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Online Lead Distribution Policy

Online Lead Distribution Policy

Northwest Custom Apparel • Effective Date: June 1, 2025

Purpose

To ensure fair distribution of online leads from www.nwcustomapparel.com between Account Executives while maintaining accountability for lead conversion.

Monthly Lead Assignment Schedule

Starting June 2025:

□ Easy to Remember:

Nika = ODD months (1, 3, 5, 7, 9, 11)
Taylar = EVEN months (2, 4, 6, 8, 10, 12)

Think: "N" for Nika, "N" for Number starts with 1 (odd)

June 2025
Taylar
EVEN (6)
July 2025
Nika
ODD (7)
August 2025
Taylar
EVEN (8)
September 2025
Nika
ODD (9)
October 2025
Taylar
EVEN (10)
November 2025
Nika
ODD (11)
December 2025
Taylar
EVEN (12)

Lead Distribution Process

  1. All online form requests from JotForm are automatically emailed to the Account Executive assigned for that month
  2. Each lead is also copied to Office Assistant Adriyella for tracking and follow-up support
  3. Lead assignment changes on the 1st of each month at 12:01 AM

Fairness Safeguards

  • Equal Opportunity: Each AE receives leads for alternating months throughout the year
  • No Cherry-Picking: ALL leads from the website go to the assigned AE - no exceptions
  • Seasonal Balance: The alternating schedule ensures both AEs experience busy and slow periods
  • Mid-Month Review: If lead volume varies significantly (40%+ difference from average), Erik may authorize adjustments

Performance Expectations

Each Account Executive is expected to:

  • Respond to all leads within 24 hours (initial contact)
  • Follow up at least 3 times within the first two weeks
  • Track all lead interactions in the system
  • Convert leads to customers with orders over $500

Performance Evaluation

Erik will evaluate each Account Executive monthly based on:

Total Leads

Number of leads received

Conversions

Leads converted to customers

Order Value

Orders over $500

Success Rate

Conversion rate percentage

Accountability

Erik will track conversion rates and evaluate performance monthly.

Coverage During Absences

  • Planned absences require 14-day notice
  • During absences, leads automatically route to the available AE
  • The covering AE maintains full responsibility for those leads
  • No "make-up" leads provided for time off

Policy Review

This policy will be reviewed quarterly to ensure fairness and effectiveness. Any concerns about lead distribution should be brought to Erik immediately.

Northwest Custom Apparel • Lead Distribution Policy • Last Updated: June 2025

  • Home
  • Pricing
    • Embroidery Sanmar 25
    • DTG 2025
    • Screen Print 2025
    • Emblem Pricing 25 >
      • Emblem Order Form
    • WebStore Pricing 2025
    • 48 Hour Rush T-Shirts
    • Transfers Supa Color 24
    • Manual Pricing 25 >
      • DTG Manual Pricing 2025
      • Embroidery/Cap Manual 2025
      • SP Manual Pricing 25
    • Carhartt Socks and Gloves
    • Contract Embroidery Flats -Caps Pricing 2025 >
      • Contract Embroidery Catalog 2024
    • DTG Contract Pricing 25
    • Customer Supplied '25
    • Screenprint Customer Supplied 25
    • Other Pricing >
      • Richardson Caps 23
      • Contract Pricing 25
      • SAGE
  • Laser
    • Leatherette Patch Richardson 112
    • Leatherette Patch Only Pricing
    • Exclusive Partner Pricing 112
    • Tumbler
    • Tumbler Price Calculator
  • FORMS
    • Art Portal 2025
    • Purchasing 2025
    • Digitizing/Ruth App 2025
    • Monogram Form 2025
    • Gift Box Calculator
    • DTG SHIRTS WE PRINT 24 >
      • Shirt Reviews >
        • Brian/Joe Reviews
        • DTG Shirt Review Form
    • Safety Stripes Form
    • Forms & Resources
    • Daily Sales Report
    • Cap Production Log
    • Order Form 24
    • Suggestions >
      • Suggestion Gallery
      • Suggestions Form
  • Human Resources
    • Now Hiring
    • Time Off Request
    • Customers Assigned
    • Morning Huddle
    • Office Layout Policy
    • Office Supervisor
    • Knowledge Base
    • Announcements
  • Miscellaneous
    • Margin Calc 2025 Embroidery
    • Margin Cal DTG 2025
    • Sanmar Invoices >
      • Invoices Sanmar
      • Credits Sanmar
    • Leathertte 112 Cap Price Calculator Erik
    • Inventory
    • 4th Qtr Sales 24 Nika Taylar
    • gift box test api
    • Christmas Marketing Plan 2024
    • Marketing Plan
    • Inksoft Deposit
    • Showrooom
    • Gift Box
    • New Arrivals Showroom
    • Cap Sales Reports 2024 >
      • Cap Sales Trends 2024
      • Cap Buyers Guide 2024
      • C112 Sales
      • NE1000 Sales
      • Camo Cap Sales
    • Pricing Testing >
      • DTG 2024 Test
      • DTG Order Form TEST
      • DTG Gallery
      • Embroidery Gallery Testing
      • Margins_Garms
    • Galleries and Logs >
      • Change Log
      • Gallery Screen Print
      • Sanmar Embroidery '24 old
    • Archived >
      • Non-Priced (SP) Google Sheet '21
  • Vendors
    • Logomark
    • Next Level Apparel
    • Outdoor Cap Sample Program
    • James Matson Sales
    • Outdoor Cap
    • Max Apparel
    • Port West
  • DTG Shirt Recommendations