FAQ

Frequently Asked Questions

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LeadJen sales executives are considered a shared resource and generally manage multiple client campaigns.  

LeadJen has successfully represented over 600 clients since 2004. For the majority of these accounts, we have used Salesforce.com. Our system is highly configured to fit both us and our clients’ needs. In addition, we hold all our clients’ data in a highly secure fashion and do not offer clients access to our instance of Salesforce. However, we provide a robust set of reports via email that will give you and your organization visibility into the success of the campaign.

We strongly recommend operating out of our instance of Salesforce to ensure the success of your account. Over two decades, we have refined our approach to data, sales enablement tools, reports, dashboards, and more. Our familiarity with Salesforce allows us to set up campaigns rapidly provided we use our own tools. Unfortunately, working out of clients CRMs have brought significant learning curves in setting up and optimizing our campaigns. As our clients often come to us for speed, we strongly encourage working out of our CRM.

We understand that calling on the most relevant prospects as quickly as possible is urgent. LeadJen’s client lists are loaded in the order that they are received in. Clients can expect them to be available for calling and emailing within 3-4 business days.

Our standard client engagements do not include integrations to our clients’ CRMs or marketing automation systems (Pardot, Marketo, HubSpot, etc). Integrations are potentially available pending additional scoping and costs.

LeadJen utilizes a sales acceleration technology called FrontSpin for our email and call cadences. FrontSpin connects with our clients’ email accounts to send automated emails on behalf of the sales executive. Generally, the connection is seamless (especially when clients use Gmail and Office 365).

Clients who use a different email or have unique security protocol may require technical resources on the client’s side to provide assistance. As FrontSpin and LeadJen both ensure compliance with CAN-SPAM and additional regulations, clients that are new to marketing email campaigns will be adjusted to prevent spam flags.

LeadJen is an authorized reseller with Zoom Information. Opting into our monthly $250 Data Fee will allow us to build you a lead list based around your ICP. Our standard practice is to provide our clients with data that has been curated and resulted in qualified meetings. Per our agreement with Zoom Information, we can discuss selling this data directly to our clients.

During our onboarding process, you will be assigned a LeadJen sales manager who schedules and hosts weekly calls with the main points of contact. During the weekly call, topics discussed include:

  1. Dashboard and reports metrics
  2. Feedback from weekly activities & objection responses
  3. Updates on company, products, or services
  4. Prior appointment feedback
  5. Objection handling and trends

What are the expectations of qualified appointments each month? Throughout your relationship with LeadJen, you will hear the phrase “Definition of Success”, by which we mean how your company determines the success of our campaign. Our leads and appointments must generate revenue and produce a ROI. For appointment setting services, LeadJen can only control offering a specific number of qualified appointments on your sales teams’ calendar to build your sales funnel.

A Do Not Call list, or a DNC list, is a list of companies or contacts you designate us never to contact. This list should include current clients, companies, or organizations that should not be connected with.

The addition of new clients and opportunities can change who is added to this list. In this instance, we ask our clients to maintain a master copy of their DNC list and send it to us as needed.

LeadJen requires appointment feedback for several reasons, the most important of which being to ensure the appointments that we set on your behalf are top quality and generate revenue. Additionally, we are always looking to improve our efforts, and your feedback greatly assists in this process. In some cases, held appointments make up our financial agreement. What constitutes as a qualified appointment varies from client to client, thus it is crucial that we ask if sales is pursuing a lead or not.

At the beginning of each client launch, time is of the essence. We work hard to rapidly scale to your needs, as we work to leverage your instance of Salesforce, sales acceleration tools, Zoom Information’s data and tool sets, and more. These processes generally take a little over a month to work out all of the issues, but most clients should expect appointments during this period of their campaign.

LeadJen strives to be an extension of our clients’ sales teams and our intention is to be a meaningful longtime partner. If we do not hit expectations, we do not anticipate to be employed for long. Our agreements are created to allow our clients the ability to terminate our services by providing a 30-day written notice. 

If our relationship is terminated, LeadJen will bill for the scheduled appointments that are set to hold the month after our termination month. All appointments set after the first month post-termination will remain on your team’s schedules, but will not be billable.

Touch cadences are a series of communication points (phone calls, emails, voice mails, social touches) that follow a preset timeline and path. Touches are key to our campaigns’ success, as they eliminate and automate many administrative tasks that might take up an SDR’s workday. We rely heavily on sales technology to follow cadences and create playbooks.

Our sales operations depend on understanding what messaging will resonate with prospective clients to bring them from “unaware” to “interested”. Part of our onboarding includes working through a call to build out this playbook.

A messaging playbook includes call scripts, email templates, and objection rebuttals.

This process is collaborative between our teams and typically requires a few revisions to ensure we have the best messaging.

We pride ourselves as being a tremendously flexible solution for our clients when it comes to campaign lengths. LeadJen allows organizations to grow or shrink/pause our relationship based on their company’s needs. In order to offer that level of flexibility, our payment system must be clean and concise. We recommend payment via credit card and ACH payments.

The receipt of timely payments ensures that there are no gaps from a support standpoint on LeadJen’s side. A Credit Card Authorization Form is included in our contracts. Client credit cards are charged on the 1st of each month.