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IPA_lead_form
New IPA Lead form
Company (of the lead)*
The company is the route of the Salesforce database. Before entering information here, look on Salesforce to see if we have a record of this company. If we do, copy the details over exactly. If we don't, add a new company on Salesforce using your details before entering them here. Please use the following protocols: (a) Do not use Ltd, Limited or similar. (b) Only major housebuilders should have regional company names. All others should have one HQ name (Savills, not Savills Glasgow) (c) Use the common name that the company is referred to by - 99% of companies have these common or brand names.
First Name (of the person Sales should contact)*
The person to put here is the person who will eventually become our client. Eg. Joe Bloggs of Land Development Company, not Sam Smith of the Planning Consultants - if you're not sure, just ask. Put in this first field the first or “Christian” name of our contact (the person Steve will need to phone). Please check your spelling. Make sure you capitalise the first letter.
Last Name*
This is the surname of our contact. Please check your spelling. Make sure you capitalise the first letter.
Salutation*
This is just a standard picklist, with the usual choices of Mr, Mrs, Ms, Dr and Prof.
--None--
Mr.
Ms.
Mrs.
Dr.
Prof.
Job Title/Position*
This is important, as it both confirms we are speaking to the decision maker and enables us to automatically complete various Salesforce forms with “who’s who” information.
Phone or Mobile (of the lead)*
Possibly the most important field on the form. Without the telephone number, the Sales team are unable to make contact with the potential client. Mobile numbers are best, but if unknown find the direct line or company’s corporate switchboard number.
Other phone number (optional)
This should only be left blank if the only number you can find has been entered immediately above. Ideally, you will have a mobile number or direct line above and a backup corporate switchboard number here.
Website (of the company)*
This is very useful for the Sales team ahead of a cold call, as it will often give a good potted introduction to the company we are dealing with.
Address Line 1 (of the lead's company)*
Format the address properly, as Salesforce will use the information you enter for other tasks, such as automatically completing the client’s address for official documents. Do not enter any returns and spell correctly, capitalise the first letter and lower case letters to follow. Eg. The Old Marmite House, W20, 1-45 Durham Street - ALL ON ONE LINE.
City*
The city where the lead's office is located. Eg. if we were pitching to Indigo Public Affairs, this would be London. Again, capitalise the first letter and lower case letters to follow.
Postcode*
Format this the standard Royal Mail way, with capital letters - e.g. SE11 5JH
Email (ONLY put in a personal email address, not a catch-all address)
The email address you enter will receive various system generated message if your lead progresses, confirming appointment times and even quotations. As such, if the email address is a catch-all and not one that is actually read by our contact, key information could go astray. If you don’t have an email address, leave this blank, to be completed by the sales team when they make contact by telephone with the potential client.
Which council is the scheme in?*
A picklist field containing every planning authority in the UK. If there are more than one for your lead, enter one (eg. the largest or most imminent) and describe the other in the “Details of Lead” box below. If you don't know, choose 'Not Known' (which is at the bottom of the picklist). Completing this field enables the research department to ensure they are providing information that is relevant. It also will enable us to easily compile statistics of where IPA is working and succeeding.
--None--
Aberdeen
Aberdeenshire
Adur
Allerdale
Amber Valley
Angus
Argyll and Bute
Arun
Ashfield
Ashford
Aylesbury Vale
Babergh
Barking and Dagenham
Barnet
Barnsley
Barrow-in-Furness
Basildon
Basingstoke and Deane
Bassetlaw
Bath and NE Somerset
Bedford
Bexley
Birmingham
Blaby
Blackburn with Darwen
Blackpool
Blaenau Gwent
Bolsover
Bolton
Boston
Bournemouth
Bracknell Forest
Bradford
Braintree
Breckland
Brecon Beacons National Park Authority
Brent
Brentwood
Bridgend
Brighton and Hove
Bristol
Broadland
Broads National Park Authority
Bromley
Bromsgrove
Broxbourne
Broxtowe
Burnley
Bury
Caerphilly
Cairngorms National Park Authority
Calderdale
Cambridge
Camden
Cannock Chase
Canterbury
Cardiff
Carlisle
Carmarthenshire
Castle Point
Central Bedfordshire
Ceredigion
Charnwood
Chelmsford
Cheltenham
Cherwell
Cheshire East
Cheshire West and Chester
Chesterfield
Chichester
Chiltern
Chorley
Christchurch
Clackmannanshire
Colchester
Comhairle nan Eilean Siar
Conwy
Copeland
Corby
Cornwall
Cotswold
Coventry
Craven
Crawley
Croydon
Dacorum
Darlington
Dartford
Dartmoor National Park Authority
Daventry
Denbighshire
Derby
Derbyshire Dales
Devon
Doncaster
Dover
Dudley
Dumfries and Galloway
Dundee
Durham
Ealing
East Ayrshire
Eastbourne
East Cambridgeshire
East Devon
East Dorset
East Dunbartonshire
East Hampshire
East Hertfordshire
Eastleigh
East Lindsey
East Lothian
East Northamptonshire
East Renfrewshire
East Riding of Yorkshire
East Staffordshire
Eden
Edinburgh
Elmbridge
Enfield
Epping Forest
Epsom and Ewell
Erewash
Exeter
Exmoor National Park Authority
Falkirk
Fareham
Fenland
Fife
Flintshire
Forest Heath
Forest of Dean
Fylde
Gateshead
Gedling
Glasgow
Gloucester
Gosport
Gravesham
Great Yarmouth
Greenwich
Guildford
Gwynedd
Hackney
Halton
Hambleton
Hammersmith and Fulham
Harborough
Haringey
Harlow
Harrogate
Harrow
Hart
Hartlepool
Hastings
Havant
Havering
Herefordshire
Hertsmere
Highland
High Peak
Hillingdon
Hinckley and Bosworth
Horsham
Hounslow
Huntingdonshire
Hyndburn
Inverclyde
Ipswich
Isle of Anglesey
Isle of Wight
Islington
Kensington and Chelsea
Kettering
Kings Lynn and West Norfolk
Kingston upon Hull
Kingston upon Thames
Kirklees
Knowsley
Lake District National Park Authority
Lambeth
Lancaster
Leeds
Leicester
Lewes
Lewisham
Lichfield
Lincoln
Lincolnshire
Liverpool
Loch Lomond National Park Authority
London Corporation
London Legacy Development Corporation
Luton
Maidstone
Maldon
Malvern Hills
Manchester
Mansfield
Medway
Melton
Mendip
Merthyr Tydfil
Merton
Mid Devon
Middlesbrough
Midlothian
Mid Suffolk
Mid Sussex
Milton Keynes
Mole Valley
Monmouthshire
Moray
Neath Port Talbot
Newark and Sherwood
Newcastle-under-Lyme
Newcastle upon Tyne
New Forest
New Forest National Park Authority
Newham
Newport
Northampton
Northamptonshire
North Ayrshire
North Devon
North Dorset
North East Derbyshire
North East Lincolnshire
North Hertfordshire
North Kesteven
North Lanarkshire
North Lincolnshire
North Norfolk
North Somerset
North Tyneside
Northumberland
Northumberland National Park Authority
North Warwickshire
North West Leicestershire
North York Moors National Park Authority
Norwich
Nottingham
Nuneaton and Bedworth
Oadby and Wigston
Oldham
Orkney Islands
Oxford
Peak District National Park Authority
Pembrokeshire
Pembrokeshire Coast National Park Authority
Pendle
Perth and Kinross
Peterborough
Plymouth
Poole
Portsmouth
Powys
Preston
Purbeck
Reading
Redbridge
Redcar and Cleveland
Redditch
Reigate and Banstead
Renfrewshire
Rhondda Cynon Taff
Ribble Valley
Richmondshire
Richmond upon Thames
Rochdale
Rochford
Rossendale
Rother
Rotherham
Rugby
Runnymede
Rushcliffe
Rushmoor
Rutland
Ryedale
Salford
Sandwell
Scarborough
Scottish Borders
Sedgemoor
Sefton
Selby
Sevenoaks
Sheffield
Shepway
Shetland Islands
Shropshire
Slough
Snowdonia National Park Authority
Solihull
Southampton
South Ayrshire
South Bucks
South Cambridgeshire
South Derbyshire
South Downs National Park Authority
Southend-on-Sea
South Gloucestershire
South Hams
South Holland
South Kesteven
South Lakeland
South Lanarkshire
South Norfolk
South Northamptonshire
South Oxfordshire
South Ribble
South Somerset
South Staffordshire
South Tyneside
Southwark
Spelthorne
Stafford
Staffordshire
Staffordshire Moorlands
St Albans
St Edmundsbury
Stevenage
St Helens
Stirling
Stockport
Stockton-on-Tees
Stoke-on-Trent
Stratford-on-Avon
Stroud
Suffolk Coastal
Sunderland
Surrey Heath
Sutton
Swale
Swansea
Swindon
Tameside
Tamworth
Tandridge
Taunton Deane
Teignbridge
Telford and Wrekin
Tendring
Test Valley
Tewkesbury
Thanet
Three Rivers
Thurrock
Tonbridge and Malling
Torbay
Torfaen
Torridge
Tower Hamlets
Trafford
Tunbridge Wells
Uttlesford
Vale of Glamorgan
Vale of White Horse
Wakefield
Walsall
Waltham Forest
Wandsworth
Warrington
Warwick
Watford
Waveney
Waverley
Wealden
Wellingborough
Welwyn Hatfield
West Berkshire
West Devon
West Dorset
West Dunbartonshire
West Lancashire
West Lindsey
West Lothian
Westminster
West Northamptonshire Development Corporation
West Oxfordshire
West Somerset
Weymouth and Portland
Wigan
Wiltshire
Winchester
Windsor and Maidenhead
Wirral
Woking
Wokingham
Wolverhampton
Worcester
Worthing
Wrexham
Wychavon
Wycombe
Wyre
Wyre Forest
York
Yorkshire Dales National Park Authority
Not Known
Region*
The picklist choices are the standard Government issue names for the UK regions and counties. The region is where the project is, not where the company's office is or where the meeting location is likely to be. If there are various, enter one (eg. the largest or most imminent) and describe the other in the “Details of Lead” box below. If you don’t know, just choose ‘Not Known’ (which is at the bottom of the picklist).
--None--
London: Greater London
South East: Berks, Bucks, E&W Sussex, Hants, Kent, Oxon, Surrey)
East of England (Beds, Cambs, Essex, Herts, Norfolk, Suffolk)
East Midlands: (Derbyshire, Leics, Lincs, N'hants, Notts)
North East: (Cleveland, Durham, Northumberland, Tyne and Wear)
North West: Cheshire, Cumbria, Gtr Manchester, Lancs, Merseyside)
South West: Avon, Cornwall, Devon, Dorset, Gloucs, Somerset, Wilts)
West Midlands: (H&W, Shrops, Staffs, Warks, W. Mids)
Yorkshire and the Humber: Humberside, N. Yorks, S. Yorks, W. Yorks)
Wales
Scotland
Not Known
Sector*
A picklist containing the standard planning categories and types of work that IPA does. If you are not sure what category your scheme fits into, seek guidance from colleagues, or from the research department, or enter ‘Not Known’ (at the bottom of the picklist).
--None--
Conventional residential – C3
Student housing – C2
Hotels – C1
Community use (Boxing clubs, social clubs) – D class
Retail – A1, A3-A5
Office and other business use – A2
Onshore wind
Energy-from-waste –plants and other renewables
Care Homes, including Extracare
Long-term site development – trying to get sites in Core Strategies/local plans, devise regeneration strategies
Due diligence reports – providing analysis on whether putative sites will secure Planning Committee approval
Local government community consultation – doing work on specific projects councils are doing or surveys
Mixed Use (e.g. retail with flats above)
Not Known
Lead Origin*
(please include further details in 'Details of Lead' box below). A picklist which contains the routes by which pretty much all IPA leads reach us. Please enter details in the 'Details of Lead' box below. It’s important to enter this information as the statistics it generates help the IPA management team identify where resources should be concentrated. For each of these, please give the story in the 'Details of Lead' form below.
--None--
Alex Grant
Amelie Treppass
Barry Flux
Rebecca Mellor
Bridget Fox
Chris White
Daniel Francis
Darren Sanders
David Boothroyd
Dawn Larmouth
George Burr
Greg Stone
Ian George
Jill Garrow
Matt Harmer
Mike Gibson
Deborah Paterson
Richard Patient
Steven Donovan
Referer’s main email address
This field only needs to be completed if you have identified in Lead Origin that the main source of your lead was a third party referral - such as an architect or planning consultant (eg. a contact at DP9 or GVA). By adding their email address, IPA can collect statistics on where our work is coming from, and say the appropriate thank-yous
Details of Lead*
This is where you put the main information about the lead (this box expands). You are writing a brief for the sales team, so this should begin with a short explanation of what the work is, where it is, why the potential client might particularly need IPA and any other key details. Include as much information as possible. Consider pasting any relevant news articles from the internet.
Relevant Work
(this would be details of similar schemes that IPA has worked on in the same council area, the more recent the better.)*
Eg. if your lead is for wind-farms in Lincolnshire, include details of previous wind-farm projects in that area. If you can’t find similar schemes in the same council area, see if you can find similar schemes nearby - or give details of different types of schemes in the same council as well as our experience in that specific sector elsewhere in the UK. This information is normally pretty easy to find in one of two ways: Searching the “All Clients” excel sheet, compiled by David and stored on the N: drive under Forms/Client Forms, or by searching Salesforce.
Previous contact*
Have we had previous contact with this client? Whilst more recent records are generally more relevant, it is important to know whether we have ever worked for a client before even if it is some time ago. This information will either be in the “All Clients” excel sheet (for pre-summer 2013 data or within Salesforce for more recent records). If in doubt, ask the research team.
Urgent
Oh dear me: Steve needs to get on this NOW NOW NOW! Eg. If a scheme that we were not working on but could potentially add value to has been refused by committee the previous night, and a call from our sales team might save a company the cost of going to appeal. The potential new client is expecting a call from us right away.
Tick if the lead deserves to be at the very top of Steves in-tray
Reason
If you have ticked the "Oh Dear me" box, please give a reason why
--None--
Because we are already working on a scheme nearby.
Because we’ve got a very good personal connection.
Because we’ve worked with this client previously.
Because a decision is being taken in the next few days.
Nothing for Steve to do at the moment
If the lead should skip Steve’s inbox. Only in instances where either:
- if you've been asked to send a fee proposal without a meeting;
- if you have already scheduled a meeting (lunch/coffee/other);
Only check this box if there is nothing to do for Steve and you are going to take personal responsibility for turning this lead into new business for the company.
Who should pitch?
If there is a person/people within the IPA who have special expertise with this type of project or in this location, please name them so that Sales can make sure they are available before booking an appointment
Your IPA Email*
We need this so we can attribute this lead to you and keep you updated on the lead