LEAD MANAGEMENT

Lead management resources: capture, qualify, respond, close

Lead management is the system that moves an enquiry from first contact to a booked conversation without anything being forgotten. These resources cover capture, routing, response speed, qualification and follow-up.

Most businesses do not have a lead problem. They have a follow-up problem that looks like a lead problem.

These blueprints are built around response time, ownership and a written definition of a qualified lead.

Resources in Lead Management

FRAMEWORKS

Lead management system blueprint: how should enquiries move from form to signed client?

A lead management system has six parts: a single capture point, automatic routing with a named owner, a first response inside five minutes, written qualification criteria, a follow-up sequence that runs whether or not anyone remembers, and reporting by source. Most lost deals come from response delay and missing follow-up, not from a shortage of leads.

8 MIN READ

Lead Management questions, answered

Do I need a CRM for lead management?

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You need one system of record. That is usually a CRM, and it only works when every channel writes into it automatically rather than through manual entry.

What is a good speed to lead target?

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Under five minutes during business hours for a human reply, with an automated acknowledgement immediately. Faster response consistently outperforms a better-written slow one.