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Easy Leads Management with Easy Business Builder
              Training

Lead History

Every lead in our system has a timeline.  That timeline can start from before they became your lead, or it may start with them becoming your lead.  It all depends on how well we can track a visitor to your forms and pages, and our website.  The timeline gives you can idea how they got into our system, what they've been up to, and what you (or someone on a team) has done with the lead.  Every time you send an email to a lead, it gets logged.  If you schedule an appointment, it also gets logged, and it is shown here.  Same with comments.

Clicking on the Autoresponders and Groups tabs will show you what they are subscribed to.  Leads must subscribe themselves to autoresponders, but you can put them in whatever groups you'd like.  In EBB, groups are basically mailing lists.  We let you create groups and assign leads to them so that you can build more targeted lists. We will cover more of this in another article, but for now, it is important to understand that you have many ways to categorize a lead.  EBB has made it so that you can put a lead in more than one "list" to target them for specific offers they might be interested in, so that you aren't wasting your time just emailing everyone everything.  If you don't use targeted lists, you will certainly see more unsubscribes as people will get tired of getting emails from you that they are not interested in.

Alternate Contacts

Sometimes you will get a lead that works for a company, but when you reach out to them they will put you in touch with someone else in the company.  In certain situations you might talking to and working with a few different people.  To keep those contacts organized, and to not generate multiple leads for one contact, we give you the ability to add alternate contacts to a lead.  When you email the lead, an email will only go to the primary contacts email.

Keeping Notes

If you want to keep notes about a lead, and keep those notes private, use the "notes" tab to do that.  You are the only one that will see the notes if you share the lead with a sale team.  Any time you contact a lead, you should take some notes so that when you contact them again, you can have the notes tab open to refresh your memory about what you discussed with them before.

Custom Data

While EBB provides fields for pretty much all the common information you could get from a lead, there is a way to store custom information if you need to.  You can add that information manually or you can add it automatically when they fill out a form.  Any custom form fields you create will get captured, and the data will be under the Custom Data tab.  So you could ask them to fill in an answer to a question on your capture form, and the answer they provide will get stored.  There is no limit to the data you can collect.

Brought to you by
Mick Owen

If am asking you to consider doing business with me it is only fair that you know a bit about my business background and experience. In essence, what do I bring to the table that will help you find, build, and become successful in YOUR online business.

I have been self-employed since 1971 in many different businesses, often owning and operating multiple businesses at the same time. In general, the fields have included services, advertising, marketing, real estate investing, and real estate development.

Starting in Houston, TX in 1971 I co-owned a paint and body shop where we "white labeled" work for auto dealerships along the Southwest Freeway in Houston that did not have body shops. At the same time, we owned a service business that delivered and installed appliances for stores that did not have delivery departments (for example; Globe Discount City, and Firestone Tire stores that, at that time, sold window AC Units and other household appliances).

A third business we owned and operated at this time was a flat-rate moving service within the city targeting those who lived in one-bedroom apartments.

In the 1980s I had ownership in an independent record label headquartered in Las Vegas, Nevada where I interacted with some very well-known recording artists. I was also the Executive Producer of the infomercial for the "Target Success" system developed by Don Dwyer. Our two major talent spokespersons for the infomercial were Rosie Grier and Rocky Bleier.

I built my first website in 1998 to promote a company we started named Profit Pacesetters that sold business opportunity mailing lists to people in the MLM industry. I later sold (and financed) that business to one of my employees.

In 2001, I founded USSurfs.com which offered internet dial-up services. When broadband became the standard for Internet access we transitioned USSurfs to become our holding company for all things related to the Internet. By 2004 we evolved into website development and promotion for other companies and individuals, including ranking many of these sites in the top 10 on page 1 of the search engine results pages.

Along the way during the 1990s, in my spare time, I also earned a BA in Economics and an MBA in Finance, both from the University of North Texas. However, my real education came not so much from books and classrooms, but from actually doing it for the last 50+ years.

You can be certain that I know the kind of hard work and persistence it takes to be successful, and I can help you become successful in your own online business if that is your goal.

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