Lead qualification | recording answers

Part of lead qualification involves management of your leads. If you don’t have a customer relationship management (CRM) system or a contact management application, you can still manage leads.

Print up lead qualification sheets. On them, provide spaces for:

Even though I’ve always used CRMs and contact management applications, I still take lead qualification sheets to tradeshows and I’ve often kept them by the phone. It’s a handy way to record information on the fly. You can always input it to your application later.

And, if you just want to keep things simply by using paper, create a system of folders in your filing cabinet.