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.

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Template structure

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  • 1. Lead

    • B2B
    • B2C
  • 2. Contact's name

  • 3. Company name

  • 4. Company industry

    • Auditing
    • Automotive
    • Consulting
    • Education
    • Energy & Utilities
    • Financial Services
    • Health
    • Manufaturing
    • Marketing, Media & Entertainment
    • Public Sector
    • Retail
    • Software
    • Technology
    • Telecom
    • Others
  • 5. Contact's email

  • 6. Contact's phone

  • 7. Contact's position

    • CEO or VP
    • Director
    • Manager
    • Coordinator
    • Analyst
    • Intern
  • 8. Contact's department

    • IT
    • Sales
    • Marketing
    • Finance / Accounting
    • Purchase / Procurement
    • Human Resources
    • Operations / Manufacturing
    • R&D / Product Development
    • Quality Control

Qualification

  • 1. Company's LinkedIn

  • 2. Company's website

  • 3. Contact's LinkedIn

  • 4. Company size

    • Micro (1-9 employees)
    • Small (10-49 employees)
    • Medium (50-249 employees)
    • Large (250+ employees)

Prospecting strategy

  • 1. How are you going to reach the prospect?

    • Manually
    • Outbound marketing tools
  • 2. What tool(s) are you going to use?

  • 3. How many touches are you planning for?

  • 4. Main goal

  • 5. Cadence strategy in details

  • 6. Start date

Prospecting

  • 1. What are the prospect's needs?

  • 2. Opportunity size

    • Large
    • Medium
    • Small
  • 3. Priority

  • 4. Problem deadline

    • Urgent need
    • Looking for a solution
    • Just looking around
  • 5. Prospect's fears

  • 6. Decision maker

  • 7. Points to follow up on

  • 8. Is it ready to proceed to the sales pipeline?

    • Yes
    • No

On hold

  • 1. What is missing?

  • 2. Is it ready?

    • Yes
    • No

Sales ready

Poor quality leads

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