Lead Conversion Checklist for Sales and Marketing

Are your sales and marketing teams at odds over the quality of leads? Do you feel like you're losing deals because of a fundamental disconnect?

It’s time to stop the friction and start working from a single, unified playbook. This checklist is your guide to building a streamlined lead conversion process that gets everyone on the same page and focuses your entire organisation on scalable success.

Here's what you'll learn:

1. Forge a Unified Definition: How to build a shared, immutable definition of a Sales Qualified Lead (SQL) that both sales and marketing can agree on.
2. Architect a Data-Driven Process: How to architect a seamless, data-driven process for capturing and qualifying leads from the start.
3. Reinforce Alignment: How to embed your new process into Salesforce and incentive structures, leading to a scalable payoff.

Download the Checklist

Ready to transform your lead process? Download our free guide by clicking here.

Need help with your lead process? Click here.