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How to Respond to a Lead on VenueBook

Posted by Lyssa Test on Jul 19, 2017 2:04:45 PM
Lyssa Test

Now that you’ve made it to VenueBook, it’s probably a good time to figure out some of the ins and outs of our site. So let’s start with the beginning: how do you respond to a lead when you get one?


When you receive a lead, you’ll be notified via email. Upon signing in, you’ll see that new lead in your
Dashboard. To learn more about this proposed event, click the lead and read the sidebar that appears. Clicking Client Request will also provide you with more event details.

 

Dashboard - VB leads quickview

From the Dashboard you can Accept or Decline leads and view the Client Request in further detail.

 

Once you’ve read over the event and you have a good idea of what the client needs, it’s time to Accept or Decline. Don’t you fret, “Accepting” doesn’t mean you’re officially taking on this event. By accepting, you’re opening a line of communication between you and the prospective client. You can message the client directly or, better yet, shoot them a proposal based on their initial requests!


If you’ve already decided that the event isn’t a good fit, you can Decline the event. You’ll be asked to select a reason why so we don’t leave the booker in the dark.


You have 3 business days to take an action (Accept or Decline) before your lead expires. Once it’s gone, it’s gone. No takebacks. Failure to take an action will impact your response rate which is visible to the client and will hurt your chances of receiving leads.


After Accepting a lead, we require you communicate through our messaging platform with your prospective client. You can send a new message by clicking View Message and then selecting Reply or New Message. Here's a video to walk you through the steps again: 

 

After you’ve communicated with the booker and have a better idea of what the client is looking for, it’s time to send a proposal! Users come to our site for this exact thing to make a decision and book the event as fast as possible. The faster you send a proposal, the more likely your event is to book. Use our proposal editor to add/edit/delete items and then sign and send!

 

Well, there ya have it. A step-by-step guide on how to respond to a lead on VenueBook. Hopefully this clears things up a little! To try responding to a lead for yourself, click the button below to view your Dashboard:

 

Try Now!

 

 Or check out our other helpful articles on how to message a client!

Topics: For Venue Managers