BUYER INQUIRY AND LEAD QUALIFICATION PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Create Lead Entry: Create a new entry in the 'Leads' data model when a new inquiry is received via webform.
[ ] Update Lead Source: Update the existing Lead entry with specific channel information (e.g., Website, LinkedIn, Referral).
[ ] Retrieve Lead Details: Fetch contact information and inquiry details from the Lead data model for qualification.
[ ] Calculate Lead Score: Execute a formula based on firmographics and budget to determine the Lead Score (e.g., Budget * Urgency).
[ ] Assign Qualification Task: Create a task for the Sales Development Representative (SDR) to review the new inquiry.
[ ] Qualification Checklist: A list of steps for the SDR: Verify email, check company size, confirm budget range, and check decision-maker role.
[ ] Check Company Existence: Search the 'Accounts' data model to see if the inquiring company already exists in our database.
[ ] Create Account Entry: If the company is new, create a new entry in the 'Accounts' data model.
[ ] Link Lead to Account: Update the Lead entry to associate it with the identified Account entry.
[ ] Send Auto-Response: Send an automated 'Thank You' email to the prospect confirming receipt of their inquiry.
[ ] Determine Lead Priority: Use the Lead Score to assign a priority level (High, Medium, Low) to the task.
[ ] Create Discovery Call Task: If Lead Score is 'High', create a task for the Account Executive to schedule a discovery call.
[ ] Aggregate Monthly Lead Volume: Sum the number of new Lead entries created this month to track marketing performance.
[ ] Lead Conversion Report: Create a report showing the ratio of qualified leads to total inquiries for the current period.
[ ] Notify Sales Manager: Send an email notification to the Sales Manager when a 'High' priority lead is identified.
[ ] Alert Sales Rep: Send an SMS alert to the assigned SDR when a new high-intent lead is assigned to them.
[ ] Cleanup Spam Leads: Delete entries from the Lead data model that are identified as junk or spam during qualification.

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