Lead Management
The Lead Management Process, Step by Step
Six steps, and what to get right at each one.
This is the lead management process broken into six steps. Each one is simple; the value is in doing all of them consistently.
1. Capture
Get every lead into one system with its source attached. Website forms, referrals, campaigns and manual entries should all land in the same place.
2. Qualify
Decide quickly whether a lead is worth pursuing and how urgent it is. A light touch is fine — a status and a note beat a scoring model you never maintain.
3. Assign
Give the lead an owner immediately, by rule or by hand. Unassigned leads are the ones that get forgotten.
4. Follow up
Work the lead through a series of contacts, logging each one and scheduling the next. The follow-up should never depend on memory.
5. Convert
Mark the outcome — won, or lost with a reason. Lost reasons are how you learn.
6. Review
Once a month, look at volume by source, conversion by stage and response time. Fix the weakest step and repeat.
Run it in AliveCRM
The whole process on one record
Capture, qualify, assign, follow up and report — AliveCRM keeps every step on the lead.
- Custom statuses per lead type
- Reminders for the next step
- Conversion funnel in reports
Rahul Sharma
Example Technologies
Stop Losing Leads. Start Managing Them.
Capture every opportunity, give your team the right information and follow up at the right time.