AI Checklist Generator

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Qualificar leads

Collect basic contact details (name, email, phone number)

Gather additional information (company name, job title, industry)

Note any specific preferences or requirements provided by the lead

Evaluate lead's level of interest in the product/service

Determine lead's budget and financial capacity

Assess lead's authority to make purchasing decisions

Identify lead's timeline for purchasing or implementing the solution

Evaluate lead's alignment with the target customer profile

Determine if lead's needs match the product/service offering

Assess lead's potential for long-term business relationship

Consider any potential barriers or challenges in working with the lead

Evaluate lead's engagement with the company's marketing materials or website

Determine if lead has interacted with any previous marketing campaigns

Assess lead's responsiveness to communication attempts

Consider lead's participation in webinars, events, or other activities

Identify the source or channel through which the lead was acquired

Evaluate the quality and reliability of the lead source

Determine if the lead source aligns with the target audience

Assess the effectiveness of different lead generation strategies

Assign a numerical score based on the lead's qualification and fit

Determine the threshold for a qualified lead based on the scoring system

Evaluate the lead's score against the defined threshold

Classify the lead as qualified or unqualified based on the scoring results

Determine the appropriate follow-up actions for qualified leads

Assign leads to appropriate sales representatives or teams

Schedule follow-up calls, meetings, or demos with qualified leads

Track and monitor the progress of lead follow-up activities

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