LEAD MANAGEMENT AND CONVERSION WORKFLOW

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

[ ] Fetch New Lead Details: Retrieve incoming lead information from the Leads Data Model.
[ ] Create Lead Record: Initialize a new entry in the Leads Data Model to track the new prospect.
[ ] Update Lead Source: Update the lead entry with the specific attribution source (e.g., Web, Referral, Cold Call).
[ ] Assign Lead to Sales Rep: Create a task for the assigned Sales Representative to perform initial outreach.
[ ] Lead Qualification Checklist: Create a task containing a checklist to verify budget, authority, need, and timeline (BANT).
[ ] Send Welcome Email: Send an automated introductory email to the lead's email address.
[ ] Calculate Lead Score: Calculate a score based on lead attributes like industry, company size, and engagement level.
[ ] Update Lead Score: Write the calculated score back into the Lead Data Model.
[ ] Check Account History: Get existing entries from the Accounts Data Model to see if the lead belongs to an existing client.
[ ] Determine Duplicate Status: Compare lead email/phone against existing records to identify duplicates.
[ ] Remove Duplicate Lead: Delete the redundant lead entry if a duplicate is identified.
[ ] Schedule Discovery Call: Create a follow-up task to schedule a meeting once the lead is qualified.
[ ] Create Opportunity: Create a new entry in the Opportunities Data Model once the lead reaches 'Qualified' status.
[ ] Calculate Pipeline Value: Aggregate the total potential revenue from all active opportunities in this stage.
[ ] Send SMS Alert: Send a text notification to the Sales Rep when a high-value lead is assigned.
[ ] Generate Daily Conversion Report: Create a report summarizing leads converted to opportunities during the last 24 hours.
[ ] Notify Management: Send an email to the Sales Manager when a 'Closed-Won' opportunity is detected.

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