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Lead Assessment Policy Procedure

The Lead Assessment Policy Procedure is available in the Sales & Marketing Policies and Procedures manual.

The Lead Assessment Policy Procedure outlines methods for classifying sales leads and identifying leads ready for attention of the professional sales staff. The lead assessment procedure helps determine which leads generated by advertising, marketing, and sales are prospective customers that should receive a sales call.

The Lead Assessment Policy Procedure applies to all sales leads generated by marketing, advertising, and sales efforts. (12 pages, 1466 words)

Lead Assessment Activities Covered

• Qualifying Leads Plan
• Qualifying Leads
• Monitoring the Qualifying Process
• Improving the Qualifying Process

Lead Assessment Forms Included

• Prospect Management Plan Form
• Prospect Database Form
• Qualifying Questionnaire Form

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