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. 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.

Qualification method

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

Finished Campaigns

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