Lead Management Meeting

Use this Hubspot-curated lead management checklist to identify potential buyers and bridge the gap between marketing & sales teams.

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Industry
Internet
Startup
Agency
Saas
Meeting Scope
Company Wide
Team Wide
Department Wide
Department
Customer Success
Sales
Meeting type
Brainstorming Meeting
Strategic Meeting
Host Role / Title
Team Lead
Tone of the meeting
Casual
Casual

Lead identification 🔬

What marketing persona does your potential buyer fall under?

Recon 🕵🏻‍♀️

The marketing team figures out where the first point of contact was with the potential lead.

Determine a lead score 📊

Determine the lead’s potential interest in your product or service.

Campaign Creation 🚀

Identify different segments of leads based on their interests.

Pass off your leads 🤹‍♂️

Marketing provides information on the lead’s activity and background.

Metrics 🧮

Evaluate leads with the sales team and continue to refine, score, and evaluate as needed.

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