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If you are converting leads on your website, ask yourself these additional questions to better understand whether this step should be improved. There are 5 major stages of lead management:ĭo you have a way of generating leads through your website? Before we dive in, remember: to get the most complete picture of how your leads move, you'll need support from both marketing and sales. Rather than starting from scratch, auditing your lead management process can help you identify which elements you already have and which areas may need improvement. But whether you've already implemented lead management or you're completely new to this process, chances are you already have a few fundamental elements that you can build upon. Audit your lead management processĬreating a lead management strategy can feel complicated, especially when you're managing several leads in different stages of their buyer's journey.
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And that's why I recommend starting with a lead management audit.
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And now I focus on teaching marketers how to scale their lead management with HubSpot.Īlong the way, one of the most important things I've learned is that before you can make any meaningful changes, you need to know where you currently stand.
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I've interviewed leaders at several companies about their lead management processes. I ran the marketing department for a HubSpot agency, where I implemented a lead management process. I've seen lead management from all sides.