{"id":25775,"date":"2021-03-10T18:45:57","date_gmt":"2021-03-10T18:45:57","guid":{"rendered":"https:\/\/www.process.st\/templates\/inbound-sales-lead-discovery-checklist\/"},"modified":"2021-03-10T18:45:57","modified_gmt":"2021-03-10T18:45:57","slug":"inbound-sales-lead-discovery-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/inbound-sales-lead-discovery-checklist\/","title":{"rendered":"Inbound Sales Lead Discovery Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"text-content\">\n<p>This checklist is designed to integrate with Salesforce; by setting up an automation with <a href=\"https:\/\/zapier.com\/apps\/process-street\/integrations\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/webhooks\/\" rel=\"nofollow noopener\" target=\"_blank\">Webhooks<\/a>, you can have this checklist auto-generate whenever a record is created in Salesforce.<\/p>\n<p>For example, you could have this checklist generate whenever a record for a new trial sign-up is created in Salesforce.<\/p>\n<p>This checklist will help you:<\/p>\n<ul>\n<li>Check the formatting of the lead's info is correct;<\/li>\n<li>Verify some of the data around the quality of the lead;<\/li>\n<li>Send the updated information back to Salesforce assigned to a salesperson.<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"assess-the-legitimacy-of-the-lead\">\n<h2>Assess the legitimacy of the lead<\/h2>\n<div class=\"text-content\">\n<p>Look at the information below (pulled from Salesforce) and determine if this is a real lead or not.<\/p>\n<p class=\"style-danger\">If not, you can archive this checklist.<\/p>\n<p>Name: {Field pulled from Salesforce}<\/p>\n<p>Email: {Field pulled from Salesforce}<\/p>\n<p>Company: {Field pulled from Salesforce}<\/p>\n<p>Country: {Field pulled from Salesforce}<\/p>\n<p>Phone: {Field pulled from Salesforce}<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is this a real lead? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"format-contact-info\">\n<h2>Format contact info<\/h2>\n<div class=\"text-content\">\n<p><strong>Original Info<\/strong><\/p>\n<p>Name:&nbsp;Name<br \/>Email:&nbsp;Email<br \/>Company:&nbsp;Company<br \/>Country:&nbsp;Country {<strong>Map<\/strong> <strong>URL pulled from Salesforce<\/strong>}<br \/>Phone:&nbsp;Phone<\/p>\n<p>{<strong>Salesforce URL<\/strong>}<\/p>\n<p>Search shortcuts: {<strong>name<\/strong>}<strong>&nbsp;<\/strong>| {<strong>website<\/strong>}<strong>&nbsp;<\/strong>| {<strong>email<\/strong>}<strong>&nbsp;<\/strong>| {<strong>company<\/strong>}<strong>&nbsp;<\/strong>| {<strong>name &amp;<\/strong> <strong>company<\/strong>}<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Formatted First Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Formatted Last Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Formatted Company <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Formatted Title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Formatted Phone <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-to-rep\">\n<h2>Assign to Rep<\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Campaign <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Number of Employees: <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Lead Location:&nbsp;Country {<strong>map<\/strong>}<br \/>cb_employees:&nbsp;cb_employees<\/p>\n<p>{<strong>Spreadsheet with campaign descriptions<\/strong>}<\/p>\n<p>Select <strong>Employees &gt;= 50<\/strong>&nbsp;when a lead meets all the below requirements<br \/><strong><br \/>Employees:<\/strong>&nbsp;&gt;= 50<br \/><strong>Contact Location:<\/strong>&nbsp;USA, Canada, UK, Ireland, Netherlands, Israel, Australia, NZ<br \/><strong>Industry:<\/strong>&nbsp;Computer Software, Computer Networking, Computer Hardware, Computer &amp; Network Security, Information Technology and Services, Internet, Wireless<strong><br \/><\/strong><\/p>\n<p>Example: 75 employees, contact location USA, computer software company&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approve-contact-info--send-to-salesforce\">\n<h2>Approve contact info &amp; send to Salesforce<\/h2>\n<div class=\"text-content\">\n<p><strong>Formatted Info:<\/strong><\/p>\n<p>Name: {{form.Formatted_First_Name}} {{form.Formatted_Last_Name}}<br \/>Company: {{form.Formatted_Company}}<br \/>Phone: {{form.Formatted_Phone}}<br \/>Assignment: {{form.Campaign}}<br \/>Tech Employees &gt;= 50:&nbsp; {{form.Number_of_Employees:}}<br \/>Employee Source: {{form.Employee_source}}<\/p>\n<p><strong>Original Info<\/strong><\/p>\n<p>Name:&nbsp;Name<br \/>Email:&nbsp;Email<br \/>Company:&nbsp;Company<br \/>Employees:&nbsp;cb_employees<br \/>Country:&nbsp;Country<br \/>Phone:&nbsp;Phone<\/p>\n<p>{<strong>Salesforce URL<\/strong>}<\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This checklist is designed to integrate with Salesforce; by setting up an automation with Zapier or Webhooks, you can have this checklist auto-generate whenever a record is created in Salesforce. For example, you could have this checklist generate whenever a record for a new trial sign-up is created in Salesforce. 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