SalesSalesSaaSB2B
Sales Lead Qualification
Reps waste time when every lead is treated equally. This qualification SOP filters leads against your ideal customer profile and a simple need/timing check, so account executives only spend time on opportunities likely to close.
An SDR researches the lead and checks fit. Poor-fit leads are marked unqualified or nurtured; good-fit leads get outreach and a discovery call, and qualified ones are handed to an AE for a demo.
Import this template into Essoflo to encode your ICP and qualification criteria, connect your CRM and email, and assign the SDR and AE roles.
- Purpose
- Qualify inbound leads against fit and need so reps focus on winnable opportunities.
- Scope
- Applies to all new leads from entry into the CRM through handoff or nurture.
- Steps
- 6 steps & decisions
- Roles & tools
- Sales Development Rep, Account ExecutiveCRM, Email
This template is for illustrative purposes only. SOPs should be created based on your organisation’s own limitations, policies, and criteria.
Interactive preview · read-only