Use ShootQ's Referral Tracking Tools to
Maximize your Most Profitable Relationships
1. Routinely assign referrers to shoots.
On the "Overview" tab of your lead and shoot records, you'll find a "referrer" section that allows you to record the Relationship, Q-Club Member, or Marketing effort that referred the job to you.
You can create new relationships or search for existing
relationships to tag as a shoot's referrer.
When viewing a relationship, you can see all of the jobs
that the relationship referred to you.
If you select a "Q-Club Member," you'll see all members
of the Q-Club on your drop-down list.
If you select "Marketing," you can specify the marketing effort, like a magazine ad, directory listing or other effort that directed the job your way.
On the shoot "Overview" tab, you'll see
the referrer that sent the job your way.
Important! Record referrers on ALL shoots, regardless of whether or not they book! It can be just as useful to know what referral sources are NOT working as it is to know which ones are working the best.
If you haven't started recording referrers, don't fret! You can record the referrer on ANY lead or shoot, regardless of whether it's booked, complete or dead. The more data you can go back and add, the more complete your analytics will be.
Deleting vs. Marking Dead - there is a difference! ShootQ will allow you to mark a lead "dead" and also to delete it.
What's the difference? "Dead" leads will remain in your database. The associated contacts will also be marked dead and saved. Mark any lead that doesn't book as "dead" —and they will still factor into your analytics.
If you have a practice lead in your account, or someone uses your website contact form to ask a general question, creating a lead record that doesn't reflect an actual lead, then you can delete the lead record, and it won't skew your analytics.
- 2. Analyze your most productive referral relationships.
- Under the "Business" tab, you'll find a report of your most productive referral relationships. You can see how many times a Relationship, Q-Club Member or Marketing effort drove leads to you, and how many of them converted into bookings.
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- This graph reflects bookings and referred leads.
- You can see that four leads were sent by friends,
- and two of them booked, whereas
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- Booking percentages tell you the
- success rate of booking by referrer.
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- 3. Nurture your relationships!
- These relationships feed your business. Treat them well! By investing effort in your most productive Relationships, Q-Club Members or Marketing efforts, you create evangelists who will keep qualified leads coming your way.
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- Don't ignore the data that tells you that relationships that aren't productive either. It may be a sign that you should move on to bigger and better things!
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