Lead Creation

* To be used for phone calls and F2F leads

* All lead forms on website to create Zendesk tickets as normal.

“We have some availability at the moment, we just want to ensure you get the most experienced Consultant for the products you are interested in. I’m going to collect a few bits of information from you now and we will sit down and look at our Consultants calendars and contact you shortly with a few options for appointments”.

“Fantastic – I have recorded this information in our booking systems. We will now get together as a team and come up with a few options and call you back shortly. Is that ok?”

Notes: 

* If customer wants an answer now – transfer straight to Banji.
* If customer in the showroom, follow the above too!