Lead operations and follow-up.

Qualification, scoring and ownership that help sales teams act on the right enquiries.

Two sales colleagues hand over an enquiry and organise its contact information.

Connect the enquiry to a real sales action.

A lead is worth something only when someone knows what to do with it. We help you define a shared process for assessing enquiries, assigning responsibility and recording the outcome so marketing and sales can learn from the same evidence.

What we can build together.

The final deliverables, review rounds and schedule are agreed around your brief.

Qualification rules: Agree what makes an enquiry worth pursuing, what still needs checking and what should happen next.
Scoring and priorities: Create transparent fit and engagement criteria that sales can review and adjust.
Routing and ownership: Define assignment rules, response responsibilities and escalation when a lead remains untouched.
Feedback and reporting: Connect accepted, rejected and progressed leads to their sources and reasons.

Agree the handoff as a team.

Compare what marketing and sales mean

Ask both teams to describe a qualified enquiry and the evidence behind that judgement. Use real examples to expose differences. The working definition should identify the next action, not simply assign a positive label to a record.

Record reasons that can change the plan

“Not qualified” is often too vague to inform marketing. Agree specific reasons such as the wrong service, an unsupported location or a missing requirement. Review the pattern with the people responsible for the offer and targeting so the feedback leads to an action.

From brief to handover.

Follow a real enquiry
Review how leads arrive, who receives them and where decisions or information are missing.
Agree the operating rules
Define qualification, scoring and assignment with the people responsible for follow-up.
Test the handoffs
Run representative enquiries through the process, then review outcomes with the team.