Master Class: Sales Lead Coordinator
The Sales Lead Coordinator is responsible for strategically creating schedules and assigning leads to the right salesperson. They pre-qualify every call, ensure efficient dispatching, maximize sales opportunities through follow-ups, and maintain rigorous documentation within service management software.
COURSE OVERVIEW
Learning Outcome: By the end of this course, learners will be able to efficiently manage leads, dispatch sales teams, deliver exceptional customer service, maintain accurate records, and proactively rehash old leads to increase sales revenue.
Role & Purpose: The Sales Lead Coordinator is responsible for strategically creating schedules and assigning leads to the right salesperson. They pre-qualify every call, ensure efficient dispatching, maximize sales opportunities through follow-ups, and maintain rigorous documentation within service management software.
Target Audience: New or existing Sales Lead Coordinators in HVAC, Plumbing, Electrical, or other residential service companies.
New Section
Introduction To The Sales Lead Coordinator Role
Lesson 1 of 12 within section New Section.
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Lead Qualification & Pre‑Call Preparation
Lesson 2 of 12 within section New Section.
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Financing & Pre-Qualification
Lesson 3 of 12 within section New Section.
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Strategic Dispatching & Scheduling
Lesson 4 of 12 within section New Section.
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Customer Service & “Happy Checks”
Lesson 5 of 12 within section New Section.
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Follow‑Ups, Rehashes & Closing Old Leads
Lesson 6 of 12 within section New Section.
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KPIs & Performance Metrics
Lesson 7 of 12 within section New Section.
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Collaboration With Sales & Call Center Teams
Lesson 8 of 12 within section New Section.
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Handling Exceptions & Problem‑Solving
Lesson 9 of 12 within section New Section.
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Back‑Up Dispatching & Expanding Your Skill Set
Lesson 10 of 12 within section New Section.
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Compensation, Bonuses & Commission Structure
Lesson 11 of 12 within section New Section.
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Finals & Capstone Project
Lesson 12 of 12 within section New Section.
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Pathway Partners2025-01-12T18:22:24+00:00