You've found a new lead when outbound prospecting - woohoo! What are the next steps? Continue reading to learn what to do.
New Outbound Lead Qualification Process
You've found a new lead when outbound prospecting - woohoo! What are the next steps? Continue reading to learn what to do.
Step 1: Add Contact and Company to HubSpot via LinkedHub Tool
When you've found a new prospect you'd like to reach out to - add them on HubSpot via LinkedHub along with their associated company.
Step 2: Set Company Property "Target Account" to Target Account Tier 1
Visit the company's record and set the property "Target Account" to Target Account Tier 1.
Step 3: Notify Company Owner (if company is not assigned to you)
If the company owner is different from yourself, notify the company's existing owner and let them know you'd like to reach out to this individual prospect.
Step 3: Enroll the contact in the sequence, "Discovery Meeting Sequence"
Now that we've taken care of a majority of the internal data housekeeping items above, it's time to reach out to the prospect! Please enroll them in the "Discovery Meeting Sequence" sequence.
Be sure to enroll the contact into the sequence that has YOUR NAME in the title.
This sequence is designed to automatically reach out to the prospect and try to get them to book a meeting with you.
Final Notes
If the prospect books a meeting from your sequence: They will be automatically unenrolled from the sequence and a new deal for them will be made on the New Client Growth Pipeline.
If the prospect DOES NOT book a meeting: A task will be assigned to you to follow-up with the lead and disposition them (if applicable)