Digital Strategy & Competitor Research
Lead Management Process
A lead management process describes how a business receives, records, evaluates, follows up with, and resolves potential customer inquiries.
A lead management process describes how a business receives, records, evaluates, follows up with, and resolves potential customer inquiries. It can define who checks a quote form, when phone calls are returned, how urgent requests are handled, and when an inquiry is marked closed. For a home repair company, losing an estimate request between email inboxes can be a process problem rather than a marketing problem. Lead nurturing is one part of this broader workflow, usually focused on maintaining a relationship over time. A workable lead process also needs accurate records, respectful communication, and reasonable handling of contact information, not necessarily expensive software.
