Lead lifecycle: scoring, routing and hand-off
Which lead gets worked, by whom and when: scoring, routing and hand-off rules across marketing, sales and operations, automated in the CRM.
Most leads are not lost because they are bad, but in the hand-offs: nobody owns them, they are assigned late or reach sales without the context they need.
We design the full cycle — from a new lead to a customer handed to operations: quality criteria, scoring, assignment rules, response times and what information travels at each hand-off. Then we automate it in your CRM.
How we approach it
Definitions
Lead stages and criteria to move between them.
Scoring
Fit and behaviour scoring.
Routing
Automatic assignment by territory, segment or load.
Hand-offs
What moves from marketing to sales and from sales to operations.
Key benefits
- No lead without an owner
- Response in minutes, not days
- Marketing and sales agree on what a good lead is
Methodologies and tools
Two ways to start a conversation
Self-diagnose your operation in 5 minutes, or talk directly with a partner.