1. 3 Quick Tips to Help Boost
Your Client Conversion
Rate
Last Updated 9/30/2013

2. How can prospects become
clients?
You get numerous calls and inquiries into the office every day….
You see yourself and your staff answering these calls, maintaining good
conversations with daughters, sons, grandchildren, and spouses….
But you’re not seeing your total billable hours or gross profit numbers jump.
What’s the problem?
The one thing that can stunt the growth of any agency is poor follow-up. It’s
easy to pick up a phone and answer questions, but following-up is another
thing that takes a great amount of effort and energy to convert that call into
an actual client.

3. ClearCare Makes Follow-Up a
Breeze
But not to worry—we’ve got some quick tips to ensure that none of those initial
inquiries fall off your radar so that you can boost your client conversion rate.
In the following slides, we’ll look at how ClearCare can help you:
1. Log information in one place
2. Perform effective follow-up3. Take action to close new clients

4. Log Calls All in One Place
It’s easy to quickly jot down notes of a call on a nearby sticky note or scratch
paper. But logging calls on scattered paper is also the easiest way to lose a
good lead.
Get in the habit of using the Initial Call Form to document all inbound leads
and calls. The form allows you to log as much information as possible in an
organized space, and it is immediately saved in ClearCare as a new
prospect for instant CRM tracking by anyone in the office.
The Initial Call Form also provides a basic format for all of your staff to use
when handling inbound inquiries, helping to create consistency in first client
contacts.

5. Perform the Follow Up...Easily.
You don’t have to scrounge through pieces of paper or run by everyone in the
office to find when the last follow-up for a lead was performed.
“Susan? Did you call Mrs. Smith’s daughter yesterday? No? Maybe Bill
did….”ClearCare brings this information to you by allowing your staff to
track and view all activity related to a prospect within your home ccare
software.
Quickly pull up a list of prospects and leads who, based upon their profile
activity, require or are due for a follow-up. ClearCare allows you to maintain
a tight connection with leads so that none of them fall of your radar. And by
using Activity tracking features in ClearCare, you can tell if Susan or bill
called Mrs. Smith back - or if it’s time to assign someone the task of
reaching out.

6. Remind yourself and your staff to take action to close that
next big deal.
Unfortunately, clients rarely close themselves.
Administrator tasks can be created right under a
prospect’s profile (at the same place where you would
log a follow-up meeting) to email a reminder to yourself
and others about the next step in the Sales process.
These reminders can be emailed the next day or the next
week—whenever you need them sent to make sure that
lead becomes one of your clients.
In addition to tasks, Custom Reports can be utilized to
see where in Sales Pipeline each prospect stands, so
you can quickly view who needs some attention to
become your newest client.
Take Action

7. Put These Tips to Work
The key to increasing your client conversion rate and closing more deals is
essentially maintaining a keen eye on all of your prospects. Of course, this
can be easier said than done, which is why ClearCare has the tools to make
it easier for you to increase your clients, service hours and revenue.To
check out how to use some of the features mentioned here, take a look
at these FAQ’s:Initial Call Form:ClearCare 501 Module 2: Client
LeadsManage & Assign Administrator Tasks