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Lead Management Meeting Template

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

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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.

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About the author

HubSpot

HubSpot is a leading CRM platform that provides software and support to help businesses grow better. The HubSpot platform includes marketing, sales, service, and website management products that meet companies needs at any stage of growth. Thousands of customers around the world use HubSpot's easy-to-use tools and integrations to attract, engage, and delight customers.

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