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  • Marketing-Sourced Leads Management Policy (31-May-2023) Signed

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    Jellee Mendoza
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    Marketing-Sourced Leads Management Policy (31-May-2023) Signed Copy

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    9 views5 pages

    Marketing-Sourced Leads Management Policy (31-May-2023) Signed

    Uploaded by

    Jellee Mendoza

    Copyright:

    © All Rights Reserved
    Download as PDF or read online from Scribd
    Flag for inappropriate content
    of 5
    = El emmer MARKETING-SOURCED LEADS MANAGEMENT POLICY 1. omsecnve Santos Koioht Frank isn the sarin business, whlon maane tha te tne of saree ausy — Responsiveness, Relabiy,Erpay, and Assurance ms alvays ude dedlon an sens cute “The sso is Wavrarg Loads Wanagemed Poy sa erBlh a shuckxred and oon pocass {ormanagng leads yahinScosKaight Frank end ence tet ur bine dovsogmont ens aoner® {aie tents ofserce dvery Ths potcy sims svearina ead goreraon,qulteaton, aesiran, follweup,convraon, account managemert endorser, and acing I. scope “Thi potty apts to Al Buses Lines Involve in lead management cities. DEFINTIONS +a Ay covenant srt Sais Kit Frnt merece: Grey, hee srebusiees tur, + Lee rau tat mah Santos Koh Fess amet mares ae at my cy rat be dy {boy Seo cmetaton of ead se Ms andor + ring eto ies (Ma) - Ingles et hve Been quate by marine otery nave ‘cde Sas tng ra tones renie or fenee Mt Wake wea [neste nen om tre ented mo Seton gn rank oad not sytenon t (Hbepr), anes cal racy poy + Seeettins Oty te Pa hare bree te ses nett s + Tinarund ne — The accpabie maxon eb ih Sano Kg Frvk connate a customer hes dees o hours cag for fen eerste. he Caetoae t Strroend 800 pm be woes IV, MARKETING-SOURCED LEADS MANAGEMENT PROCESS. fein Geemien —— Marerng a Gormunesins ‘[leb Scan | Mstang an conmuncaion si endssenet | a ae Sonn get Cote of Condit | Busine inet (sed -awp nies ies sed conerson | Bienes sa Tsing yt —[ norman on Techy 4 Inguty Generation: 1 Je Maag sn Sonmuncaons tea nt gro of ies ate Pong tons ‘Sanne such as aevertamente, cote marge 1.2 nguies are calected tough website ors, lansing pages, m8 mes. or aver lad capture Trade Lees the have agrees to subscribe a Sartor Knight Francs eesti are ered Ino te companys lead rrr system. Treetueticiemeeternaete rar tomcat mento peg ay 7 sei mins fe | Sees BS fae mecatan metry [PT 2. Lend Quaifestion 21 The Marketing and Communica team evaluates snd quaes ques based on pretined 22 Qualted inquires hat may nave need fo Stes Knight Franks serves nw orn the te are fenctern caogezed as MALS (Markeng Gusifed Lases), They se eaegoraod baved on ther ‘eve ners and vegans to gage Win th fs tar 3. Land Endorsement 3.1 Mos that ave immetiate nea wl be ransfred by the Maret and Corunetons tam fo the Sales or court Management eas fe fret acen, '32.The nmaten Techosagy eam erates the smoot Wane olesd dts to he sppropdate eer crindweha {1.3 Business Lines ware wh he Marating and Communications team onthe procass of endorng aus 4. Agent Code of Conduct: 44:1. partotte endorsement ross, he Business Line Account eams ensure thatthe agent lr ‘code of conduct ‘42, , seo nes ete etc! sansa and gues rapes pectin Sarton Kt 5. Lead Followup 5:1 Te Busines Line Account ears nite contac wn be seigned MOL whine agreed upon lumaroua ime of at eas hours fom te time of endorser eu 5:0 pr) Some Suess Une toes nay regu eshose aroun of mara ee 52 Te sales oorinator or agent must actnovledpe te endorsement vis eal and copy fish he Nanaing & Communeatons Team (ckaarisisam@asnies ingifarkpn) sous eee of he ‘snorsemert. This ia erat fom De Business ine must coiam Ce) Ackneviadoment of the ‘Snorsement end 2) the next stops. These ar al iportant in reer tse expectation wah he Cent ‘Eid provide assrance al tha company Is most wing osaess ee needs 53 Ome forms of engage and communication such as further ema phone cals, and meetings ‘nay be conducted hut looping Markeng& Communications Team PROVIDED ttm 5:2 has Seen lowe, 6 Lead Conversion: 6.1. The Busines Line ea wok tard qualyng the MOL ther MGs with ineesite meade now Sndwnch canbe adsressadby he Busnes Lne bacon sale lied cass (S03) and whch ave {heninputed ro jb Iss a sles pees 152 Thor provide proausericeinfrmaton,aderess any concems negette deals, and utmately oe sles. 183 Once an SOL is surcesfy conver updstg inthe ka management system an Ssiestoce, 7. Lead Tacking and Reporting Systm: ‘ments farmer sce rn ae Os UNed wae cag SONS ME Knight fase ls = a sas 71 Th nemation Teemoloy Onparnent erates Lead Tracking Management yen opt 112 The syst inudes a abe famat to wack and manage ade, caping lead cea, satnes, onac tes low-up datos, roe and OR code or ean ecoas- ‘Lead Management Systm (obo creat by example 21z5-0001_[ reve, 2025 0003_| Werte = 1 2125-0008 | Reel V. RESPONSIBILITIES Marketing and Communications Department: + Prove caste ar mater for ea mung Generate nauines ana uty ngies to Mes {Taner quail iodo Sle or Aeceur Management teams waa accepable tmaround tine AU Businges Lines: + Folow uo wth assigns ead ar rust rlatonstps. Converted into somes. {Manage the endorsement process and erawe gen aon he cade of conduct Information Technology Department: + Greats and mahiin he Load Tracing Menagement esto or pra 1 Ensure smoot vance of'ead dala beeen Septet ‘VL COMPLIANCE ‘At Business Line Leaders are responsible for ansurng compliance wi his Leads Management te wt thr respective team 1+ Regular mentorng and reporeng wil be conduct to assess the elcbvaness ofthe leads ‘anegemnart proce, ‘+ Ary dovatens or ssues should be repoted and adsense romp, VILIMPLEWENTATION AND MONITORING ‘AlBusiness Line Leaders must ener the implmerson and ontoing cf the Leads Management errecriry ‘Thi poy wilt eect odsy vo 9 088 ‘scene rere popes Kg rare nnn tn a ny Cosas Lt ea nce ak onan roma Sg maomere Sf wbt SEE, cnmntne Prepared by: Cer” ee omnes swwnere fol. Men se “Approved by? ae Z Ot, tna afr or coat tn ts Ect on Unreal chest enn hesnane Soo a |S somes] SS a Lead Endorsement and Agent's Code of Conduct Form hereby acknowledge and accep he tre cxinad inthe Agent's ‘a of Canavan or romresentra Santo Kitt Frank undated hl aohereres to hare Principles and guidelines is essential for maintaining th intgrty and reputation a the compat, Professionalism and Ethics | wit conduct myseF in professional manner and-adhere to the highest ethical standards when Interecting wit cents, coleagues, and te pub. [ll respec the confidentiay of cent information and ensure ts secure hencling and protection ‘Compliance wih Laws and Regulations: |Lwal comply with all appcable laws, regulatons, and Industy standards related fo my role and responstaiies | stay updated on any changes or updates to relevant laws and regulations that may impact my work Honesty and Transparency wl prove accurate and ruthulnvormaton to lent, svoxding any misrepresentaionoalse alms ‘bout Sanios Knight Fran’ services, {wil prompt cscose any confi ef rtrest that may aris nthe course of my work Customer Service Excellence Li stve to provide exceptional customer seve, promply addressing cient inquiries, concerns, and teosbeck. Tl ensure a postive and respectful exptionc for cl on ust and satstacton $s, fostering longterm elationships based borat | wil actively colaborate wi coleagues and team members, prometing a Supportive and inclusive ‘wort envrenmen [al share knowfedye, best practices, and insights to contibute tothe susces ofthe team and Santos Knight Frank as a vhele By signing below | seknowiedge thal have rexd, understood, and agree to abi bythe principles ‘and guideines sei forth In thie Code of Conduct | understand thet any vilaton mey roeut Ih

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