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Aug 2015, oGCDP – Marketing Commissions
Planning for
SHIFTING TO EXPA
MARKETING STRATEGIES
for STRANGER to IN PROGRESS
CONVERSION
an OUT-INBOUND
GUIDELINES to apply
Why Outbound?
Why Outbound?
LOUD and CLEAR
Why Inbound?
PERSUASIVE and NOT ANNOYING
Strangers Visitors/Subscribers Open Inprogress
Facebook:
Direct
promotion Facebook:
Engaging &
Educational
content
--
Blog/Email:
Educational
content
Email:
Opportunitie
s marketing Newsletter:
Educational
& Problem
solving
content
Outbound Inbound
University/
Club/
Corporate
Relationship
Offline:
TNs fair/
Matching
fair
OVERVIEW
What is it?
Should do:
Must do:
Example:
Learning source:
FACEBOOK:
DIRECT PROMOTION
Directly communicate to your customers information about GCP:
 Program description
 Guideline for applicants
 TN informations
 Program description & guideline for applicants: these basic
information must be presented on fan page to help interested
customers know how to apply right away.
 TN information also appears on fan page to help customers
better visualize what our program offers specifically.
 Make things short & concise: only mention the most basic things.
Include the link to our Global Citizen webpage for more
information.
 Make information easy to digest by using infographics, pictures.
 Always include the link to our website & OP after every posts!
 Apply PPC & Facebook Ad
 Strong Call – to – action posts when it’s nearly the end
of the promotion peak!
Pay per click guide
Facebook ad guide
What is it?
Should do:
Must do:
Example:
Learning source:
UNIVERSITY/ CLUB/
CORPORATE RELATIONSHIP
 Hold event/ partnership with clubs/ companies
with the similar purposes as AIESEC in order to co –
communicate a message to our target customers.
 Partnership with the university to reach its students.
 Only partnership with the partners having the
same targeted audiences.
 Identify a common purposes/ message to target
audiences.
 Utilize each others’ communicationchannels &
network.
 Showcase the partnership message & its activities
on social media/ website.
 Store the databases collected from partnership for
later purposes.
PR fundamentals
 VietAbroader is trying to support
students who dreams to study
abroad & live in another culture.
 AIESEC empowers the youth by
providing leadership development
experiences through exchange.
 When partnership with
VietAbroader, a commonmessage
should be centered around the
power of global citizen, the benefit
of having diverse perspectives
from differnet cultures, …
What is it?
Should do:
Must do:
Example:
Learning source:
FACEBOOK:
ENGAGING & EDUCATIONAL CONTENT
 Choose the trending social topics to write about but
customize the content to be AIESEC relevant.
 Invest in videos, memo or inforgraphic.
 All posts are written in a same language & tone,
reflecting AIESEC’s brand voice.
Facebook can simply be just a channel
to broadcast our blog posts. Therefore
basically all the educational content we
publish on blog, we share it on
Facebook!
Make daily life conversation to keep the engagement with
audiences.
Make conversations with your audiences about the topic that
both AIESEC & them cares about:
 Self development
 Leadership
 Ensure frequency & consistency.
 Instead of directly posting a long post, share content of your
blog posts on your fan page, using short caption( 2 - 3
sentences).
 Always include relevant Call – to – actions after each posts.
Social brand voice
Here’s a totally non selling & engaging
FB post that I really likes:
 Making impact on society
 Explore cultures
#Note:
What is it?
Should do:
Must do: Example:
Learning source:
BLOG/ NEWSLETTER:
EDUCATIONAL CONTENT
Blogging Fundamental
Make conversations with your
audiences about the topic that both
AIESEC & them cares about:
 Self development
 Making impact on society
 Explore cultures
 Leadership
 Choose the specific topics
based on your buyer
persona’s challenges &
interests.
 Offer high quality visual
contents!
 Write to educate, not to sell.
 Always put relevant Call -
to – actions on the posts.
 Optimize the posts’ key
words for SEO purposes.
 Send monthly/ weekly
newsletter for your
audiences to read new
blog posts.
 In each post, tell audiences
how GCP is the best
solution to their problem,
make it relevant to the
post’s topics !!!
 Nail the title: short & catchy, offer
strong & obvious values.
 Write practical How – to/ Tips posts to
provide direct solutions to audiences’
life challenges.
 Bring influencers’ voice to our blog to
increase credibility.
 Link to content of other sites that our
audience are also interested in.
 Re – tell EP stories as a way to educate
customers, however make it short.
Optimize your website for SEO
Call – to – action best practices
Learn how they do blogging here:
 http://blog.hubspot.com/
 http://sproutsocial.com/insights/
What is it?
Should do:
Must do:
Learning source:
EMAIL:
OPPORTUNITY MARKETING
Send email to our database, telling them about our
available TNs
 Make sure the TNs promoted are still available.
 Send strong message about what our audiences can
get out of these opportunities.
 Personalize the email.
 Invest in high quality visuals.
 Categorized the TNs, have different package of
benefits for each categories.
 Promote TNs in the educational newsletters.
 Include testimonials.
What is it? TN FAIR/
MATCHING FAIRAn offline event with Opens to help
them apply and get matched on OP.
Email Marketing
What is it?
Should do:
Must do:
NEWSLETTER:
PROBLEM SOLVING & EDUCATIONAL CONTENT
 Help customers solve their problems in the Open ->
Inprogress stage.
 Remind the customers on the Clarity of Why they are
interested in AIESEC program by the same educational
content they read on Strangers -> Open stage.
 Send OP guideline to help customers search for and
apply for TNs.
 Continue to send monthly newsletter to educate
customers
 Provide more direct benefits of the programs and prove
it to be the best solution to our customers.
 Utilize EP stories to motivate.
 Pay attention on helping Opens solving the most popular
barriers to exchange: money, English & parent permission.
Synergy with oGCDP to choose the one need working on.
IN PROGRESS
COMPLETE
for OPERATION MANAGEMENT
GUIDELINES
from
to
Before going into details about oGCDP management from In
Progress to Match, it is critical that all oGCDP members are on the
same page about the alignment between Marketing (as marketing
force) and oGCDP (as sales force), and how that relation is
demonstrated in the inbound marketing funnel.
From a corporate
perspective
The inbound marketing funnel
This is all of our
branding activities
and content
creation across
Inbound Marketing
and/or Outbound
Marketing which
our target
audiences are
exposed to.
Name of an individual along with some basic
contact details. This is the entry point for
everyone. We know little about their specific
needs, their intent, their fit or where they are
in the buying cycles.
NAMES
AWARENESS
PROSPECT
Anyone who visits our website is considered a
prospect or visitor. The fact that they actively
decided to visit our website to see the
information we're providing already qualifies
them as a prospect of our industry.
The goal with a prospect is to convert them into
a lead using strong call to actions, optimized
landing pages and great content offers.
Awareness
Names
Prospects&
Recycled
MarketingLead
(MarketingQualifiedLead)
Opportunity
(Sales Qualified
Lead)
Sale
(Closed/Won)
Nurturing Database
SalesLead
(SalesAcceptedLead)
Have been qualified by Marketing,
based upon criteria agreed upon by
both sales and marketing, as worthy
to handed off to sales
Sales leads which have
been successfully
qualified and now
constitute a sales pipeline.
Therefore these
opportunities will
contribute to a sales
forecast.
We have successfully
closed an opportunity
and won new customers
SALES LEADS
OPPORTUNITIES
SALES
These are qualified
and engaged
prospects which
could buy from us at
some stage but are
not yet ready to
engage with sales.
MARKETING
LEAD
Awareness
Names
Prospects&
Recycled
MarketingLead
(MarketingQualifiedLead)
Opportunity
(Sales Qualified
Lead)
Sale
(Closed/Won)
Nurturing Database
SalesLead
(SalesAcceptedLead)
The inbound marketing funnel
From an
perspective
THE SALES PROCESS
Lead nurturing start when
an prospect becomes a
marketing lead until he/she
is converted into a sale.
Not only marketing but also
oGCDP participates in the
lead nurturing process.
Top Of the
FUnnel (TOFU)
Middle Of the
FUnnel (MOFU)
LEAD NURTURING
Bottom Of the
FUnnel (BOFU)
Awareness
Names
Prospects&
Recycled
MarketingLead
(MarketingQualifiedLead)
Opportunity
(Sales Qualified
Lead)
Sale
(Closed/Won)
Nurturing Database
SalesLead
(SalesAcceptedLead)
oGCDP as the bottom of the inbound marketing funnel (BOFU)
How it fits into our New Customer Flow
STRANGER OPEN IN PROGRESS MATCH
REALIZE
COMPLETE
REINTEGRATE
Get reached on social media.
Read blogs on our websites.
Interested and subscribe to our
newsletter.
Create
accounts on
EXPA
Sign AN.
Status on system
change to Matched
Contacted by oGCDP members.
Go through skype interview.
Supported in matching process
Awareness
Names
Prospects&
Recycled
MarketingLead
(MarketingQualifiedLead)
Opportunity
(Sales Qualified
Lead)
Sale
(Closed/Won)
Nurturing Database
SalesLead
(SalesAcceptedLead)
Feeling overwhelmed with all information
you have just gone through?
The most important thing to remember is that oGCDPand
Marketing need to work together cause we are 1 funnel
Marketing needs oGCDP insights and vice versa.
PLAN
TOGETHER
EXECUTE
TOGETHER
REVIEW AND
REPLAN
TOGETHER
oGCDP – Marketing synergy elements
LEAD
IN PROGRESS
CUSTOMER
MATCH
GET IN TOUCH
Lead
CATEGORIZING,
PRIORITIZING
CO-MATCHING
WITH EYP
Lead MANAGEMENT
“Lead nurturing is the art of maintaining
permission to “keep in touch” with potential
customers as they educate themselves, with the
goal of being top of mind when they are ready
to move into a buying phase.”
Driving greater exchange and customer
satisfaction results by staying in touch,
maintaining the conversation and provide
the right support.
Overview
Food for thought
 Number of Match
 In Progress to Match conversion rate
 Number of Match with Entity Partner
Key KPIs
Average matching speed
Response rate during Get-In-Touch
Number of In Progress who are sales-
ready (Do we attract the right prople?)
Others indicators to think about
GET IN TOUCH
Possibly you will receive a high volume of In Progress
in winter peak.
However, past datas (plus our prediction) are that
conversion from In Progress to Match is only 25-27%,,
which means that only 25-27% of our leads actually
become our customers.
Your job is to quickly identify and focus your resource
on these most potential 25-27%. We call this lead
management.
Strong notice
REMAIn Progress
25% 25%
Open
70%+
Expected conversion rate
LEAD
IN PROGRESS
CUSTOMER
MATCH
GET IN TOUCH
Lead
CATEGORIZING,
PRIORITIZING
CO-MATCHING
WITH EYP
Lead MANAGEMENT
Customer
service
mindset
Effective
partnership
management
Elements for success!
LEAD
IN PROGRESS
CUSTOMER
MATCH
GET IN TOUCH
Lead
CATEGORIZING,
PRIORITIZING
CO-MATCHING
WITH EYP
Lead MANAGEMENT
Concrete
process
setting
Smart
database
management
When moving from Open to In Progress, it’s important how Marketing and oGCDP agree on
transfering the customer database
You can come up with the best
way that suit your local
situation. However, this
suggestion can give you some
basic perspectives.
STEP 1. take information from
EXPA and fill in your tracking
system.
STEP 2. start doing Open to In
Progress activities with them and
track their engagement with you.
STEP 3. Check tab In Progress
regularly and Change their Status
on your tracking system. This will
be the starting point for oGCDP
to begin getting in touch and
provide services
NOTICETHAT EPs are arranged based on
the date that they create their profiles, not the
date that they move to In Progress, so we need to
keep track which ones are new In Progress daily
TIPS. assign yourself (LCVP) as EP Manager for
the In Progress daily. When new In Progress comes,
you will know which ones are new when looking at
the Managers column.
LEAD
IN PROGRESS
Assign
yourself as
EP Manager
GETIN TOUCH
Send them a confirmation email as
soon as possible.
Contents included are:
 Greetings
 Confirming receiving application
for project…
 Tell them to fill in a form so we
can get full information about
them.
 Ask them when can we have a
skype talk.
No customer is left
untouched/ neglected!
You can also
assign EP buddy
here.
Possible
checkpoint:
You can also send
them an SMS/call
them and remind
them about checking
the email
 Which one respond to the
email?
 Which one fill in the form in
the email?
 Which one reply to your
message/answer your call?
GETIN TOUCH
Lead
PRIORITIZING
Main purpose
Filter high potential
customers (their interest
in our products, ability to
buy…)
References
Sample oGCDP
EP Assessment model
Akshay
Quynh Do
Sales-
ready
Need
further
nurturing
Sales leads who are sales-
ready will be transfer to co-
matching steps with entity
partners
Sales leads who needs further
nurturing will be put in our
database so we can maintain
relationship & conversation with
them. Dripping campaign may
be useful for slowly converting
these leads.
LC HCMC
LEAD
IN PROGRESS
GET IN TOUCH
Lead
PRIORITIZING
CO-MATCHING
WITH EYP
Enter EP’s
information in
IR workspace
Cooperate with TN
Manager to push
matching speed
LEAD
IN PROGRESS
Possible
checkpoints
 EP has been
interview or not?
 EP has been
confirmed interview
result or not?
 EP has signed EN or
not?
 EP fee has been
paid or not?
 EP has been
approved from
OGX side or not?
 EP status has been
changed to Match
or not?
GET IN TOUCH
Currently, our LEAD
touchpoints are
shaped into 2 formats
LEAD
DELIVERY
LEAD
events
EP Buddy
as an IJ
facilitator
Scenario 2
Scenario 1
SCENARIO 1. after lead scoring &
prioritizing (high potential leads)
Can motivate these leads,
increase the engagement with
AIESEC, build trust, can help with
conversion.
However, might waste resource
on leads who drop out.
You can schedule your LEAD delivery timeline in 2 scenarios
SCENARIO 2: after match
(official customer)
Ensure we do not waste our
resource.
However, 80% of matching must be
done at least 1 month before RE
peak to ensure we have enough
time to deliver to customers.
LEAD
IN PROGRESS
CUSTOMER
MATCH
GET IN TOUCH
Lead
CATEGORIZING,
PRIORITIZING
CO-MATCHING
WITH EYP
Lead MANAGEMENT
Thanks for reading!

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Adapting oGCDP to New Customer Flow

  • 1. CUSTOMER JOUNREY MAP Aug 2015, oGCDP – Marketing Commissions Planning for SHIFTING TO EXPA
  • 2. MARKETING STRATEGIES for STRANGER to IN PROGRESS CONVERSION an OUT-INBOUND GUIDELINES to apply
  • 3. Why Outbound? Why Outbound? LOUD and CLEAR Why Inbound? PERSUASIVE and NOT ANNOYING
  • 4. Strangers Visitors/Subscribers Open Inprogress Facebook: Direct promotion Facebook: Engaging & Educational content -- Blog/Email: Educational content Email: Opportunitie s marketing Newsletter: Educational & Problem solving content Outbound Inbound University/ Club/ Corporate Relationship Offline: TNs fair/ Matching fair OVERVIEW
  • 5. What is it? Should do: Must do: Example: Learning source: FACEBOOK: DIRECT PROMOTION Directly communicate to your customers information about GCP:  Program description  Guideline for applicants  TN informations  Program description & guideline for applicants: these basic information must be presented on fan page to help interested customers know how to apply right away.  TN information also appears on fan page to help customers better visualize what our program offers specifically.  Make things short & concise: only mention the most basic things. Include the link to our Global Citizen webpage for more information.  Make information easy to digest by using infographics, pictures.  Always include the link to our website & OP after every posts!  Apply PPC & Facebook Ad  Strong Call – to – action posts when it’s nearly the end of the promotion peak! Pay per click guide Facebook ad guide
  • 6. What is it? Should do: Must do: Example: Learning source: UNIVERSITY/ CLUB/ CORPORATE RELATIONSHIP  Hold event/ partnership with clubs/ companies with the similar purposes as AIESEC in order to co – communicate a message to our target customers.  Partnership with the university to reach its students.  Only partnership with the partners having the same targeted audiences.  Identify a common purposes/ message to target audiences.  Utilize each others’ communicationchannels & network.  Showcase the partnership message & its activities on social media/ website.  Store the databases collected from partnership for later purposes. PR fundamentals  VietAbroader is trying to support students who dreams to study abroad & live in another culture.  AIESEC empowers the youth by providing leadership development experiences through exchange.  When partnership with VietAbroader, a commonmessage should be centered around the power of global citizen, the benefit of having diverse perspectives from differnet cultures, …
  • 7. What is it? Should do: Must do: Example: Learning source: FACEBOOK: ENGAGING & EDUCATIONAL CONTENT  Choose the trending social topics to write about but customize the content to be AIESEC relevant.  Invest in videos, memo or inforgraphic.  All posts are written in a same language & tone, reflecting AIESEC’s brand voice. Facebook can simply be just a channel to broadcast our blog posts. Therefore basically all the educational content we publish on blog, we share it on Facebook! Make daily life conversation to keep the engagement with audiences. Make conversations with your audiences about the topic that both AIESEC & them cares about:  Self development  Leadership  Ensure frequency & consistency.  Instead of directly posting a long post, share content of your blog posts on your fan page, using short caption( 2 - 3 sentences).  Always include relevant Call – to – actions after each posts. Social brand voice Here’s a totally non selling & engaging FB post that I really likes:  Making impact on society  Explore cultures #Note:
  • 8. What is it? Should do: Must do: Example: Learning source: BLOG/ NEWSLETTER: EDUCATIONAL CONTENT Blogging Fundamental Make conversations with your audiences about the topic that both AIESEC & them cares about:  Self development  Making impact on society  Explore cultures  Leadership  Choose the specific topics based on your buyer persona’s challenges & interests.  Offer high quality visual contents!  Write to educate, not to sell.  Always put relevant Call - to – actions on the posts.  Optimize the posts’ key words for SEO purposes.  Send monthly/ weekly newsletter for your audiences to read new blog posts.  In each post, tell audiences how GCP is the best solution to their problem, make it relevant to the post’s topics !!!  Nail the title: short & catchy, offer strong & obvious values.  Write practical How – to/ Tips posts to provide direct solutions to audiences’ life challenges.  Bring influencers’ voice to our blog to increase credibility.  Link to content of other sites that our audience are also interested in.  Re – tell EP stories as a way to educate customers, however make it short. Optimize your website for SEO Call – to – action best practices Learn how they do blogging here:  http://blog.hubspot.com/  http://sproutsocial.com/insights/
  • 9. What is it? Should do: Must do: Learning source: EMAIL: OPPORTUNITY MARKETING Send email to our database, telling them about our available TNs  Make sure the TNs promoted are still available.  Send strong message about what our audiences can get out of these opportunities.  Personalize the email.  Invest in high quality visuals.  Categorized the TNs, have different package of benefits for each categories.  Promote TNs in the educational newsletters.  Include testimonials. What is it? TN FAIR/ MATCHING FAIRAn offline event with Opens to help them apply and get matched on OP. Email Marketing
  • 10. What is it? Should do: Must do: NEWSLETTER: PROBLEM SOLVING & EDUCATIONAL CONTENT  Help customers solve their problems in the Open -> Inprogress stage.  Remind the customers on the Clarity of Why they are interested in AIESEC program by the same educational content they read on Strangers -> Open stage.  Send OP guideline to help customers search for and apply for TNs.  Continue to send monthly newsletter to educate customers  Provide more direct benefits of the programs and prove it to be the best solution to our customers.  Utilize EP stories to motivate.  Pay attention on helping Opens solving the most popular barriers to exchange: money, English & parent permission. Synergy with oGCDP to choose the one need working on.
  • 11. IN PROGRESS COMPLETE for OPERATION MANAGEMENT GUIDELINES from to
  • 12. Before going into details about oGCDP management from In Progress to Match, it is critical that all oGCDP members are on the same page about the alignment between Marketing (as marketing force) and oGCDP (as sales force), and how that relation is demonstrated in the inbound marketing funnel.
  • 14. The inbound marketing funnel This is all of our branding activities and content creation across Inbound Marketing and/or Outbound Marketing which our target audiences are exposed to. Name of an individual along with some basic contact details. This is the entry point for everyone. We know little about their specific needs, their intent, their fit or where they are in the buying cycles. NAMES AWARENESS PROSPECT Anyone who visits our website is considered a prospect or visitor. The fact that they actively decided to visit our website to see the information we're providing already qualifies them as a prospect of our industry. The goal with a prospect is to convert them into a lead using strong call to actions, optimized landing pages and great content offers. Awareness Names Prospects& Recycled MarketingLead (MarketingQualifiedLead) Opportunity (Sales Qualified Lead) Sale (Closed/Won) Nurturing Database SalesLead (SalesAcceptedLead)
  • 15. Have been qualified by Marketing, based upon criteria agreed upon by both sales and marketing, as worthy to handed off to sales Sales leads which have been successfully qualified and now constitute a sales pipeline. Therefore these opportunities will contribute to a sales forecast. We have successfully closed an opportunity and won new customers SALES LEADS OPPORTUNITIES SALES These are qualified and engaged prospects which could buy from us at some stage but are not yet ready to engage with sales. MARKETING LEAD Awareness Names Prospects& Recycled MarketingLead (MarketingQualifiedLead) Opportunity (Sales Qualified Lead) Sale (Closed/Won) Nurturing Database SalesLead (SalesAcceptedLead) The inbound marketing funnel
  • 17. THE SALES PROCESS Lead nurturing start when an prospect becomes a marketing lead until he/she is converted into a sale. Not only marketing but also oGCDP participates in the lead nurturing process. Top Of the FUnnel (TOFU) Middle Of the FUnnel (MOFU) LEAD NURTURING Bottom Of the FUnnel (BOFU) Awareness Names Prospects& Recycled MarketingLead (MarketingQualifiedLead) Opportunity (Sales Qualified Lead) Sale (Closed/Won) Nurturing Database SalesLead (SalesAcceptedLead) oGCDP as the bottom of the inbound marketing funnel (BOFU)
  • 18. How it fits into our New Customer Flow STRANGER OPEN IN PROGRESS MATCH REALIZE COMPLETE REINTEGRATE Get reached on social media. Read blogs on our websites. Interested and subscribe to our newsletter. Create accounts on EXPA Sign AN. Status on system change to Matched Contacted by oGCDP members. Go through skype interview. Supported in matching process Awareness Names Prospects& Recycled MarketingLead (MarketingQualifiedLead) Opportunity (Sales Qualified Lead) Sale (Closed/Won) Nurturing Database SalesLead (SalesAcceptedLead)
  • 19. Feeling overwhelmed with all information you have just gone through?
  • 20. The most important thing to remember is that oGCDPand Marketing need to work together cause we are 1 funnel Marketing needs oGCDP insights and vice versa. PLAN TOGETHER EXECUTE TOGETHER REVIEW AND REPLAN TOGETHER oGCDP – Marketing synergy elements
  • 21. LEAD IN PROGRESS CUSTOMER MATCH GET IN TOUCH Lead CATEGORIZING, PRIORITIZING CO-MATCHING WITH EYP Lead MANAGEMENT “Lead nurturing is the art of maintaining permission to “keep in touch” with potential customers as they educate themselves, with the goal of being top of mind when they are ready to move into a buying phase.” Driving greater exchange and customer satisfaction results by staying in touch, maintaining the conversation and provide the right support. Overview Food for thought  Number of Match  In Progress to Match conversion rate  Number of Match with Entity Partner Key KPIs Average matching speed Response rate during Get-In-Touch Number of In Progress who are sales- ready (Do we attract the right prople?) Others indicators to think about
  • 22. GET IN TOUCH Possibly you will receive a high volume of In Progress in winter peak. However, past datas (plus our prediction) are that conversion from In Progress to Match is only 25-27%,, which means that only 25-27% of our leads actually become our customers. Your job is to quickly identify and focus your resource on these most potential 25-27%. We call this lead management. Strong notice REMAIn Progress 25% 25% Open 70%+ Expected conversion rate LEAD IN PROGRESS CUSTOMER MATCH GET IN TOUCH Lead CATEGORIZING, PRIORITIZING CO-MATCHING WITH EYP Lead MANAGEMENT
  • 23. Customer service mindset Effective partnership management Elements for success! LEAD IN PROGRESS CUSTOMER MATCH GET IN TOUCH Lead CATEGORIZING, PRIORITIZING CO-MATCHING WITH EYP Lead MANAGEMENT Concrete process setting Smart database management
  • 24. When moving from Open to In Progress, it’s important how Marketing and oGCDP agree on transfering the customer database You can come up with the best way that suit your local situation. However, this suggestion can give you some basic perspectives. STEP 1. take information from EXPA and fill in your tracking system. STEP 2. start doing Open to In Progress activities with them and track their engagement with you. STEP 3. Check tab In Progress regularly and Change their Status on your tracking system. This will be the starting point for oGCDP to begin getting in touch and provide services
  • 25. NOTICETHAT EPs are arranged based on the date that they create their profiles, not the date that they move to In Progress, so we need to keep track which ones are new In Progress daily TIPS. assign yourself (LCVP) as EP Manager for the In Progress daily. When new In Progress comes, you will know which ones are new when looking at the Managers column.
  • 26. LEAD IN PROGRESS Assign yourself as EP Manager GETIN TOUCH Send them a confirmation email as soon as possible. Contents included are:  Greetings  Confirming receiving application for project…  Tell them to fill in a form so we can get full information about them.  Ask them when can we have a skype talk. No customer is left untouched/ neglected! You can also assign EP buddy here. Possible checkpoint: You can also send them an SMS/call them and remind them about checking the email  Which one respond to the email?  Which one fill in the form in the email?  Which one reply to your message/answer your call?
  • 27. GETIN TOUCH Lead PRIORITIZING Main purpose Filter high potential customers (their interest in our products, ability to buy…) References Sample oGCDP EP Assessment model Akshay Quynh Do Sales- ready Need further nurturing Sales leads who are sales- ready will be transfer to co- matching steps with entity partners Sales leads who needs further nurturing will be put in our database so we can maintain relationship & conversation with them. Dripping campaign may be useful for slowly converting these leads. LC HCMC LEAD IN PROGRESS
  • 28. GET IN TOUCH Lead PRIORITIZING CO-MATCHING WITH EYP Enter EP’s information in IR workspace Cooperate with TN Manager to push matching speed LEAD IN PROGRESS Possible checkpoints  EP has been interview or not?  EP has been confirmed interview result or not?  EP has signed EN or not?  EP fee has been paid or not?  EP has been approved from OGX side or not?  EP status has been changed to Match or not?
  • 29. GET IN TOUCH Currently, our LEAD touchpoints are shaped into 2 formats LEAD DELIVERY LEAD events EP Buddy as an IJ facilitator Scenario 2 Scenario 1 SCENARIO 1. after lead scoring & prioritizing (high potential leads) Can motivate these leads, increase the engagement with AIESEC, build trust, can help with conversion. However, might waste resource on leads who drop out. You can schedule your LEAD delivery timeline in 2 scenarios SCENARIO 2: after match (official customer) Ensure we do not waste our resource. However, 80% of matching must be done at least 1 month before RE peak to ensure we have enough time to deliver to customers. LEAD IN PROGRESS CUSTOMER MATCH GET IN TOUCH Lead CATEGORIZING, PRIORITIZING CO-MATCHING WITH EYP Lead MANAGEMENT