BIG PICTURE
1. Initial Contact
Send BINGO New Leads Enquiry form: http://forms.bingodigital.marketing/pNo066
2. Add to CRM
All leads entering the pipeline—must be logged in the Trello CRM.
Duplicate card template:
3. Proposal and Quotation Generation
Follow the instructions here: Proposal and Quotation Generation
6. Handling Non-Responsive Leads
If the client doesn’t respond:
- Move the lead to the “Dormant” column in Trello after the 6-month automated follow-up period.
- Flag them for future re-engagement campaigns (optional).
