Lead Management Process

Not all leads are created equal.

Some leads are just researching, others are developing a short list of vendors, some are ready to speak with sales and some are just tire kickers. A lead management process identifies the stages of lead qualification and the respective responsibilities and tasks of the marketing and sales teams at each stage.

To help crystalize your lead management process we help to:

• Define pipeline stages for marketing and sales (lead, MQL, SQL, Opt ect).
• Define a simple content strategy that aligns topics and resources with each stage of the pipeline to increase lead engagement.
• Define marketing/automated activity at each stage of the pipeline.
• Define sales activity at each stage of the pipeline.
• Implement the marketing pipeline, lists and workflows into your marketing automation platform (MAP).
• Setup reporting dashboards to give you the reports you need

I see a lot of companies over-using marketing automation to try and accelerate their pipeline, it is very important to decide when to insert a business development rep into the process and start building a real relationship with leads.

For more information call Max's direct line: 508-479-9877 or fill out the form on this page.

Jason Diller | VP, Marketing Director

His knowledge of branding, marketing and sales is high-powered and he makes complex strategies and tactics seem simple and scalable.