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