Independent guide

Agency Lead Management Process

A practical lead-management process from capture through ownership, follow-up, qualification and close.

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Capture

Record the source, contact details and request in a consistent system.

Acknowledge

Confirm receipt quickly and accurately.

Assign

Give the lead a visible owner.

Qualify

Determine fit using explicit criteria.

Advance or close

Move the opportunity when the real business state changes.

Recycle deliberately

If the lead is not ready, place it into an appropriate nurture path rather than leaving it indefinitely open.

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