How to Organize Your Lead Calling Process (And Stop Losing Track of Prospects)
Most franchise consultants hate lead calling. They put it off, make excuses, or do it badly when they finally pick up the phone. But here's the truth: good lead calling separates successful consultants from those who struggle to fill their pipeline.
The problem isn't that calling doesn't work. The problem is most consultants don't have a system for organizing and tracking their leads.
Why Most Lead Calling Fails
No Organization: Your leads sit in spreadsheets, sticky notes, and random lists. You waste time figuring out who to call and what you talked about last time.
No Follow-Up Plan: You call once, maybe twice, then give up. But your best prospects need 7-12 contacts before they're ready to talk.
No Call Planning: You wing every conversation and hope for the best. Then you wonder why prospects don't move forward.
No Tracking: You can't remember what you discussed, when you last called, or what should happen next.
Sound familiar? This is exactly why you need a proper system.
Before You Pick Up the Phone
1. Know Your Lead Source
Where did this lead come from? (LinkedIn, referral, website, etc.)
What do they already know about you?
What content have they seen?
2. Review Their Background
What's their current situation?
What are their goals and concerns?
What franchises might fit them?
3. Set a Clear Goal
What do you want to accomplish on this call?
What's the next logical step?
How will you know if the call was successful?
During the Call
Opening (First 30 seconds)
Reference how you connected
Acknowledge their situation
Set expectations for the call
"Hi Sarah, this is Andrea from VDFY. You downloaded our franchise guide last week and said you're exploring opportunities after your career change. I wanted to see how your research is going and answer any questions. Do you have a few minutes?"
Discovery (5-10 minutes)
Ask about their goals and timeline
Understand their concerns and challenges
Learn about their experience and skills
Find out their investment capacity
Qualification (3-5 minutes)
Confirm they're serious about franchising
Verify they have the money
Understand how they make decisions
Spot potential red flags
Next Steps (2-3 minutes)
Suggest the logical next step
Get specific commitment and timeline
Schedule follow-up in your calendar
Send confirmation materials
After the Call
Document Everything (within 5 minutes)
Call outcome and key points
Their main interests and concerns
Next scheduled action
Personal notes for future calls
The Lead Calling Framework That Works
Follow-Up Actions
Send promised materials right away
Schedule next contact
Update lead status and priority
Set reminders for future actions
Why You NEED a CRM for Lead Organization
Managing leads without a CRM is like running a franchise without systems. It might work when you're small, but it becomes impossible as you grow.
What Happens Without a CRM
You forget to call good leads
You can't remember previous conversations
Prospects slip through the cracks
You waste time searching for information
You look disorganized to prospects
You miss opportunities for follow-up
What Changes With a Good CRM
Every lead gets tracked and organized
Call history is always available
Follow-ups happen automatically
You look professional and prepared
Nothing falls through the cracks
You can grow your business with confidence
Why PointB CRM Is Built for Franchise Consultants
Most CRMs are generic tools that force you to change your process. PointB CRM is different. We built it specifically for how franchise consultants actually work.
Pre-Built for Your Process
Lead Capture: Automatically grabs leads from your website, LinkedIn, and referral sources. No manual typing required.
Franchise-Specific Fields: Track investment level, franchise preferences, timeline, and other data points consultants need.
Automated Follow-Up: Pre-built email and text sequences designed for franchise prospects. No more wondering what to send next.
Call Management: Organize your lead information, track call history, and schedule follow-ups. Everything you need to stay organized when calling.
Features That Make Lead Organization Easy
Smart Lead Priority: The system helps you see who to call first based on engagement, timeline, and how qualified they are.
Automatic Documentation: Track call outcomes and update lead status to trigger next actions.
Pipeline Management: Visual pipeline shows exactly where each prospect stands and what should happen next.
Built-In Calendar: Schedule calls and follow-ups right from the lead record. Keep everything organized in one place.
Automation That Actually Helps
Email Sequences: Pre-built nurture campaigns that educate prospects while keeping you top-of-mind.
Text Follow-Up: Automated text reminders for appointments and follow-ups.
Task Management: Automatic reminders so nothing gets forgotten.
Reporting: Track your lead activity, follow-up patterns, and pipeline organization.
How PointB CRM Helps Franchise Consultants
PointB CRM is designed specifically for franchise consultants who want to organize their lead management and calling process more systematically.
Why This Investment Makes Sense
Time Organization: PointB handles the administrative work of tracking leads, scheduling follow-ups, and organizing information so you can focus on conversations.
Professional Setup: Having organized lead records and automated follow-ups helps you appear more professional during prospect interactions.
Growth Support: As you handle more leads, PointB scales with you without requiring additional manual work.
Consistency: The system helps you maintain regular contact patterns and follow-up schedules.
Information Access: All your lead information, call history, and next steps stay in one organized place.
Common Questions About PointB CRM
"Can't I just use a spreadsheet?" Spreadsheets work for basic tracking, but they don't offer automated follow-ups, lead prioritization, or integrated communication tools that help with systematic lead management.
"Is it hard to learn?" PointB is designed to be simple and intuitive. The setup service includes training to help you get familiar with the system.
"What if I don't like it?" No long-term contracts. You can cancel anytime if it doesn't fit your needs.
"Do I really need the setup service?" The setup service configures everything specifically for franchise consulting and includes training to help you get started quickly.
Ready to Organize Your Lead Management?
PointB CRM provides the organization and automation tools that franchise consultants use to manage their leads and follow-up systematically.
Get Started with PointB CRM Today
Choose Your Option:
👉 Our monthly plan starts at $149
👉 One-time CRM customization & setup for a one-time $1,499
👉 Or get a full, done-for-you setup + digital marketing support for a monthly $1,799
Invest in the tools that help you organize leads professionally and systematically.
