Lead Generation Process

Systematic process for capturing, verifying, and distributing leads to appropriate departments

Objective

Efficiently qualify and route incoming leads to maximize conversion potential

Participants (4 roles)

marketingTeam: Marketing Team
leadQualifier: Lead Qualifier
salesManager: Sales Manager
departmentHeads: Department Heads

Input

Incoming inquiry from various marketing channels

Output

Qualified lead distributed to appropriate department

Process Flow

100%
flowchart LR
    node0["Inquiry Received"]
    node1["Verify Leads"]

    node0 --> node1

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

2 hours

leadResponseTime

75%

qualificationRate

95%

routingAccuracy

40%

leadToOpportunityRate

Stages Overview

100%
PROPERTIES
STAGE 1
Inquiry Received
STAGE 2
Verify Leads
Stage Owners
Marketing Team
Lead Qualifier
Stage Workers
Lead Qualifier
Marketing Team
Duration
2 hours
4 hours
Output Fields
• Lead Source*
• Inquiry Type*
• Contact Details*
• Verification Status*
• Lead Quality Score*
• Recommended Department*
To-dos
• Capture inquiry details from source
• Log lead in CRM system
• Send acknowledgment to prospect
• Verify contact information accuracy
• Research company background
• Determine lead quality and routing

Automation Rules

Automation 1: Field Value Alert

If Lead Quality Score greater_than, Then send notification to Sales Manager with message: "High-quality lead requires immediate attention"

high

Automation 2: Custom Automation

If stage_overdue, Then escalate to Lead Qualifier with message: "Lead verification overdue - please process immediately"

Workflow Summary

Total Stages

2

Total To-dos

6

Output Fields

6

Automations

2