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Do your sales and marketing teams have a solid process for qualifying leads?

Unqualified and ill-fitting leads are a headache for sales, but many marketing teams struggle to tell what makes up a “good” lead. Sales and marketing teams often disagree on the timing of transitioning prospects being nurtured by marketing campaigns to being actively pursued by sales reps, or what qualities make for an ideal customer.

This lead qualification definition template can help.

Identify the key lead qualification criteria that are important for your company, from industry to revenue to budget and more. With this template, outline:

  • The definition of your company’s ideal lead
  • The acceptable ranges for different buyer characteristics
  • The warning signs of bad leads
  • The defined process for the marketing-to-sales lead hand-off

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