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Implement MQL Assignment and Handoff System

Description

Marketing-qualified leads (MQLs) are valuable, but only if they’re followed up on promptly and effectively. This milestone sets up a system to automatically assign MQLs to sales reps, notify them of new leads, and track handoff success. By streamlining this process, you ensure no lead slips through the cracks and create a seamless connection between marketing and sales.

Process Summary

  1. Define MQL Criteria: Collaborate to determine what qualifies a lead as an MQL (e.g., form submissions, engagement levels).
  2. Workflow Automation: Build workflows to assign MQLs to sales reps based on predefined criteria and notify them immediately.
  3. Tracking and Reporting: Create dashboards to track MQL handoffs, follow-ups, and conversion rates.
  4. Testing and Training: Test the system with sample leads and train the sales team on MQL handling best practices.

Requirements

  • Defined criteria for MQL qualification.
  • Collaboration to assign lead ownership rules.
  • Feedback during testing to ensure smooth handoff processes.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • Automatic MQL assignment ensures leads are acted on promptly.
  • Improved alignment between marketing and sales teams.
  • Real-time visibility into MQL handoffs and conversion success.