Scouting new prospects in Lead Scout is as easy as just firmly tapping on the map. But let's walk through a scenario to help you visualize just exactly how to get started!
Here's a short video walkthrough of the app, but be sure to skim through the full walkthrough below to get step by step instructions!
How to Add Your First Prospect to the Map
Its quick an easy to add prospects when you're going door-to-door or if you see a home while leaving an appointment or jobsite.
Step 1: Open the Lead Scout App
You've got your trusty Lead Scout app ready to go on your smartphone or tablet. Open your app and login.
Step 2: Navigate to your current location
Once you're logged in, you'll be greeted by the map view. This is where you will visualize and efficiently manage your leads for door knocking. Find your current location on the map by pressing the "location" icon in the upper right of the map.
Step 3: Add a New Prospect
To add an address to your map, simply press firmly on the home on the map. As you do this, a marker will appear, and a prospect card will pop up. NOTE: once you add a marker to an address, you will not have to add it again in the future. When you revisit that address, simply select the existing marker and update the prospect details accordingly.
If you're still in your free trial period, ProFund™ property data will automatically populate for that address. If available, information will include:
Homeowner names (primary and secondary)
Occupancy Status (Owner Occupied, Non-Owner Occupied, Unknown)
Age of home
Length of residence
Area Size (Sq ft)
Subdivision name
Property type (Residential/Commercial)
Note: ProFund™ property data is only free during your free trial. Please contact support to request home data be added to your account. Pricing is available on our pricing page.
Step 4: Knock the door and leave a flyer
If you're new to door-to-door and not quite ready to knock, make sure you leave a flyer and add important details (like a custom tag) about the property. You can filter your map by these tags for quick reference and follow-up. More scouting tips available here.
Step 5: Fill in Prospect Details
On the prospect card, you'll find fields to enter details about this home.
Set a Status Pick one that best applies. If you'd like any of these statuses changed or rearranged, simply contact support and we'd be happy to assist.
Add Tags You add relevant tags about the home (e.g. "Hail Damage" and "State Farm Insurance") to categorize this prospect effectively.
Add Contact Information Phone number, email address, and full name to have a complete record.
Update Address Sometimes, the address that populates for a marker is not correct. This is a geocoding issue with that address and you can easily fix this by updating that marker's address.
Add a Note Leave a custom note that will be visible by you and the rest of your team like "Interested in roof repair, willing to schedule an estimate."
All of this information gets saved instantly to your map and your account. It's now all officially part of your prospect database and soon your map will look like this:
Step 5: Rinse & repeat!
Congratulations! You've successfully added your first prospect to the map in Lead Scout. As you continue tracking prospects in this neighborhood and beyond, you can use this tool to efficiently manage your prospects, track your door knocking, collaborate with your team, and stay organized.
Frequently Asked Questions
Can I edit prospect details after adding them?
Absolutely. You can update and edit prospect details anytime by selecting the prospect marker on the map.
How do I delete a prospect?
If needed, you can delete a prospect by selecting the marker on the map, and you'll find an option to remove the prospect at the bottom of the prospect card.
What's next?
Once you're familiar with the app, we'd recommend that you focus on organizing your team. Schedule a kick off and get everyone on the same page with a standard process so you all can stay consistent each week!
If you have more questions or need further assistance, please contact support@leadscoutapp.com.