Lead Generation & Research Workflow Template

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Overview: Lead Generation & Research Workflow Template

This workflow template illustrates the targeting and generation of potential sales prospect(s), or leads. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Lead Generation & Research processes.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Lead Generation & Research

What is included in the Lead Generation & Research process?

The Lead Generation & Research process involves the targeting and generation of potential sales prospect(s), or leads. This process includes the initial development of a targeting strategy (ensure that managers are notified of the strategy once available), targeting strategy review and adjustments (if necessary), the initial list generation of targets to research (targets are based on stragegic areas, such as job position, geography, etc.), sales target list review and adjustments and the performance of all additional research. Once all research has been made on the approved list of sales targets, sales representatives are assigned leads to go ater according to the sector they are working, their tenure, etc.


Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Lead Generation & Research process:



Which employees and/or departments are involved in this process?

The following parties are typically involved in the Lead Generation & Research process:


  • Customers/Sales Prospects
  • Inside Sales Representatives
  • Marketing Representatives
  • Outside Sales Representatives
  • Sales Manager
  • Sales Support Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.


How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.


How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.


Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template

    $15

    Lead Generation & Research

    - Instantly download files
    - Includes PDF and VSD file formats
    - Customize Visio version
    - Mapped in BPMN 2.0 format

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

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