Basecamp for Lead Conversion

Basecamp project management and collaborationI love and use the heck out of Basecamp, an online project management application. I’m not alone is this as Basecamp is one of the most popular web 2.0 business apps going.

Recently, I’ve started to use it in a way the some might not think of. A project, think lead nurturing, is so easy to set-up, personalize and customize that I’ve begun to create Basecamp pages for prospective clients as a way to create an intranet feel with my branding and their branding together. Then I upload relevant reading materials, pre-meeting files and other marketing and education related materials and grant the prospect permission to collaborate on the project.

It’s a great tool for this type of communication in the first place but I’ve also found that prospective clients are very impressed with the technology and all that it offers. This type of personalized use of technology is a great competitive advantage for any industry – particularly ones that don’t normally employ it.

A side benefit of using the technology in the lead conversion process is that I end up with clients already trained and ready to continuing using the service to collaborate and communicate throughout a project.

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Posted by: John Jantsch on Jan 08, 07 | 9:09 pm
Category: Lead Conversion | Tags:

View Comments
  • Helen Blunt
    I've tried Basecamp, but it just didn't click with me. I perefer tools that have project management features to of chatting tools. Anyway, I found this tool, called Wrike http://www.wrike.com/, I'm sure you've heard of it already. I started to use it for managing my projects, than involved my other activities in Wrike. It turned out I can use it for CRM too. The tool is e-mail integrated, so my clients are very happy not to adjust to any complex PM app interfaces.
  • Here is a system similar to basecamp that has been very easy for my clients to use: OnStage. They also have a basic CRM feature that can be used pre-sales.
  • I'm a huge fan of BaseCamp too. I hadn't thought of using it in a pre-sales way. One of the big problems I have is in getting clients to use it (or even log on in the first place when their emails get spam filtered). Do you have any tips in this regard?

    Readers might also be interested in some of the <a href="http://www.badlanguage.net/?p=323">other Web 2.0 apps that I use in my business daily</a>.
  • <pingback>...for Lead Generation (Very ...</pingback>
  • This is a really great tip John. When I ran my first startup (a marketing consultancy) before I had heard of Basecamp we used a Microsoft solution. Our clients gave us excellent feedback and we even let them check the status of projects but it was painful for us to use on the backend. Basecamp is really an ideal solution.
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