Step 1
Step 1
Define shared lead quality rules.
Back to use cases
Marketing and sales teams working together
Give both teams one clear process for lead handover.
Set shared rules so leads move smoothly from marketing to sales.
What is going wrong today
- Marketing and sales disagree on lead quality.
- Ownership is unclear after assignment.
- Campaign teams do not get clear quality feedback.
What to do next
- Agree on what counts as a good lead.
- Set clear response timelines.
- Record simple reasons when leads are rejected.
- Review source quality together every week.
Simple 4-step plan
Step 2
Step 2
Assign clear ownership for each lead.
Step 3
Step 3
Track why leads are accepted or rejected.
Step 4
Step 4
Review results together every week.
Business results to track
Expected results
- Fewer arguments between teams.
- Cleaner lead handling process.
- Faster campaign improvement.
Simple scorecard
On-time handover
Higher
Unclear rejections
Lower
Source confidence
Improved
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