Free Sales Social Media Lead Evaluation Template
Sales Social Media Lead Evaluation
Purpose
The Sales Social Media Lead Evaluation is designed to assess and score leads generated from social media platforms. This process helps prioritize and qualify leads for more effective engagement and conversion.
Lead Details
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Lead Name: |
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Lead Source: |
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Lead Contact Information: |
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Lead Description: |
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Lead Engagement Level: |
Evaluation Criteria
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Profile Information |
Lead's LinkedIn profile is comprehensive, indicating a professional background in IT. |
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Engagement Activity |
The lead frequently shares and comments on our posts, showing strong engagement. |
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Lead Interaction |
The lead previously attended a webinar on cloud security. |
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Lead Qualification |
The lead indicates a need for cloud security solutions and mentions a decision-making role. |
Scoring and Evaluation
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Profile Information |
5 |
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Engagement Activity |
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Lead Interaction |
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Lead Qualification |
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Total Score |
[00]/20 |
Evaluation Outcome
This lead is highly qualified and ready for a direct sales outreach. Schedule a call to discuss their specific cloud security needs.
Action Plan
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Schedule a call with the lead to discuss their cloud security needs.
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Prepare targeted content highlighting relevant solutions and benefits.
Documentation
Record Keeping: Document the lead's evaluation in our CRM for tracking and follow-up. Include notes on specific points of interest and potential pain points.
The Sales Social Media Lead Evaluation process ensures that leads from social media platforms are systematically assessed and prioritized, enabling a more effective and targeted sales approach. This approach results in higher conversion rates and better lead engagement.
