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Lead Management Meeting Template
Get this templateUse this lead management checklist to identify potential buyers and bridge the gap between marketing and sales. Curated by Hubspot.
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Lead Management Meeting
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Lead Management Meeting Template
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Use the template in real-time with your meeting attendees to collaborate on meeting notes
What’s inside this Lead Management Meeting Template:
1 Identify and understand your leads
What marketing persona does your potential buyer fall under?
2 Collect intelligence
The marketing team figures out where the first point of contact was with the potential lead.
3 Determine a lead score
Determine the lead’s potential interest in your product or service.
4 Create a lead nurturing campaign
Identify different segments of leads based on their interests.
5 Pass off your leads
Marketing provides information on the lead’s activity and background.
6 Track and measure
Evaluate leads with the sales team and continue to refine, score, and evaluate as needed.
