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DTSTART;TZID=America/Kentucky/Louisville:20250724T130000
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SUMMARY:Learning Lab: From Lead to Client: Mastering Lead Qualification & Lifecycle Management
DESCRIPTION:Course Overview: \nThis training program provides a step-by-step approach to qualifying Sales Qualified Leads (SQLs)—those who proactively reach out via phone or submit a “Contact Us” form. By focusing on high-intent inquiries\, participants will learn best practices for qualifying\, identifying\, tracking\, and nurturing leads using a balanced mix of technology and personal interaction. \nThe course emphasizes seamless collaboration across departments\, structured communication\, and robust qualification frameworks to ensure that only truly qualified and engaged prospects advance to firm leaders. \nWhat you will gain:\n\nUnderstand the difference between a prospect\, lead\, a marketing qualified lead (MQL) and a sales qualified lead (SQL)\nLearn to structure an effective SQL qualification process to prevent unqualified leads from reaching firm leaders.\nUnderstand the role of business development and marketing in the sales cycle.\nDiscover how to leverage technology (CRM\, automation\, and robust forms) to streamline lead tracking and communications.\nImprove responsiveness and engagement to boost conversion rates.\nTechniques for nurturing qualified leads\nCreate scalable processes for firms of different sizes.\nIdentify key metrics and tracking strategies to measure lead conversion and marketing effectiveness.\n\nSpeaker\nStacy Dreher | Chief Growth Officer\, James Moore & Co. \nI began my journey in professional services sales and marketing in 2006 in the legal industry\, where I led a growth team at a boutique nationwide firm responsible for bringing in all new business. In 2014\, I transitioned into public accounting as a marketing manager and have since grown into multiple roles\, now serving as the Chief Growth Officer. In this role\, I oversee marketing\, business development\, and segment growth initiatives\, driving firm growth while ensuring that our strategies align with the firm’s long-term vision. \nMy approach to leadership focuses on turning challenges into opportunities—whether that’s enhancing our competitive position\, leveraging technology\, or refining sales and digital marketing strategies. By working closely with firm leadership\, I strive to ensure we not only meet but exceed our growth objectives by building a high-performing team\, driving strategic initiatives\, and adapting to the ever-changing landscape of the accounting industry.
URL:https://accountingmarketing.org/event/learning-lab-from-lead-to-client-mastering-lead-qualification-lifecycle-management/
CATEGORIES:Training,Virtual
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