Lead scoring helps prioritize prospects by assigning value based on what you consider to be the most important aspects for your business. With Mobilo AI, you can create your Ideal Customer Profile to assign a score to the leads you collect and personalize outreach, shorten sales cycles, and improve conversion rates.
In 10 simple steps, you can set up your Ideal Customer Profile and get your leads scored:
Step 1: Log in to app.mobilocard.com or log into the mobile app on your phone. Once you're logged in, click on the "Leads" tab, and then click on "Score leads with AI".
Step 2: Mobilo AI will scan the internet to create a standard ICP for you. You will be able to customize it through the next steps.
Step 3: Mobilo AI has created a description of your company. Review it and adjust it as needed.
Step 4: Select your market and type of customers.
Step 5: Select one or several industries where your ideal customers work on.
Step 6: Select your ideal company's size based on the approximate number of employees.
Step 7: Describe 3 pain points your customers regularly experience.
Step 8: Select your company location.
Step 9: You're almost there! Mobilo AI is creating your ICP.
Step 10: Review a few test profiles and evaluate if they will be a good match for you by giving them a thumbs up or down.
And that's it! your ICP is set, and now we will score all of your existing leads to match the criteria of your ICP.
Once the leads are scored, you will see the respective Score on the "leads" tab of the app. The higher the score, the better the match!
You can also edit your ICP at any time by clicking on "Update your ICP".
Lastly, if you click on any of the leads, you will see an explanation of the score they got, and you will have the option to follow up with them via phone, text message, or email.
DISCLAIMER:
*If your company does not allow the use of AI for your team, kindly contact us at support@mobilocard.com so we can turn the feature off for your whole organization.
**Mobilo AI is a beta feature and may occasionally experience interruptions or inaccuracies. Please review the information carefully before use.
Have questions? Our team will be ready to assist. Feel free to contact us at support@mobilocard.com.
Happy Networking!