Generate structured Standard Operating Procedure templates for Sales, Support, Operations, and HR processes. Copy or print instantly.
Objective
To establish a consistent process for qualifying inbound and outbound leads, ensuring sales effort is focused on high-potential opportunities.
Scope
Applies to all sales team members handling inbound inquiries, referrals, and outbound prospecting.
Receive Lead
Log the lead in CRM within 15 minutes of receipt. Capture: name, company, phone, email, source, and initial requirement.
Initial Contact
Call or WhatsApp the lead within 1 hour of receipt. Introduce yourself and confirm their interest. Note the conversation summary in CRM.
Qualification Questions
Ask BANT questions: Budget (what's their range?), Authority (are they the decision-maker?), Need (what problem are they solving?), Timeline (when do they need it?).
Score the Lead
Rate the lead: Hot (budget + authority + urgency), Warm (has need but missing one factor), Cold (just exploring). Update CRM status.
Route Appropriately
Hot leads: schedule demo within 24 hours. Warm leads: add to nurture sequence. Cold leads: add to monthly newsletter. Notify sales manager of all Hot leads.
Follow-up
Hot: follow up within 24 hours. Warm: follow up within 3 days. Cold: automated follow-up after 2 weeks.
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