Lead Age

Feature Snapshot

Summary:
Lead Age is a metric that measures the elapsed time between when a TrustedForm certificate is created and when it is retained in your account, providing a clear indication of how fresh or aged a lead is.

Key Benefits:

• Helps gauge lead freshness by quantifying the time delay from capture to retention.
• Identifies leads that may have aged and might require a modified follow‑up strategy.
• Supports evaluation of vendor performance and process efficiency in lead retention.

Typical Use Cases:

• Monitoring lead quality by analyzing the retention timing of certificates.
• Filtering or flagging aged leads that might have a lower likelihood to convert.
• Optimizing retention practices to ensure leads are captured promptly for better conversion rates.

How the Lead Age works

On the TrustedForm Dashboard, the Lead Age is visualized as a bar chart that aggregates the time elapsed from certificate creation to retention. The chart groups these times into defined buckets (for example, under 1 hour, 1–3 hours, etc.) over a six‑month period to quickly indicate if leads are being retained while still fresh.

Step‑by‑Step Instructions

1. Log In: Sign in to your TrustedForm account using your credentials.
2. Access the Dashboard: Navigate to the TrustedForm Dashboard to view various data visualizations.
3. Locate the Lead Age Chart: Scroll down to find the bar chart labeled “Lead Age” that displays time buckets for certificate retention.
4. Review the Buckets: Examine the displayed intervals to assess whether leads meet your expectations.
5. Request Lead Age: Use TrustedForm Insights to learn the age of leads you have purchased.
6. Filter Old Leads: Use the result to filter or reject leads that are older than you prefer from entering your lead flow.

Expected Result:
You are able to enforce requirements for your leads have been generated within a timeframe that justifies their cost and gives you a good opporunity to close them.

Validation & Monitoring (optional)

• Where to Monitor?: Regularly review the “Lead Age” section on your TrustedForm Dashboard to track any changes in lead age, which may indicate delays recieving leads.

Best Practices

• Monitor Regularly: Check the Lead Age chart frequently to ensure leads are being retained quickly.
• Collaborate with Sellers: Share insights from the Lead Age metric with your lead vendors to help them optimize leads they send to you.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What does Lead Age measure?
A: It measures the duration between the creation of a TrustedForm certificate and its retention, thereby indicating the freshness of the lead.

Q: Why is monitoring Lead Age important?
A: Monitoring Lead Age helps ensure that leads are captured and retained while still fresh, improving follow‑up timing and overall conversion potential while also highlighting any delays in the process.

Q: How can I use Lead Age in my workflow?
A: Use the Lead Age chart on your TrustedForm Dashboard to filter or flag leads based on how long they took to be retained, and work with your vendors to reduce delays for improved lead quality.

Q: What should I do if the Lead Age appears higher than expected?
A: Investigate the lead delivery and retention process to uncover any delays and collaborate with your vendors to resolve the discrepancies.

Glossary

• lead-age-chart-screenshot.png90 KB