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SMR Lead Retriever Tour (Cont.)
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The first time you run the SMR Lead Retriever software, you'll be taken directly to the "Create New Show" screen. The Lead Retriever creates a separate database for every event you go to, so your leads don't all get thrown together. You can delete a show when you are done with it, or keep it, and revisit it whenever you like. Creating a show can be as simple as making up a name for the event, but we know you'll get the most out of every show using the special "Actions lists" feature.

The Lead Retriever allows you to create and use up to 3 different "Actions" lists for every event. "Actions" do more than just qualify attendees. They help you actively sort and manage the leads you gather.

Example: You are getting ready to exhibit at "My Big Show" next week, and you are getting your SMR Lead Retriever ready to go. As you set up the show, you create 3 "Actions" lists. These lists can contain any information you want, with up to 10 choices in each list. You decide to make:

  • Follow Up: This drop down list will help you determine what to do with each lead you gather. The list you created includes these entries - "Send Catalog," "Send Sample," "Call immediately," and "Add to mailing list."

  • Salespeople: You have 3 people working the booth, and each person wants a list of everybody they talked to after the show. You made a list including these entries - "Sam Smith," "Jeff Jones," and "Deborah Wiser."

  • Annual Revenue: Your company likes to qualify clients by the total sales figure they anticipate buying from you. Your list includes these entries - "$0 - $1000," $1001 - $5,000," "$5,001 - $10,000," etc.

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