This guide will walk you through the "Marketing Results" dashboard to help you effectively track, schedule, and convert leads within LeadSeed.

Two Ways to Book a Meeting

In LeadSeed, an appointment can be generated through two distinct channels :

• SDR/Prospect-Led (Front-end): A meeting can be scheduled directly by the client or prospect while they are completing their online assessment or evaluation (if the feature is enabled).
• Team-Led (Back-end): Your team can manually schedule or update a meeting directly within the "Marketing Results" view in the LeadSeed backend.

Monitor Your Conversion Funnel

Start by reviewing the top KPI tiles to understand your campaign's performance:

• Qualified Leads: Track the total volume of leads identified (MQL + HMQL + SQL + Unknown).

  • It doesn't count "Rejected" and "Not Considered" (Tests)

• Meetings Booked: Monitor your conversion rate.

  • A low percentage here compared to "Reports Generated" indicates a need for more proactive outreach.

• Reports Generated: Identify how many prospects have engaged with the personalized report and are ready for a demo/sales call.

Identify High-Potential Leads

In the results table, prioritize your actions by looking at two key columns:

• Asset Status: Look for "Report" status.

  • This indicates the prospect has finished the assessment, and downloaded the report and has a high level of intent.

• Sync Status: If you have setup integration to your systems, ensure the status is "Success."

  • This means the lead data is already available in your Marketing Automation Tool or CRM for the sales team.

Schedule and Manage Appointments

Note: This step requires a Customer Admin role to edit/update Appointment column

To book a meeting or update its progress (if booked during the questionnaire completion), focus on the Appointment and Lead Status columns:

1. Set the Date: Click on the "Appointment" cell for a specific lead to select the date and time of the scheduled meeting.

2. Lifecycle Stage: The "Lead Status" will automatically update to reflect the current state:

   • Booking: The meeting is scheduled.

   • Meeting Done: The appointment has taken place.

   • Validated: The meeting was successful and is moving forward in the sales cycle.

   • Reschedule: Action is needed to pick a new date with the prospect.

   • Rejected: The prospect was rejected by your customer or your sales.

Document Qualitative Insights

Data doesn't tell the whole story.

Use the "Comment" column to add crucial context for the Sales or Marketing teams:

• Note specific pain points mentioned during the booking call.

• Mention timing constraints (e.g., "Budget review in 2 months").

• Note rejection reason.

• This ensures a smooth handoff between SDRs and Account Executives.

Export individual or consolidated data

If you want to go further with your Data...

Use the "Download Results" or "Download Consolidated Report" buttons on top right of the view:

• "Download Results" will allows you to export all context and answers of all individual results for a given assessment.

• "Download Consolidated Report" will allows you to export consolidated data as an editable report (PowerPoint format)

Note: You can select either to download all consolidated data for a given assessment (all campaigns), or export only consolidated data for a given campaign of an assessment.

Quick Role Reference

• Marketing / Sales Roles: Can view all KPIs and lead details to monitor campaign ROI and has the authority to update asset and lead statuses.

• Customer Admin Role: Has the authority to edit appointments, update asset/lead statuses, and add comments.