Overview

Effectively managing and nurturing leads is crucial for increasing conversions and optimizing your sales process. Shape provides a structured approach to tracking lead activity, segmenting prospects, and automating engagement to help close more deals.

🔎 Tracking Leads in Shape

1️⃣ Lead Status & Pipeline Stages

Each lead moves through a customizable status pipeline, allowing you to track their progress.
Use the Lead Status field to identify where a prospect stands—whether they’re a new inquiry, active opportunity, or lost deal.
Monitor hot leads that require immediate attention and identify those needing follow-up.

2️⃣ Activity Tracking & Engagement History

Every call, email, text, and note is logged in the lead’s profile, ensuring full visibility into past interactions.
View engagement timestamps to track response times and follow-up effectiveness.

3️⃣ Automated Lead Distribution

Shape can automatically assign leads based on pre-set rules such as:
✅ Round-robin distribution (equally assigns leads to reps)
✅ Performance-based routing (assigns leads based on past conversion success)
✅ Territory-based assignment (routes leads by geographic location or criteria)

🤝 Nurturing Leads with Automation

4️⃣ Pre-Built Drip Campaigns

Keep leads engaged with automated email and SMS follow-ups tailored to different lead stages.
Set up timed sequences to re-engage cold leads or remind prospects about pending actions.

5️⃣ Lead Scoring & Prioritization

Shape uses AI-powered lead scoring to rank leads based on their likelihood to convert.
Prioritize high-scoring leads for immediate follow-up and adjust outreach efforts accordingly.

6️⃣ Task & Appointment Scheduling

Set reminders for follow-up calls, demos, or meetings directly within Shape.
Sync with calendar integrations to stay organized and ensure timely interactions.

✅ Best Practices for Tracking & Nurturing Leads

📌 Regularly update lead statuses to maintain an accurate pipeline.
📌 Leverage automation to reduce manual outreach efforts.
📌 Use lead scoring to focus on high-potential prospects.
📌 Track activity trends to refine messaging and sales strategies.

🎯 Final Thoughts

Shape's lead management system ensures no prospect falls through the cracks by providing structured tracking, automation, and smart engagement tools. With the right approach, you can nurture relationships effectively and increase conversion rates. 🚀

📊 How to Track and Nurture Leads Using Shape 📊