Company
Date Published
Author
Kara Susvilla
Word count
1599
Language
English
Hacker News points
None

Summary

I've seen lead management from all sides. I ran the marketing department for a HubSpot agency, where I implemented a lead management process. I've interviewed leaders at several companies about their lead management processes. And now I focus on teaching marketers how to scale their lead management with HubSpot. Before you can make any meaningful changes, you need to know where you currently stand. That's why I recommend starting with a lead management audit. Audit your lead management process to identify which elements you already have and which areas may need improvement. There are 5 major stages of lead management: lead generation, lead qualification and segmentation, lead nurturing, lead scoring and routing, and measurement of success. Review each stage individually to identify gaps in your process and pinpoint areas for improvement. Ask yourself questions about each stage, such as "Do you have a way to generate leads through your website?" or "Is your sales team struggling to prioritize which leads to speak to?" By auditing your current lead management process, you can identify and prioritize which stage to tackle first, and incorporate these insights into your strategy. Building your lead management stages in order from "lead generation" to "measurement of success" is a standard best practice, but feel free to follow what's more suitable for your company. You can use resources like HubSpot's Lead Management Audit worksheet, their free course on Lead Management, or Zapier's Beginner's guide to lead management to help you complete your audit and streamline the process.