LEAD SCORING WORKFLOW TEMPLATE

PROJECT MANAGER
CATEGORY AND ACTIVITIES	PERSON RESPONSIBLE	DEADLINE	APPROVAL
COLLECT YOUR MARKETING QUALIFIED LEADS (MQL)
Buyers or current customers
Potential buyers
Reports from sales teams
Other tasks
UNDERSTAND YOUR LEAD BEHAVIOR AND ASSIGN SCORES
Attendance at conference or event
Form submissions
Time on website and pages viewed
Content downloads
Email clicks and opens
Webinar registrations
Newsletter subscriptions
List memberships
Other tasks
DETERMINE TRIGGERS TO CREATE AND LAUNCH YOUR PROGRAM
New contact
Email opens
Content downloads
Purchase
Abandoned cart
Service, sales request
Milestones such as anniversaries or birthdays
MEASURE PERFORMANCE
Email open and click-through rates
Unsubscribe rates
Average order value
Sales conversions

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