Lead Qualification

Overview

Qualification workflow from form/email intake through scoring, routing, and nurture enrollment.

Flow

Trigger: New inbound lead

1. 1
   Trigger

   Lead created

2. 2
   Integration

   Enrich (optional)

3. 3
   Action

   Score fit

4. 4
   Condition

   Qualified?

5. 5
   Action

   Route to owner

6. 6
   Action

   Else enroll nurture

7. 7
   Manual

   Weekly scorecard review

Setup instructions

Write the scorecard before automating. Review borderline cases weekly.

Failure cases

• Biased rules
• Stale territories