Lead Conversion Strategy Planner

Provided by Weshare.net, your go-to resource for the best tips and information about sales.


Lead conversion is a critical aspect of sales and marketing, as it transforms potential customers into actual clients. A robust Lead Conversion Strategy Planner helps organizations streamline their approach to nurturing leads and improving conversion rates. This planner will focus on various tactics that apply to different stages of lead engagement.

Lead Engagement Stages

Lead engagement involves several stages, each requiring specific strategies:

  1. Awareness: At this stage, potential leads become aware of your product or service.
  2. Interest: Leads show interest by engaging with your content or inquiries.
  3. Decision: Leads are considering purchasing and may compare with competitors.
  4. Action: The final stage where leads make a purchase decision.

Conversion Tactics

Awareness Stage

  • Content Marketing: Create informative and engaging content.
  • Social Media Campaigns: Utilize platforms like LinkedIn, Facebook, and Twitter to reach potential leads.

Interest Stage

  • Email Marketing: Send targeted emails that provide value and build interest.
  • Interactive Content: Use quizzes, webinars, and live demos to engage leads.

Decision Stage

  • Comparison Guides: Provide clear comparisons between your product and competitors.
  • Testimonials and Case Studies: Showcase success stories to build trust.

Action Stage

  • Exclusive Offers: Give special deals or limited-time offers to encourage immediate action.
  • Follow-Up Calls: Personalized calls to address any last-minute questions or concerns.

Lead Conversion Scripts and Templates

Awareness Stage

Content Marketing Strategy Table

Template for Content Strategy:

Content TypeTopic/IdeaTarget AudienceKey MessageDistribution ChannelExpected Outcome
Blog Post[Topic][Audience][Message]Website, SEO, EmailEducate, Attract
Video[Topic][Audience][Message]YouTube, Social MediaEngage, Inform
Infographic[Topic][Audience][Message]Social Media, BlogSimplify, Share
Webinar[Topic][Audience][Message]Email, Social MediaEducate, Interact


Copy Table

Content TypeTopic/IdeaTarget AudienceKey MessageDistribution ChannelExpected Outcome
Blog Post5 Key Trends in [Industry]Small Business OwnersStay ahead in [Industry]Website, SEO, EmailEducate, Attract

Social Media Campaign Ideas

  1. Hashtag Campaign: Create a unique hashtag related to your product/service. Encourage followers to use the hashtag with their stories/experiences.
    Example: #TechSolutions2023 for a tech company showcasing innovative products.
  2. Behind-the-Scenes Posts: Share photos or videos showing the making of your product or service, highlighting the team’s effort and company culture.
    Example: “A Day in the Life at [Company]” showcasing employee stories or product creation processes.
  3. User-Generated Content: Encourage customers to post their experiences or results using your product/service, and share these on your profiles.
    Example: A fitness brand asking clients to share their workout results with a specific product, using a campaign tag like #FitWith[Product].
  4. Interactive Polls and Q&A: Utilize features like polls or Q&A on platforms like Instagram or Twitter to engage with your audience and gather feedback.
    Example: A poll on “What feature do you look for most in a [Product/Service]?” to engage users and gather preferences.
  5. Educational Series: Post a series of educational content about your industry, product, or service. This can be in the form of carousel posts, short videos, or infographics.
    Example: Weekly posts on “Tips for Efficient [Your Industry] Practices” to educate and engage the audience.

Interest Stage

Email Template for Engaging Potential Leads

Template for Email Engagement:

Subject: Unlock New Opportunities in [Industry/Field] 

Hi [Lead’s Name], 

I hope this message finds you well. We’ve recently shared some insights on [Topic/Industry Trend] that I believe you’ll find valuable. 

As someone passionate about [Industry/Field], I thought you might appreciate a deeper look into how [Your Company/Product] can play a pivotal role in [specific benefit or solution]. 

[Insert brief details about the product/service and how it addresses a specific need or opportunity] 

If you’re interested, I’d love to share more about this and explore how we can support your goals. 

Are you available for a brief call next week? 

Looking forward to connecting! 


[Your Name]

Social Media Engagement Ideas

  1. Interactive Stories or Posts: Create stories or posts that invite questions or opinions from your audience. Use features like question stickers or polls.
    Example: Asking followers to submit questions about a specific product or industry trend.
  2. Live Q&A Sessions: Host live sessions on platforms like Instagram or Facebook to directly engage with your audience, answer their questions, and discuss your products/services.
    Example: A live session titled “Everything You Need to Know About [Product/Service]”
  3. Educational Series Continuation: Continue the educational series from the awareness stage but with more in-depth information, focusing on how your product/service specifically addresses common issues or needs in the industry.
    Example: Detailed posts or videos about “Advanced Features of [Product/Service]”
  4. Customer Spotlight: Share stories or testimonials from satisfied customers, focusing on how your product/service has helped them.
    Example: A video testimonial series from various clients discussing their positive experiences.
  5. Exclusive Content Offers: Provide exclusive content like e-books, whitepapers, or webinars to followers who sign up or engage with your posts.
    Example: Offering a free e-book on “[Industry] Innovations” in exchange for email sign-ups.

By engaging leads through these targeted tactics in the interest stage, you can nurture their curiosity and build a stronger connection leading up to the decision-making stage.

Decision Stage

Comparison Guide Email Template

Subject: See How [Your Product/Service] Stands Out From the Rest 

Hi [Lead’s Name], 

You’re likely weighing your options, and we understand how important it is to make the right choice. 

To help you in your decision-making process, we’ve created a detailed comparison guide showcasing how [Your Product/Service] stacks up against other options in the market. 

[Attach Comparison Guide or Include a Link to the Guide] 

This guide covers: 

– Key features and benefits of [Your Product/Service] 

– How we differ from [Competitor A, Competitor B, etc.] 

– Real-world applications and user experiences 

We believe this will give you a clearer picture of what we offer and how it aligns with your needs. 

Feel free to reach out if you have any questions or need further clarification. 

Best regards, 

[Your Name]

Testimonial and Case Study Email Template

Subject: Real Success Stories With [Your Product/Service] 

Hi [Lead’s Name], 

Making a decision can be challenging, and knowing others’ experiences can be incredibly helpful. 

We’ve compiled some of our most impactful testimonials and case studies that demonstrate the success our clients have achieved with [Your Product/Service]. 

[Insert Link to Testimonials and Case Studies] 

In these stories, you’ll discover: 

– How [Your Product/Service] has solved real-world problems 

– The measurable benefits and outcomes experienced by our clients 

– Personal accounts of user satisfaction and service quality 

These insights from businesses like yours will provide a better understanding of how [Your Product/Service] can be a game-changer. 

If these stories resonate with you or if you have any questions, I’d be happy to discuss further. 

Warm regards, 

[Your Name]

These templates aim to assist leads in the Decision stage by providing them with clear, concise information and real-world examples, aiding in their decision-making process. They can be adapted and personalized to fit the specifics of your product or service.

Action Stage 

Exclusive Offers – Email Template

Subject: Exclusive Offer Just for You – Limited Time Only!

Dear [Lead’s Name], 

I hope this message finds you well! 

As a valued prospective customer, we are thrilled to extend an exclusive, limited-time offer on our [Product/Service]. 

For a brief period, we are offering [describe the offer, e.g., a 20% discount, free additional service, extended warranty] exclusively for select customers like you. 

This is our way of saying thank you for considering [Your Company’s Name] and to show you the unique benefits our [Product/Service] can bring to your [business/life]. 

Please note, this special offer is available until [offer expiration date], so don’t miss out on this opportunity. 

To claim your exclusive offer or to learn more, simply reply to this email, and we will be delighted to assist you. 

Looking forward to hearing from you soon! 

Warm regards, 

[Your Name] 

[Your Position] 

[Your Contact Information]

Follow-Up Calls – Call Script

Introduction and Offer Mention

Hi [Lead’s Name], this is [Your Name] from [Your Company]. 

I’m calling to follow up on your recent interest in our [Product/Service]. 

Have you had a chance to consider our proposal? 

[Pause for response] 

Great! I also wanted to let you know about an exclusive offer we currently have. 

It’s a special deal for select customers, and I think it could be very beneficial for you.

Addressing Concerns and Questions

Before we go into the details of the offer, I’d like to know if you have any questions or if there are any aspects of [Product/Service] that you’re particularly curious about? 

[Address any questions or concerns] 

I believe that our [Product/Service] can really make a difference for you by [mention specific benefits tailored to the lead’s needs or business].

Closing and Call to Action

Now, regarding the exclusive offer, we are offering [details of the offer]. 

I think this could be a great opportunity for you to experience the full benefits of our [Product/Service] at a special price. 

Would you be interested in taking advantage of this limited-time offer? 

I can help you with the process right now, or if you prefer, I can send the details over email for your consideration. 

[Wait for response and proceed accordingly] 

Thank you for your time, [Lead’s Name]. I’m here to assist you with any further questions or needs. Looking forward to the possibility of working together. Have a great day!

These templates and scripts are designed to engage leads in the Action Stage effectively, offering them exclusive deals and addressing their needs through personalized communication. They can be tailored to fit the specific context and details of your product or service.


Each stage of lead engagement requires a tailored approach. By implementing these strategies and utilizing the provided templates and scripts, businesses can enhance their lead conversion process, ultimately driving sales and growth.

Remember, the key to successful lead conversion is understanding and responding to the needs of your leads at each stage of their journey.