CRM Prospecting

CRM Prospecting

The Prospecting module helps your sales team find and engage new leads systematically.

Accessing Prospecting

Navigate to CRM > Prospecting from the CRM tab header.

Lead Sources

WRRK can capture leads from multiple sources:

• Web Forms — Embed WRRK forms on your website. Submissions create contacts automatically.
• Chatbot Conversations — Leads captured by your chatbot are tagged and routed.
• Email Campaigns — Contacts who reply to campaigns are flagged as engaged leads.
• Manual Entry — Sales reps add leads they find through research.
• CSV Import — Bulk import leads from purchased lists or other tools.

Lead Scoring

WRRK automatically scores leads based on engagement:

• Email opens: +5 points
• Email clicks: +10 points
• WhatsApp reply: +15 points
• Website visit: +3 points
• Form submission: +20 points
• Meeting booked: +25 points

Scores are visible on the contact card and in the Prospecting list. Higher scores indicate more engaged leads.

Prospecting Workflow

1. Identify — Use filters to find high-potential leads (by score, industry, company size).
2. Research — View the contact's timeline and AI insights to understand their needs.
3. Engage — Reach out via email, WhatsApp, or schedule a call.
4. Qualify — Based on the response, move the lead to a deal or mark as not qualified.
5. Nurture — For leads not ready to buy, add to a drip sequence for ongoing engagement.

Sequences

Prospecting sequences automate multi-step outreach:

1. Go to CRM > Prospecting > Sequences.
2. Click New Sequence.
3. Define steps (e.g., Day 1: Email, Day 3: Follow-up, Day 7: WhatsApp).
4. Add contacts to the sequence.
5. WRRK sends messages automatically. If the contact replies, the sequence pauses.

Best Practices

• Focus on high-scoring leads first — they are most likely to convert.
• Personalize outreach using merge fields and AI suggestions.
• Keep sequences short (3-5 steps) to avoid being perceived as spam.
• Review and clean your lead list monthly. Remove unresponsive contacts.