Glossary
Conversion process
A step-by-step process for achieving your conversion goal.
The conversion process is the step-by-step process you follow to achieve your first conversion goal.
For example, a web developer’s final sales goal may be to sell websites. But their first goal, or conversion goal, may be for leads to schedule an introductory call. The conversion process outlines exactly what actions the sales team should take (and when) to convert these leads to an introductory call.
Conversion processes are best for inbound leads, which have shown interest but need to be guided (and reminded) to the convert to the first step in the sales process.
For example, a web developer’s final sales goal may be to sell websites. But their first goal, or conversion goal, may be for leads to schedule an introductory call. The conversion process outlines exactly what actions the sales team should take (and when) to convert these leads to an introductory call.
Conversion processes are best for inbound leads, which have shown interest but need to be guided (and reminded) to the convert to the first step in the sales process.