are part of the decision.
  • Busy season starts in January; a plan that starts in March may suit them better.

Draft email

Edit and send
Subject Your £250,000 new business target

Hi Helen,

Thanks for trying the calculator. A £6,000 average deal and a £250,000 target works out at around 42 new clients.

You asked how the market count was done, so I've put that and where those 42 clients are most likely to come from on one page. Would 20 minutes next week be useful to talk it through?

[Your name]

Illustrative example · fictional firms · version 1: intent scoring, prep sheet and draft email