Infrastructure

Lead Management

We build lead -> intake -> owner -> contact -> qualification -> opportunity -> sales handoff -> outcome.

HubSpot

Pipedrive

lead capturelead routinglead distribution

EUR 50/hour

Request a lead management estimate.

Complementary products

CRM Implementation CRM Optimization CRM Integration Process Automation Tracking & Analytics Implementation Google Ads Management Meta Ads Management Internal Dashboards & Reporting

Lead Management defines the process; CRM supports it, integration transports it, automation executes it, Ads generate demand and tracking measures.

01PRODUCT READER

First screen

We build lead -> intake -> owner -> contact -> qualification -> opportunity -> sales handoff -> outcome. EUR 50/hour. CTA: Request a lead management estimate.

02PRODUCT READER

What problem does it solve?

Leads left in inboxes, unclear ownership, slow response, inconsistent qualification, forgotten follow-up, lost source context and missing marketing-to-sales feedback.

03PRODUCT READER

What is Lead Management?

Defines capture -> intake -> routing -> contact -> qualification -> follow-up -> handoff -> outcome with explicit responsibility and rules.

04PRODUCT READER

What you receive

Lead-source inventory, lead/quality definitions, lifecycle/statuses, ownership/routing/assignment, response rules, qualification/disqualification, follow-up, SLA, priority/scoring, duplicate handling, handoff, lost reasons, feedback loop, CRM/integration/automation requirements, QA and documentation.

05PRODUCT READER

How we work

Sources -> lead definition -> lifecycle -> ownership -> routing -> response -> qualification/disqualification -> follow-up -> priority/scoring -> handoff -> feedback -> CRM/integration/automation requirements -> testing -> documentation.

06PRODUCT READER

What we do not do / promise

No lead definition only from Ads, no distribution without ownership, no decorative scoring/statuses and no implicit full automation/CRM/integration/Ads/tracking. No more/cheaper leads, 100% contact/qualification, zero losses, close-rate or sales guarantees.

07PRODUCT READER

FAQ, complements and CTA

We define process/routing/qualification/status/follow-up/scoring/SLA/handoff. CRM Integration, Process Automation, Tracking and Ads remain separate.

08PRODUCT READER

The lead needs a definition

We define when a person becomes a lead: form, WhatsApp, phone, booking, Meta form, referral, manual prospect or another enquiry.

09PRODUCT READER

Technical, relevant, qualified, opportunity, customer

The distinction prevents treating a form submission as a sale and enables value-based measurement.

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Capture and sources

Website, landing pages, Ads, WhatsApp, phone, email, social, referral, events, outbound and partners may generate different lead types.

11PRODUCT READER

Capture vs integration

Lead Management defines what happens to the lead; CRM Integration builds how it technically reaches CRM.

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Routing

Rules may use service, product, location, language, market, customer type, account ownership, team or availability, proportional to the business.

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Assignment and ownership

Manual, rule-based, round-robin, geographic, product/account-based; ownership answers who owns the next action.

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Correct, not merely equal distribution

Round-robin is insufficient when language, specialization, geography, account ownership or team matters.

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Response time and first action

We define responsibility start, response timing, reassignment/out-of-hours and the initial action.

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Qualification

Criteria may include need, fit, location, budget, timeframe, company type, authority, volume or availability without one universal framework.

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Do not over-qualify

Collect enough for the next decision, not a complete dossier before the first conversation.

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Disqualification

No fit, cannot serve, spam, duplicate, budget/context, unreachable or another rule; reasons standardized enough for analysis.

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Statuses and lifecycle

Clear statuses such as New -> Assigned -> Contacted -> Qualified -> Disqualified/Opportunity, avoiding synonyms and permanently open leads.

20PRODUCT READER

Lead lifecycle vs sales pipeline

A lead may be qualified before an opportunity exists; lifecycle and sales pipeline can remain distinct.

21PRODUCT READER

Follow-up and next step

Define attempts, interval, channel and stop condition; active leads should have owner, status, next action and timing.

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Priority and scoring

Priority may use intent/urgency/value/fit/source/behaviour; scoring only where volume, criteria and data quality justify it.

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Manual vs automated

Assignment/notifications/tasks/reminders/statuses may be automated while exceptions and complex qualification remain human.

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Sales handoff

Define criteria, mandatory information, owner, context, next action and status; handoff is more than emailing a colleague.

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Marketing -> sales feedback loop

The process supports source -> lead -> qualification -> opportunity -> outcome so marketing does not optimize only toward volume.

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Lead quality and advertising

Lead Management produces relevant/qualified/won/lost states; returning signals to Ads may require CRM Integration and Tracking.

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CRM and Process Automation boundaries

CRM supports statuses/owners/tasks/fields; Process Automation executes workflows. Full implementation remains separate.

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Exceptions and minimum data

Handle duplicates, existing customer/opportunity, VIP, wrong market/service, spam, incomplete info and unavailable owner; collect only necessary data.

29PRODUCT READER

Reporting and source of truth

KPIs may include volume, response/contact/qualification/opportunity/handoff/customer rate and source quality; Ads, Tracking, CRM, pipeline and commercial systems have distinct roles.

30PRODUCT READER

Price, timeframe and what we need

EUR 50/hour. Scope depends on sources, teams, lead types, routing, qualification, CRM, integrations, automations, markets, SLA/reporting. We need current sources, examples, CRM, team, statuses, criteria, response/follow-up, lost reasons and definition of a good lead.

31SEARCH TERRITORY

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