Lead prioritization strategy

Template

Pipefy’s Lead Prioritization Template is designed for marketing teams to organize the process and manage the company leads, and realize which ones need to be prioritized.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Product/service being analyzed

Ideal customer profile

  • 1. Check which of these characteristics are important in your ICP.

    • Profession
    • Age group
    • Work experience
    • Job title
    • Marital status
    • Demographics
    • Company segment (for companies)
    • Number of employees (for companies)
    • Revenue (for companies)
  • 2. Based on the most important characteristics for your ICP, define a focus group:

  • 3. Number 1

  • 4. Number 2

  • 5. Number 3

  • 6. Reason for these choices

  • 7. Define the 'weight' of each characteristic in the lead scoring.

Degree of buying intent

  • 1. Activity period start date

  • 2. Activity period end date

  • 3. What to look at in order to measure your lead interest degree.

    • Type of material the lead downloads
    • Digital marketing workflow
    • Visits to your website
    • Relationship with the company
    • Opened emails
    • Clicked links
    • Responses to marketing campaigns
    • Time spent on your blog
  • 4. Number 1

  • 5. Number 2

  • 6. Number 3

  • 7. Reason for these choices

  • 8. Define the 'weight' of each characteristic in the lead scoring.

Qualification method

  • 1. Define qualification software.

    • Excel
    • Marketing automation software
  • 2. If marketing automation software, which one?

Done

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