Capture
Preserve source, campaign context, consent and the information needed to route the lead correctly.
Qualify
Use the smallest set of criteria that actually changes what happens next. Over-qualification adds friction before value is delivered.
Route
Assignment rules should account for territory, service line, availability and existing ownership where relevant.
Follow up
Combine immediate acknowledgment with a realistic human follow-up sequence. Stop rules are as important as start rules.
Measure
- Lead-to-contact rate
- Contact-to-booked rate
- Booked-to-show rate
- Opportunity win rate
- Time to first meaningful response
Choose software
Compare software against this workflow rather than choosing from a feature list alone.