Qualified Lead Definition Tool

Resource Overview

A worksheet to help sales & marketing departments align on their definition of a qualified lead.

Your Problem

You need to get agreement from sales and marketing on the definition of a 'lead'.

Our Solution

We created the Qualified Lead Definition Tool to help sales & marketing departments achieve alignment on their definition of a qualified or highly qualified lead. Be sure to customize the criteria to build consensus on the profile and activities of top prospects.

Key Benefits

  • assesses prospects based on implicit and explicit criteria
  • dfferentiates between Qualified Lead and Highly Qualified Lead
  • rates company, contact, buying stage, and need
  • considers recentness, activity, actions, and registration
  • increases alignment between sales and marketing

 

Microsoft Word Document

Estimated Time Required: 2 Hours

Skills Required: Meeting Facilitation