Day 13- Paige’s Lead Gen Diary

November 28, 2023

Today I will be doing various small tasks that need to be completed on a daily basis, such as Boiler Servicing Calls as well as Lead Gen calls. There has also been a couple of enquiries of emergency appointments that I will be arranging first thing.

I have been restricted today in the tasks that I need to complete due to my laptop being wiped and reset, which meant I have had to gain access to all the different software’s that I need to use for daily tasks as well as our CRM, meaning I began the morning with a very slow start.

In order to get our emergency appointments in the diary, it meant that I had to get in contact with our engineer Alan to know when would be best to fit them within the diary.

I also set up all resources that I am going to need to assist me in completing my course work for my apprenticeship in preparation of my Assessor visiting me tomorrow.

I will also being completing filler tasks such as uploading the remaining business cards to expand our CRM.

Today I have made calls and sent out emails for those that I am awaiting a response from as to whether they would be interested in booking their boiler service in with us again this year, but unfortunately I had no success today other than scheduling in our emergency appointments this morning.

I would like to focus on promoting our Boiler Service company to be able to gain new customers that would then hopefully use us yearly.

This is because our current outstanding number of customers that have not had their boiler serviced is getting smaller due to the responses that I receive daily, such as a yes or no in whether they are interested. 

It is always important to try and sell to existing customers and be persistent with the reminders if we have no response from them, this shows that we care and it is important that they have it done as well as a Gas Safety inspection.

Due to Richard being out of the office all day last minute, I was unable to learn anything new or be shown any demos but meant that it gave me time to polish daily tasks that needed to be complete.

Paige x


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Paige’s Lead Gen Diary


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