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Sample Lead Generation Report

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Sherri Orwick Ogden
Sherri Orwick Ogden

This report summarizes the results of a direct mail lead generation campaign: - Over 2,900 records were received and scrubbed, with around 2,500 receiving direct mail - The company made contact with approximately 1,400 recipients, generating around 150 leads - Multiple breakdowns and statistics are provided on contact rates, lead generation rates, and other key metrics

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Lead Generation Report Rightsource Post Mail Follow Up 1. Total # of Records Received from Client: 2913 2. Total # of Companies Receiving Direct Mail: 2495 85% * 3. Total # of Companies Martopia made contact with: 1405 56% ** Breakdown Last Event # of Companies Made Contact 169 (see “A.” below) Not at this Time 108 Not Interested 772 Not Qualified 170 Returned Call to Rightsource 198 Total 1405 4. Total # of "Qualified" Companies Martopia made contact with: 1235 45% *** 5. Total # of Leads: 157 13% **** * Total # of Companies receiving direct mail divided by the Total # of Records Received from Client ** Total # of Companies Martopia made contact with divided by the Total # of Companies Receiving Direct Mail *** Total # of "Qualified" Companies Martopia made contact with divided by the Total # of Companies Receiving Direct Mail **** Total # of Leads divided by the Total # of "Qualified" Companies Martopia made contact with A. Represents Cool and Cold leads, Requested More Information, Martopia turned Follow Up Call over to Rightsource, etc.
Lead Generation Campaign Summary Prepared for ABC Company May 28, 2010 A. Total # of Records Received: 2913 C. Total # of Mailers Sent 2495 B. Total # of Records Scrubbed: 2913 E. Total # of Companies Reached 1405 C. Total # of Mailers Sent 2495 D. Total # of Companies Not Receiving Mailers 418 F. Total # of Companies Not Reached 1090 H. Total # of Leads: 157 1. Records Scrubbed 100.00% 2. Total # of Mailers Sent 85.65% 2913 2913 2913 2495 3000 3000 2000 2000 418 A 1000 B 1000 0 C 0 D B. Total # of C. Total # of Di- D. Total # of A. Total # of B. Total # of Records rect Mailers Sent Scrubbed Records Received Records Scrubbed Scrubbed Records Unquali- from Client or List fied to Receive Broker Direct Mail 3. Total # of Companies Reached 56.31% 4. Total # of Leads 11.17% 3000 2495 3000 2000 C 1405 1090 2000 1405 1050 E F 1000 157 1000 E G H 0 0 7 C. Total # of Direct E. Total # of F. Total # of E. Total # of G. Total # of H. Total # of Mailers Sent Records Where Records Where Records Where Contacted Leads Phone Contact Phone Contact was Phone Contact Companies, No Accomplished Unsuccessful Accomplished Leads
Sample Lead Generation Report
Statistical Report Prepared for RightSource May 28, 2010 A. Total # of Records Received from Client or List Broker 2913 B. Total # of Records Scrubbed 2913 100.00% C. Total # of Direct Mailers Sent 2495 85.65% of records scrubbed D. Total # of Scrubbed Records Unqualified to Receive Direct Mail 418 14.35% Total # of Records Where Phone Contact Attempted 2495 100.00% of records qualified to receive direct mail E. Total # of Records Where Phone Contact Accomplished 1405 56.31% F. Total # of Records Where Phone Contact was Unsuccessful 1090 43.69% G. Total # of Contacted Companies, No Leads 1050 74.73% of companies contacted H. Total # of Leads 157 11.17% I. Returned Call to Rightsource (Partial number provided to Martopia from Rightsource) 198 14.09%
Lead Generation Pre-Scrub Summary Prepared for RightSource May 28, 2010 1. Total # of Records Scrubbed 2913 85.65% 2913 2913 3000 2000 A A B 1000 0 A. Total # of Records B. Total # of Records Received from Client Scrubbed A. Total # of Records Received from Client 2913 B. Total # of Records Scrubbed 2913
Lead Generation Mailer Summary Prepared for RightSource May 28, 2010 2. Total # of Mailers Sent 85.65% 2913 2495 418 B. Total # of Records C. Total # of Mailers Sent D. Total # of Records Not Scrubbed Receiving Mailers B. Total # of Records Scrubbed 2913 C. Total # of Mailers Sent 2495 D. Total # of Records Not Receiving Mailers 418 Breakdown of D: Did not meet client criteria 32 Disconnected 65 Incorrect Number 16 Left Message for Contact 6 No Answer 74 Not Interested 185 Phone Busy 20 Would not provide info 20
Sample Lead Generation Report
Lead Generation Companies Not Reached Prepared for RightSource May 28, 2010 3. Total # of Post Mail Follow Up Calls - Companies Never Reached 43.69% 2495 1405 1090 C. Total # of Mailers Sent E. Total # of Companies F. Total # of Reached Companies/Contacts Never Reached C. Total # of Mailers Sent 2495 E. Total # of Companies Reached 1405 F. Total # of Companies/Contacts Never Reached 1090 Breakdown of F: Client Attempting to Contact 17 (Indicated Rightsource had already made contact) Disconnected 4 Left Message for Contact 999 No Answer 64 Phone Busy 6
Sample Lead Generation Report
Lead Generation Companies Contacted Prepared for RightSource May 28, 2010 4. Total # of Post Mailer Follow Up Calls - Companies Reached 56.31% 2000 1405 1050 1000 157 198 0 E. Total # of Companies H. Total # of Companies - I. Total # of Companies - Re- G. Total # of Companies - No Reached Leads Generated turned Call to Rightsource Leads Generated E. Total # of Companies Reached 1405 H. Total # of Companies - Leads Generated 157 I. Total # of Companies - Returned Call to Rightsource 198 (Partial number provided to Martopia from Rightsource - Client to give Feedback) G. Total # of Companies - No Leads Generated 1050 Breakdown of G: Did not meet Client Criteria 170 Not Interested 772 Not at This Time 108
Sample Lead Generation Report
Lead Nurturing Summary Prepared for RightSource May 28, 2010 Lead Nurturing Capability 40.41% 2913 3000 2000 A 1177 1000 0 A. Total # of Records Scrubbed B. Total Number of Nurturing Candidates or Prospects A. Total # of Records Scrubbed 2913 B. Total Number of Nurturing Candidates or Prospects 1177 Breakdown of B: Left 3 Messages with Staff 372 No Answer - 3rd Attempt 27 Left 3 Voice Messages for Contact 601 Not available - no message left 3rd attempt 35 Not at this time 49 Not at this time - Requested Future Follow Up 59 Phone Busy - Third Call 6 Left Message on Answering Machine 28 Total Number of Nurturing Candidates or Prospects 1177

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Sample Lead Generation Report

  • 1. Lead Generation Report Rightsource Post Mail Follow Up 1. Total # of Records Received from Client: 2913 2. Total # of Companies Receiving Direct Mail: 2495 85% * 3. Total # of Companies Martopia made contact with: 1405 56% ** Breakdown Last Event # of Companies Made Contact 169 (see “A.” below) Not at this Time 108 Not Interested 772 Not Qualified 170 Returned Call to Rightsource 198 Total 1405 4. Total # of "Qualified" Companies Martopia made contact with: 1235 45% *** 5. Total # of Leads: 157 13% **** * Total # of Companies receiving direct mail divided by the Total # of Records Received from Client ** Total # of Companies Martopia made contact with divided by the Total # of Companies Receiving Direct Mail *** Total # of "Qualified" Companies Martopia made contact with divided by the Total # of Companies Receiving Direct Mail **** Total # of Leads divided by the Total # of "Qualified" Companies Martopia made contact with A. Represents Cool and Cold leads, Requested More Information, Martopia turned Follow Up Call over to Rightsource, etc.
  • 2. Lead Generation Campaign Summary Prepared for ABC Company May 28, 2010 A. Total # of Records Received: 2913 C. Total # of Mailers Sent 2495 B. Total # of Records Scrubbed: 2913 E. Total # of Companies Reached 1405 C. Total # of Mailers Sent 2495 D. Total # of Companies Not Receiving Mailers 418 F. Total # of Companies Not Reached 1090 H. Total # of Leads: 157 1. Records Scrubbed 100.00% 2. Total # of Mailers Sent 85.65% 2913 2913 2913 2495 3000 3000 2000 2000 418 A 1000 B 1000 0 C 0 D B. Total # of C. Total # of Di- D. Total # of A. Total # of B. Total # of Records rect Mailers Sent Scrubbed Records Received Records Scrubbed Scrubbed Records Unquali- from Client or List fied to Receive Broker Direct Mail 3. Total # of Companies Reached 56.31% 4. Total # of Leads 11.17% 3000 2495 3000 2000 C 1405 1090 2000 1405 1050 E F 1000 157 1000 E G H 0 0 7 C. Total # of Direct E. Total # of F. Total # of E. Total # of G. Total # of H. Total # of Mailers Sent Records Where Records Where Records Where Contacted Leads Phone Contact Phone Contact was Phone Contact Companies, No Accomplished Unsuccessful Accomplished Leads
  • 4. Statistical Report Prepared for RightSource May 28, 2010 A. Total # of Records Received from Client or List Broker 2913 B. Total # of Records Scrubbed 2913 100.00% C. Total # of Direct Mailers Sent 2495 85.65% of records scrubbed D. Total # of Scrubbed Records Unqualified to Receive Direct Mail 418 14.35% Total # of Records Where Phone Contact Attempted 2495 100.00% of records qualified to receive direct mail E. Total # of Records Where Phone Contact Accomplished 1405 56.31% F. Total # of Records Where Phone Contact was Unsuccessful 1090 43.69% G. Total # of Contacted Companies, No Leads 1050 74.73% of companies contacted H. Total # of Leads 157 11.17% I. Returned Call to Rightsource (Partial number provided to Martopia from Rightsource) 198 14.09%
  • 5. Lead Generation Pre-Scrub Summary Prepared for RightSource May 28, 2010 1. Total # of Records Scrubbed 2913 85.65% 2913 2913 3000 2000 A A B 1000 0 A. Total # of Records B. Total # of Records Received from Client Scrubbed A. Total # of Records Received from Client 2913 B. Total # of Records Scrubbed 2913
  • 6. Lead Generation Mailer Summary Prepared for RightSource May 28, 2010 2. Total # of Mailers Sent 85.65% 2913 2495 418 B. Total # of Records C. Total # of Mailers Sent D. Total # of Records Not Scrubbed Receiving Mailers B. Total # of Records Scrubbed 2913 C. Total # of Mailers Sent 2495 D. Total # of Records Not Receiving Mailers 418 Breakdown of D: Did not meet client criteria 32 Disconnected 65 Incorrect Number 16 Left Message for Contact 6 No Answer 74 Not Interested 185 Phone Busy 20 Would not provide info 20
  • 8. Lead Generation Companies Not Reached Prepared for RightSource May 28, 2010 3. Total # of Post Mail Follow Up Calls - Companies Never Reached 43.69% 2495 1405 1090 C. Total # of Mailers Sent E. Total # of Companies F. Total # of Reached Companies/Contacts Never Reached C. Total # of Mailers Sent 2495 E. Total # of Companies Reached 1405 F. Total # of Companies/Contacts Never Reached 1090 Breakdown of F: Client Attempting to Contact 17 (Indicated Rightsource had already made contact) Disconnected 4 Left Message for Contact 999 No Answer 64 Phone Busy 6
  • 10. Lead Generation Companies Contacted Prepared for RightSource May 28, 2010 4. Total # of Post Mailer Follow Up Calls - Companies Reached 56.31% 2000 1405 1050 1000 157 198 0 E. Total # of Companies H. Total # of Companies - I. Total # of Companies - Re- G. Total # of Companies - No Reached Leads Generated turned Call to Rightsource Leads Generated E. Total # of Companies Reached 1405 H. Total # of Companies - Leads Generated 157 I. Total # of Companies - Returned Call to Rightsource 198 (Partial number provided to Martopia from Rightsource - Client to give Feedback) G. Total # of Companies - No Leads Generated 1050 Breakdown of G: Did not meet Client Criteria 170 Not Interested 772 Not at This Time 108
  • 12. Lead Nurturing Summary Prepared for RightSource May 28, 2010 Lead Nurturing Capability 40.41% 2913 3000 2000 A 1177 1000 0 A. Total # of Records Scrubbed B. Total Number of Nurturing Candidates or Prospects A. Total # of Records Scrubbed 2913 B. Total Number of Nurturing Candidates or Prospects 1177 Breakdown of B: Left 3 Messages with Staff 372 No Answer - 3rd Attempt 27 Left 3 Voice Messages for Contact 601 Not available - no message left 3rd attempt 35 Not at this time 49 Not at this time - Requested Future Follow Up 59 Phone Busy - Third Call 6 Left Message on Answering Machine 28 Total Number of Nurturing Candidates or Prospects 1177