Lead Management Process

Lead Management — Identify, Qualify, Convert
Move each opportunity through a clear, predictable pipeline — from first contact to proposal submission.

Why it matters
A disorganized sales process leads to dropped leads, slow follow-ups, and lost revenue. Our structured approach ensures every prospect is handled with clarity, speed, and consistency.

What we offer

  • Smart Lead Identification — Spot and introduce high-potential clients
  • Qualification Framework — Confirm fit with your ideal client profile
  • Engagement & Discovery — Initiate contact and capture project needs
  • SOW Alignment — Manage and track Scope of Work requests
  • Proposal Coordination — Prepae and submit formal proposals

Optional Add-ons

Expected Outcome (1–4 weeks)

  • A clean, structured pipeline
  • Clear qualification criteria and follow-up steps
  • Faster movement from lead to proposal

How it works
Identify lead → Qualify fit → Contact & gather details → Conduct discovery → Await SOW → Submit proposal