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Not Hired Leads Summary Report

This report helps firms track leads that are not converted into clients, providing essential data for future analysis and planning.

Trupteeranjan Padhi avatar
Written by Trupteeranjan Padhi
Updated over 2 months ago

The Not Hired Leads Summary report offers a comprehensive overview of leads that did not proceed to hire your firm. By tracking these leads, law firms can gain critical insights into areas for improvement in their conversion strategies, allowing them to refine their approach and increase the likelihood of securing future clients.

Insights Expected from the Not Hired Leads Summary Report

This report delivers valuable insights that support better decision-making and lead management:

  • Conversion Rate Analysis: Understand why certain leads did not convert into clients, helping to identify gaps in the engagement or follow-up process.

  • Lead Source Efficiency: Track which lead sources generated the most non-hired leads, offering clues on which channels may need improvement or re-evaluation.

  • Refinement of Sales Process: Use the data to refine how your firm handles incoming leads, ensuring that high-potential prospects are not lost due to inefficient processes.

  • Future Planning: Analyze patterns from non-hired leads to adjust marketing, client outreach, or practice area focus, improving your ability to attract and retain future clients.

To generate the Not Hired Leads Summary report:

  1. Navigate to the Dashboard

  2. Click on Reports

  3. Scroll down to the Leads section and choose 'Not Hired Leads Summary.'

You can refine the details by applying various filters. Additionally, the report can be exported for further analysis, allowing for enhanced data manipulation and insights.

Explore this comprehensive guide for a deeper understanding of all features available in the reports interface.

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