1. Visitor to Qualified Lead
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!
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Important Tips
• The website has good information: encourage students to check out aiesec.ca and even aiesec.ca/faqs and look through the
sections. The website serves as an educational tool to address many questions. This is why leads should sign up on the website
– better educated leads led to better expectations and experience of the program.
• The initial email is important: Remember to have good, relevant content in a well-structured first email. It should grab their
attention, be concise, and should direct them towards coming to an Info Session or meeting with you. Have content for them to be
engaged – such as the national blog or social media.
• Tracking: track your progress via the ‘My LC Leads Management’ dashboard on Salesforce. Check to see what your biggest lead
sources and faculties are to see where your recruitment efforts have been most successful. Marketing awareness usually stems
from a diverse number of sources that build up to the action/conversion.
!
Promote AIESEC
Programme
Direct students
to aiesec.ca
Learn about programme
on aiesec.ca
Fill out
aiesec.ca/register
Contact ‘Open’ lead,
invite to Info Session
Change status
to ‘Qualified’
Nurture to ensure they
attend Info Session
Lead
MarCom

2. Qualified Lead to Market Qualified Lead
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Important Tips
• An Info Session (or other engagement touchpoint) should accomplish the following things:
1. Set the right expectations about the programme and what they can sign up for (fee, sub-products, timeline, etc.)
2. Give clear instructions on how to proceed with the next steps of the process (MQL Form, Review Board, setting them up
for success)
3. Excite and motivate them to move forward with the process (links to national blog, social media, ebooks/guides of best-
case experiences)
• When filling out the MQL forms, leads should be told the following:
• Filling out the MQL form (aiesec.ca/apply) means they are signing up for an interview (Review Board)
• They should have an idea the sub-product for which they are signing up
• The deadline by when they should fill out the MQL form
Run Info Session (set expectations,
educate, and sell programme)
Come to Info Session or
Engagement Touchpoint
Send aiesec.ca/apply form
Fill out
aiesec.ca/apply
Lead
OGX
Send nurture content to
ensure they apply
MarCom

3. Market Qualified Lead to Exchange Participant
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!
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Important Tips
• In Step 1, OGXers should look at the MQL categories (below) to see if the lead has the right expectations or if expectations
need to be reset
• Sub-product
• Region
• Start date
• Duration
• College
• Year of study
• EPOnline: Lead should have all 8 sections filled out prior to Review Board
• Review Board: If the OGXer has evaluated the MQL categories properly, then the Review Board is basically a formality to ensure
they have the right expectations, the right motivations, and are basically competent.
• Payment: OGX should collect payment and create myaiesec form immediately following a successful Review Board
Lead
OGX Evaluate MQL
categories, re-set
expectations
Schedule
Review Board
Provide EPO log-
in details
Send CV to OGXer,
fill out EPOnline
Interview lead
(Review Board)
Change EPO status to
‘Passed Review Board’
Pay EP
Fee
Create myaiesec.net
EP Form
Enter myaiesec
EPID on EPOnline