Back to Template Gallery

Lead Management Meeting Template

Use this lead management checklist to identify potential buyers and bridge the gap between marketing and sales. Curated by Hubspot.

Template preview

Magnify Preview template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Lead Management Meeting Template:

1 Identify and understand your leads

What marketing persona does your potential buyer fall under?

2 Collect intelligence

The marketing team figures out where the first point of contact was with the potential lead.

3 Determine a lead score

Determine the lead’s potential interest in your product or service. 

4 Create a lead nurturing campaign

Identify different segments of leads based on their interests.

5 Pass off your leads

Marketing provides information on the lead’s activity and background.

6 Track and measure

Evaluate leads with the sales team and continue to refine, score, and evaluate as needed.

Get this template

Template preview