Outbound Marketing – Prospecting Leads
Template
Pipefy’s Outbound Marketing – Prospecting Leads Template helps your sales reps go through their outbound business development process, gathering the most important information in order to identify and contact the highest amount of qualified leads.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Lead
- B2B
- B2C
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2. Contact's name
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3. Company name
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4. Company industry
- Auditing
- Automotive
- Consulting
- Education
- Energy & Utilities
- Financial Services
- Health
- Manufaturing
- Marketing, Media & Entertainment
- Public Sector
- Retail
- Software
- Technology
- Telecom
- Others
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5. Contact's email
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6. Contact's phone
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7. Contact's position
- CEO or VP
- Director
- Manager
- Coordinator
- Analyst
- Intern
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8. Contact's department
- IT
- Sales
- Marketing
- Finance / Accounting
- Purchase / Procurement
- Human Resources
- Operations / Manufacturing
- R&D / Product Development
- Quality Control
Qualification
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1. Company's LinkedIn
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2. Company's website
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3. Contact's LinkedIn
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4. Company size
- Micro (1-9 employees)
- Small (10-49 employees)
- Medium (50-249 employees)
- Large (250+ employees)
Prospecting strategy
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1. How are you going to reach the prospect?
- Manually
- Outbound marketing tools
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2. What tool(s) are you going to use?
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3. How many touches are you planning for?
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4. Main goal
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5. Cadence strategy in details
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6. Start date
Prospecting
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1. What are the prospect's needs?
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2. Opportunity size
- Large
- Medium
- Small
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3. Priority
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4. Problem deadline
- Urgent need
- Looking for a solution
- Just looking around
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5. Prospect's fears
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6. Decision maker
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7. Points to follow up on
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8. Is it ready to proceed to the sales pipeline?
- Yes
- No
On hold
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1. What is missing?
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2. Is it ready?
- Yes
- No