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Lead Management Workflow
On this page we explain 1) how to prepare and setup your workflow and 2) how to implement (automate) your workflow. In other words: How to further qualify leads and manage them based on behaviour.
Configuring your workflow will unlock the full potential of LeadBoxer. In real terms: we will measure key engagement milestones and organise your leads so that they are visualised (segmented) according to where they are in respective buyer stages. You can of course use the LeadBoxer without this extra configuration, but this will make it fly.
Main benefit: for each lead you can actually see what stage they are in. This determines how you interact and communicate with each lead. And who, in your company, will communicate with them; Marketing, Pre-sales, Customer Success or Sales.
The LeadBoxer LeadBoard: "Like Trello, but with your leads"
A B2B buyer's journey is made up of multiple buying phases or stages. Workflow automation enables you to map the stages to specific behavior (actions). You can then easily filter and segment both audience and users into their respective stages.
Think of this process as mapping the ideal sales flow.
There are 2 parts to the process of setting up and configuring your LeadBoard:
- 1.Define the stage(s) your prospects and leads need to complete in order to become real opportunities (see complete explanation below). Typically 3,4, or 5.
- 2.Create a list of key events that are measured and categorize them to each stage (see explanation below).
- 1.Make a new LeadBoard and add the stages from Step 1 above
- 2.In your Workflow Automation:
- 1.Add a tag with the name of the stage to each of the key events from Step 2,
- 2.Add rules to move cards between stages (based on lead tags)
In most cases, a complete buyer journey can be defined using these 7 stages:
- 1.Awareness : The buyer becomes aware that they have a problem. eg: searches in Google.
- 2.Orientation : The buyer starts looking around to orientate. eg reads blog posts, watch videos
- 3.Discovery : The buyer is checking out various solutions to their problem. Be in this list.
- 4.Interest : The buyer is interested in a few solutions, wants to know more, test it, see it.
- 5.Evaluation : the buyer has tested it, and is now evaluating and comparing solutions.
- 6.Intent : The buyer intends to buy a solution and wants to negotiate price or contract.
- 7.Decision : The buyer has decided on the best solution to their problem. Becomes a customer.
At LeadBoxer we focus on the middle part of this journey: the stages where behaviour can be measured and categorised. So we usually do not use the stages: Awareness and Evaluation.
To get started, we recommend you focus on these 5 remaining stages:
Obviously you can design and customize your workflow to your needs. Additional example stages are: Exploration, Nurturing, On-boarding, Negotiation, etc.
By default, we suggest to use these 5 stages to your first LeadBoard.
If you are primarily using LeadBoxer for Marketing, the last stage in your workflow is usually the moment a lead is passed on to sales and is often a Sales Qualified Lead (SQL).
Make a list of the events (pageviews, clicks, sign-ups, opening newsletter, etc) that characterize each stage of the customer journey. In other words, in order to score behavior and tag events, we need a list of key actions (events).
Examples of key events are: viewed a specific product page, viewed pricing page, downloaded a PDF white paper, Form submits, sign-ups, opened or clicked through from a newsletter or email, etc. We can measure anything and everything that takes place digitally.
Here are some example events that can be mapped to a buyer journey stage
These tags can be used to segment and move your leads into different columns on your LeadBoard. Events should be mapped to specific stages. For example, if a lead views a brochure they are tagged with ‘Orientation’.
The last step is to add logic so that leads automatically get moved through your stages from left to right. You can do this by adding additional Workflow Automations.
For example: If a lead is tagged with value 'interest' AND the lead is currently in stage 'Discovery', move the lead to stage 'Interest'
Once you have gone through all above steps, you will have a fully automated Lead Qualification process in place in the form of a LeadBoard automatically filled with Leads from your target audience. You can see your leads move to their current stage based on their behaviour.