How You Can Use This in Notion:

  1. Client Objectives: Input your client’s specific goals and what they hope to achieve with your lead generation efforts.
  2. Description: Explain the key details of each objective.
  3. Your Task: Break down the specific actions or strategies you'll use to meet these objectives.
  4. Timeline/Status: Track deadlines or update the status of each task to keep the pipeline moving forward.

This table will give you a structured way to track the client’s goals and your progress in achieving them. You can easily adapt it to fit your Notion template.

Client Objectives Description Task Timeline/Status
Generate qualified leads for property sales or rentals Increase the number of potential buyers or renters through targeted outreach. Identify target market segments (buyers, renters, investors). Ongoing, Weekly reports on lead count.
Use online platforms and ads to attract leads.
Increase brand awareness in specific locations Focus on building recognition and trust in key geographical areas for property sales. Implement local SEO and geo-targeted campaigns. Monthly SEO review, Ad performance tracking.
Create location-specific content and ads.
Convert leads into active prospects (interested buyers or tenants) Engage with leads to assess interest and move them further down the pipeline. Qualify leads based on criteria (budget, location, needs). Daily follow-ups, Weekly lead qualification report.
Follow up with personalized communication.
Build a long-term pipeline of prospects for future sales Develop an ongoing pipeline that ensures consistent sales leads over time. Set up automated nurturing workflows. Ongoing, Monthly pipeline review.
Regularly engage leads via emails, newsletters, and updates.
Reduce the cost per lead acquisition Focus on reducing ad spend while maintaining lead quality and volume. Optimize ad campaigns, targeting, and bidding strategies. Weekly optimization of campaigns, Quarterly cost analysis
Track conversion rates to improve ROI.
Capture leads for high-value properties (luxury, commercial) Attract high-net-worth individuals or businesses interested in premium properties. Target niche platforms like luxury real estate listings. Ongoing, Monthly review of luxury property inquiries
Tailor campaigns for luxury or commercial buyers.
Increase website traffic and inquiries from interested clients Boost website traffic, leading to higher conversions and more inquiries. Optimize landing pages for lead capture. Ongoing, Monthly traffic report.
Use PPC, SEO, and content marketing strategies to drive traffic.
Enhance the overall client experience and satisfaction Ensure leads have a smooth experience from initial contact to closing. Provide quick, transparent communication. Ongoing, Monthly feedback collection.
Implement feedback surveys and refine the process based on input.