About this track
This track deals with initial contact with your lead. (**NOTE**: any leads obtained in person need to bypass this stage and straight into the "Coach" stage. This stage is for new leads via the GO Form. So if you have an in person contact fill out the GO Form, then be sure once they are assigned to you to place them in the "Coach" stage and process with those tasks.) In the Contact stage, you have two main goals:
1) Make contact with your lead!
1) Make contact with your lead!
- Every new lead should be contacted within 24 hours (there are exceptions, but this is the rule) by phone and email.
- Every new lead will receive 2 phone calls, and 4 emails in total before being moved to the "No Response" category.
- The first email should be immediately after a GO Form is filled out, and this can (should?) be done as an automatic reply.
- The first call with a follow up email (2nd email) should take place within 24 hours of the lead being assigned to you.
- A second call and follow up email (3rd email) after 5 business days
- A fourth and final email after 10 business. In this email, make sure they know the ways they can reach out to you and leave the ball in their court. If no response from the lead after 5 business days from the 4th email, then place lead in the "No Response" stage.
- If at any point above your lead responds, then that completes this task. For example, you make your first call and they answer, or you email and they reply back. Do not continue to follow the 2 calls / 4 email rule. The point is making contact with the lead. Once that is done, move on to the second point below.
- Have an actual conversation with your lead via phone or Teams. Email is great for sharing information and seeking a meeting, but we want verbal conversations with our leads to help us assess where they are.
- In our initial phone or Teams call we have want to accomplish three things:
- Getting to know them - ask about how they came to faith; ask about family; ask about church involvement
- Understand their desire for global mission - ask why they are interested; ask where they are interested; ask if their church/family/friends know about their desire
- WV fit - ask if they affirm our statement of faith; ask if they have been baptized by immersion and if they hold to believers baptism theologically; and ask their view on speaking in tongues (be sure to explain WV's policy that we do not teach the public practice of tongue nor speak in tongues on our teams for unity purposes, but we do allow private prayer language)
- Record your call in the "Notes" section, be sure to add the date the call took place to your notes. (In your notes, be sure to add any areas you will need to follow up with your lead on so you can remember for the next call, if applicable.)
- At this point, your lead will fall into one of three camps:
- Not a fit
- Information only
- Coach
- Based on your assessment and their feedback, move the lead into the appropriate stage of the Mobilization Pipeline.
- If the lead is Information Only, be sure you email any information they were seeking and as always leave the door open for them to reach out to you if they want to connect further.
- If the lead is Coach, be sure you set up the next call with them. Ideal goal is within the next 5 business days, but each lead will determine their best time frame. I encourage you to not let it go longer than a couple of weeks if at all possible.
- If the lead is Not a Fit, then send a follow up email thanking them for reaching out and talking to you, make yourself available if they want to follow up for any reason, and encourage them as they seek to find a good fit.
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