Building a lead management process can either be a very complex process or a simple process. If you’re a small business, I would venture to guess that you likely have not even considered building a lead process at this point. I’ve heard from a number of people how they have “a lot of leads” and they’re not even sure where they are supposed to start. I recently spoke about this during a workshop and this diagram that I am sharing is the document I reviewed.
I like this document because it’s dead simple. It’s high level but it also helps us build a foundation around how a lead management process should work. Let’s take a look at the sample lead management process that I’ve put together.
This diagram is meant to be silly and straight forward. I don’t think diagrams should be over complicated when it comes to describing how a small should define their systems. This is a perfect example of that. Each area has a certain focus and I’m going to describe each a bit more in detail.