Buyer Inquiry and Lead Qualification Process

Start of the Workflow/Process.

Create a new entry in the 'Leads' data model when a new inquiry is received via webform.

Update the existing Lead entry with specific channel information (e.g., Website, LinkedIn, Referral).

Fetch contact information and inquiry details from the Lead data model for qualification.

Execute a formula based on firmographics and budget to determine the Lead Score (e.g., Budget * Urgency).

Create a task for the Sales Development Representative (SDR) to review the new inquiry.

A list of steps for the SDR: Verify email, check company size, confirm budget range, and check decision-maker role.

Search the 'Accounts' data model to see if the inquiring company already exists in our database.

If the company is new, create a new entry in the 'Accounts' data model.

Update the Lead entry to associate it with the identified Account entry.

Send an automated 'Thank You' email to the prospect confirming receipt of their inquiry.

Use the Lead Score to assign a priority level (High, Medium, Low) to the task.

If Lead Score is 'High', create a task for the Account Executive to schedule a discovery call.

Sum the number of new Lead entries created this month to track marketing performance.

Create a report showing the ratio of qualified leads to total inquiries for the current period.

Send an email notification to the Sales Manager when a 'High' priority lead is identified.

Send an SMS alert to the assigned SDR when a new high-intent lead is assigned to them.

Delete entries from the Lead data model that are identified as junk or spam during qualification.

End of the Workflow/Process.