The Next Call Club Shape system is designed using the best practices workflow perfected by the Next Call Club team, leveraging the powerful tools within Shape. This system includes pre-made views that allow you to get started immediately on a robust platform. Once you own a lead, sales-prioritized views prompt timely follow-ups, ensuring no opportunity slips through the cracks. Admin views offer comprehensive managerial oversight, while “Get Lead” cadences automate lead selection, eliminating guesswork and streamlining your workflow. The Next Call Club template seamlessly integrates with Telemarketing, Sales, and Administration departments, ensuring an efficient and effective lead management process across the board.
As new leads enter the system from automated providers like Next Call Club, the "QuickFire Connect" distribution ensures rapid engagement. During business hours, a screen popup alerts all telemarketing agents as soon as a new lead is created. The first to click "Accept & Connect" wins the lead and starts dialing instantly, reducing contact time to milliseconds. If no agents are available or leads come in after hours, they are accessible through the "Get Lead" button for all users, including sales agents, to work on.
When new leads from providers like Next Call Club enter the system, they are first screened for duplicates and then distributed via our QuickFire Call Connect during business hours (9am-5pm in your company’s timezone). Leads are instantly directed to your telemarketing reps. The first rep to click "Accept & Connect" wins the lead, triggering an automatic outbound call to ensure immediate contact and maximize conversion rates.
Subscribe to Next Call Club to gain access to US-based telemarketing representatives who actively prospect your new leads, ensuring you never miss a follow-up opportunity. Additionally, Next Call Club offers Caller ID Reputation services for your Shape numbers, monitoring and registering them to prevent being flagged by SPAM algorithms. Stay ahead of the competition with reliable lead follow-up and enhanced call reputation management.
The Next Call Club template utilizes a shared lead model, ensuring leads remain available until they are quoted or closed. Telemarketing and sales agents can click the "Get Lead" button in the top navigation bar of Shape to instantly access the next lead due for follow-up. This streamlined process guarantees prompt and efficient lead handling, maximizing your chances of conversion. The "Get Lead" button rules are outlined here. Admins can use the "Get Lead Admin View" under "Leads" to see available leads in the shark tank, providing agency owners with oversight of what sales and telemarketing teams are accessing.
The first rule of the queue excludes any leads with “bad” statuses such as “Closed Lost,” “DNC,” “Bad Contact Info,” “Language Barrier,” “Duplicate Lead,” and “Ineligible” reasons. It identifies leads with past-due appointments within the past 7 days, no call attempts in the last 7 days, and no future calendar events.
The next rule identifies any new or re-applied leads created within the last 7 days that have not been called within the last 30 minutes. This excludes non-internet leads, such as transfers, inbound calls or texts, aged lead sources, and self-generated sources.
This rule queues any leads in the “Contacted: Cool Off” status that haven’t been called in 14 days and lack a scheduled future event.
This rule pulls any leads in the “X-Date Contact in Future” status that haven’t been contacted in 30 days and have no future events scheduled. While this status typically maintains user assignment, any lead without a scheduled event and no follow-up in 30 days will return to the "Get Lead" queue for reassignment and attention.
If a lead has less than 2 call attempts, and there hasn't been any calls in the last 30 minutes, then leads in "Contacted: Call Back" and "Tried to Contact" statuses will be pulled to follow up.
If a lead has between 2-3 call attempts and hasn't been called in the last hour, it will be pulled for follow-up if it is in the "Contacted: Call Back" or "Tried to Contact" status.
If a lead has 4 call attempts and hasn't been called in the last 12 hours, it will be pulled for follow-up if it is in the "Contacted: Call Back" or "Tried to Contact" status.
If a lead has 5-6 call attempts and hasn't been called in the last 3 hours, it will be pulled for follow-up if it is in the "Contacted: Call Back" or "Tried to Contact" status.
If a lead has 7 call attempts and hasn't been called in the last 12 hours, it will be pulled for follow-up if it is in the "Contacted: Call Back" or "Tried to Contact" status.
If a lead has 8-9 call attempts and hasn't been called in the last 3 hours, it will be pulled for follow-up if it is in the "Contacted: Call Back" or "Tried to Contact" status.
If a lead has 10-18 call attempts and hasn't been called in the last 12 hours, it will be pulled for follow-up if it is in the "Contacted: Call Back" or "Tried to Contact" status.
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Once a lead reaches the "Quoted" stage, it becomes the exclusive property of a sales representative and is removed from the "Get Lead" button. These prioritized leads move to the "Leads" dropdown, where sales reps can follow up using specific views: a dial queue view, a quoted view, and a pipeline view. These views help sales reps focus on leads closest to closing.
Additionally, the "All Leads" view can be filtered to meet specific needs. Depending on your user role, this view may show only the leads assigned to you. However, users with higher permissions, like agency owners, can see all leads regardless of assignment.
The dial queue view provides timely prompts for calling your assigned engaged leads. It displays transfers assigned by telemarketing, upcoming follow-ups, post-close and bundle opportunities, as well as your hot, warm, and cold quotes. Additionally, it helps you manage follow-ups for future X-dates, ensuring you never miss a crucial touchpoint.
The "My Quoted Leads" view displays all your quoted leads, organized by status: hot, warm, and cold. Each section is sorted by total call attempts, in ascending order, ensuring you can quickly prioritize and follow up on the leads you’ve called the least. This helps you maximize your efforts on promising opportunities and improve your chances of closing deals.
Once a lead reaches "Closed Won" status, it converts from "Leads" to "Clients," allowing you to track all your closed deals in one place. The "Closed Won" prioritized view sorts all closed clients by conversion date, ensuring you can easily review your most recent successes and manage ongoing client relationships effectively.
In addition to best practice calling cadences, Shape also offers drip campaign automation that you can enable. The system includes expertly crafted, insurance-specific content designed to enhance your follow-up efforts. You can choose from email and text campaigns, as well as email-only options, depending on your agency's regulations regarding texting. These drip campaigns are fully customizable to suit your needs. Many campaigns also incorporate your booking link, such as Calendly, providing leads and customers with another way to contact you. Simply add your booking link to your user profile, and the system will automatically populate the links from there.
Shape has been an incredible company to work with. As an insurance agent, there has been nothing like it. Their team is responsive, they’re continuously building and developing the platform, and they’re open to working with you to achieve your goals.
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