### Standard Operating Procedure (SOP) for Collecting Leads and Entering Them into HazelMorgan Lead System

#### Objective:

To systematically collect and input leads into the HazelMorgan Lead System at [https://art.hazelmorgan.com/lead](https://art.hazelmorgan.com/lead) from hospitals, doctors, and interior designers across the USA.

#### Scope:

This SOP applies to all personnel tasked with lead generation and data entry for hospitals, doctors, and interior designers into the HazelMorgan Lead System.

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### Steps for Lead Collection and Entry

#### 1. Researching Leads

1.1 Identifying Target Sectors:

- Focus on the following groups:

- Hospitals: Look for hospital administrators, procurement departments, or marketing heads.

- Doctors: Identify individual practitioners, group practices, clinics, and private doctors.

- Interior Designers: Search for interior design firms or freelance interior designers across the USA.

1.2 Sources for Lead Gathering:

- Online Directories:

- Use platforms like Healthgrades, Zocdoc, and Yelp for finding doctors and hospitals.

- Use platforms like Houzz, Yelp, and Thumbtack for interior designers.

- LinkedIn Search:

- Use LinkedIn’s search feature to find key contacts in hospitals, medical groups, and interior design companies.

- Google Search:

- Perform localized searches, e.g., “interior designers in [City, State],” “hospitals near me,” or “doctors in [City, State].”

1.3 Using Databases:

- If your organization has access to medical or business databases (e.g., ZoomInfo, D&B Hoovers), utilize these tools to gather high-quality leads.

1.4 Attending Conferences & Industry Events (Optional):

- Collect business cards and contact information from professionals attending relevant industry events.

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#### 2. Data Entry into HazelMorgan Lead System

2.1 Accessing the HazelMorgan Lead System:

- Open the lead entry form by navigating to [https://art.hazelmorgan.com/lead](https://art.hazelmorgan.com/lead).

- Ensure you are logged into the system with your assigned credentials.

2.2 Required Information:

- Gather and enter the following details for each lead:

1. Full Name (of the contact person)

2. Position/Title (e.g., Administrator, Head of Procurement, Senior Doctor, Interior Designer)

3. Company/Practice Name (hospital, clinic, or design firm)

4. Email Address (direct work email, avoid generic emails like [email protected])

5. Phone Number (preferably direct office or mobile number)

6. Physical Address (including city, state, and ZIP code)

7. Website URL (if available)

8. Industry Sector: Select one of the following:

- Hospital

- Doctor

- Interior Designer

2.3 Double-Check for Accuracy:

- Verify that all information is correct and up to date before submitting the form.

- Ensure that no fields are left blank unless the information is genuinely unavailable.

2.4 Submitting Leads:

- Click the “Submit” button after completing each lead form.

- If there are any system issues or errors, take a screenshot and report the issue to your supervisor immediately.

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#### 3. Organizing Lead Sources

3.1 Track Lead Sources:

- Maintain a separate document (e.g., Excel/Google Sheets) to track where each lead was found (e.g., LinkedIn, Healthgrades, Yelp, Houzz, etc.).

- Include a notes section with any additional information about the lead (e.g., special interest in art, upcoming projects, etc.).

3.2 Avoiding Duplicate Entries:

- Before entering a new lead, search the HazelMorgan system to ensure the lead is not already in the database.

- If a duplicate is found, update the existing record with any new information instead of creating a new entry.

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#### 4. Review and Reporting

4.1 Weekly Lead Review:

- At the end of each week, review the collected leads to ensure accuracy and completeness.

- Present a summary report to the project manager, highlighting the number of leads collected, their sources, and any issues encountered during data entry.

4.2 Monitoring Lead Conversion:

- Work with the sales and marketing teams to follow up on the leads, track their conversion rates, and provide feedback for refining the lead collection process.

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### Quality Control

5.1 Data Accuracy:

- Always verify the validity of the email addresses and phone numbers using online verification tools (e.g., Hunter.io for emails).

5.2 Periodic Audits:

- Conduct monthly audits of the leads entered into the system to ensure no duplicates or incomplete entries exist.

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#### Tools and Resources:

- LinkedIn Premium or Sales Navigator (Optional but recommended)

- Google Sheets or Excel for tracking lead sources

- Hunter.io or similar tools for email verification

- CRM System for lead follow-up (if applicable)

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### Conclusion:

This SOP ensures a consistent, thorough process for gathering and inputting high-quality leads into the HazelMorgan Lead System, focusing on hospitals, doctors, and interior designers in the USA. Following these steps will help maintain data integrity, maximize lead generation, and support effective marketing efforts.