⚠️ MANDATORY: Always ask "How did you hear about us?" and select Source in Shopworks!
📚 Understanding Lead Sources
🎁 Referral
Customer Says:
• "Shawn at Arrow Lumber recommended you"
• "My friend who owns ABC Company said you do great work"
• "Another business in our building uses you"
⚡ IMMEDIATE ACTION: Create WOW Order (Hot Ticket) for thank you tumbler with referrer's logo!
📝 Note: "New Customer X referred by Y - Send tumbler ASAP"
🚗 Drive By
Customer Says:
• "We've been driving past for 10 years and finally stopped in"
• "I see your building on my commute every day"
• "Always wondered what you do when driving by"
📋 Old Customer
Customer Says:
• "You did work for us 5+ years ago"
• "We used you before but all our contacts are gone"
• "Need to update everything - logos, contacts, info" Note: Still ask how they originally heard about us!
🔍 Google Search
Customer Says:
• "I found you online"
• "Googled 'custom embroidery near me'"
• "Your website came up in my search"
🚶 Walk In
Customer Says:
• "I was in the area and saw your sign"
• "Just stopped by to see what you offer"
• "Spontaneous visit, no prior research"
📌 Other
Customer Says:
• "Saw you on Facebook/Instagram"
• "Met you at a trade show"
• "Got your email campaign"
• "Yellow Pages" or any other source not listed above