Lead Qualification
The lead qualification process helps you screen your prospects so that you only reach out and try to sell to prospects that fit your ideal customer profile. This maximizes the probability of a successful deal and minimizes wastage.
Streamline your lead qualification process by deploying our library template
and then customizing it to best meet your needs
Use free workflow template
The goal of the lead qualification process is to minimize wastage in terms of the time your sales reps spend contacting prospects that are a poor fit for your business
With lead qualification, you sift through your prospects to separate the chaff from the wheat. The process can be aborted at any step if your lead qualification specialist discovers the lead is not a good fit for your business and should be discarded.
The result is happy customers and a reliable revenue stream for your company.
Crash Course: Upgrading Your Business From Tasks to Workflows
Find out about how you can take your business to the next level by using workflows to turn it into a super efficient lean and mean machine that can run itself.
Lead Qualification Workflow Template
The lead qualification workflow comprises:
- Backlog
- Lead enrichment
- Discovery call
- Demo meeting
- Opportunity
The template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.
Streamline your lead qualification process by deploying our library template
and then customizing it to best meet your needs
Use free workflow template
B2B Sales
The idea behind the B2B sales SOP is to collect as much information as possible about the prospect to make them a highly personalized offer and reduce the need for negotiation.
Customer Retention
The customer retention process is aimed at engaging with existing customers with a view to maximize customer loyalty and keep them buying your product or service.