Fillable R2V1 Lead Management Audit Worksheet HUBSPOT

Fill Online, Printable, Fillable, Blank R2V1 Lead Management Audit Worksheet HUBSPOT Form

Use Fill to complete blank online OTHERS pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

R2V1 Lead Management Audit Worksheet HUBSPOT

On average this form takes 9 minutes to complete

The R2V1 Lead Management Audit Worksheet HUBSPOT form is 9 pages long and contains:

  • 0 signatures
  • 14 check-boxes
  • 31 other fields

Country of origin: OTHERS
File type: PDF

BROWSE OTHERS FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
There are five major stages to audit in your
lead management process: Lead generation,
Lead qualification and segmentation, Lead
nurturing, Lead scoring and routing, and
Measurement of success. In order to identify
and prioritize which stage to tackle first, audit
the stages in the following order:
1. Lead generation
2. Lead qualification and segmentation
3. Lead nurturing
4. Lead scoring and routing
5. Measurement of success
Answer the questions below to evaluate which elements of
your lead management process may need improvement
and which stages should be prioritized.
LEAD MANAGEMENT AUDIT
1. Lead generation
Do you have a way of generating leads through your website?
Lead Management Audit Worksheet
If you answered Yes, answer the following questions:
What is your average view-to-contact conversion rate on your website?
How does it compare to benchmarks?
How are you generating the most leads? From what sources? From what campaigns?
From what content?
Where should you be generating more leads? From what sources?
From what campaigns? From what content?
YES NO
Notes:
Notes:
Notes:
Lead Management Audit Worksheet
2. Lead qualification and segmentation
Do you have a way to qualify sales-ready leads or segment new contacts that enter
your database?
If you answered Yes, answer the following questions:
Is your sales team spending too much time talking to unqualified leads? What type of
leads should not be passed to your sales team?
Is your marketing team sending blast emails and receiving low engagement or high
unsubscribes? Which emails are garnering these results?
Are you able to identify which contacts are ready to enter your sales process? Which
contacts need more email nurturing?
YES NO
Notes:
Notes:
Notes:
Do you have a way to engage and nurture your non-sales qualified leads?
Lead Management Audit Worksheet
2. Lead qualification and segmentation continued
What’s the difference between a marketing qualified lead vs. a sales qualified lead?
What are your segments? Why do you segment those contacts?
3. Lead nurturing
If you answered Yes, answer the following questions:
What is your average email open rate and click-through rate? Are these meeting
industry benchmarks?
YES NO
Notes:
Notes:
Notes:
Lead Management Audit Worksheet
3. Lead nurturing continued
Do you have a high unsubscribe rate? Which emails have the highest
unsubscribe rates?
Do you have automated emails set up based on a contact's activity or information?
Which emails can you automate to save your marketing team more time?
Are your lead nurturing efforts helping turn contacts into sales qualified leads?
Which emails or content are doing this the best?
Are your lead nurturing efforts influencing purchases? Which emails or content are
influencing the most purchases?
Notes:
Notes:
Notes:
Notes:
Lead Management Audit Worksheet
4. Lead scoring and lead routing
Is your sales team struggling to prioritize which leads to speak to?
If you answered No for either question, answer the following questions:
Have there been any sales-ready leads that haven’t been taken care of recently?
Why is that and how can you close that gap?
How is your sales team notified of a sales-ready lead? Can that process be automated?
Do each of your salespeople manage certain leads based on industry or product
interest? If so, which sales member should handle those leads?
YES NO
Are leads often being missed or not getting passed to the right salesperson?
YES NO
Notes:
Notes:
Notes:
Lead Management Audit Worksheet
4. Lead scoring and lead routing continued
What qualities or activities do your sales teams consider when prioritizing which
leads to speak to?
5. Measurement of success
For your activities that help manage leads, are you able to measure the ROI?
If you answered Yes for either question, answer the following questions:
What are your KPIs for lead management? How do you track and measure those?
Are you meeting those KPIs?
YES
Can you attribute which activities helped turn leads to customers?
YES
Notes:
Notes:
Lead Management Audit Worksheet
5. Measurement of success continued
Is your lead management process helping move leads through their buyer’s journey?
If so, how do you prove that?
Is your lead management process influencing more customers and purchases?
If so, how are you measuring that?
Are your lead management activities making it easier for your marketing team to
manage leads? Are they making it easier for your sales team to manage leads?
Notes:
Notes:
Notes:
Lead Management Audit Worksheet
Lead management priorities
List the stages you need to improve in order from 1 to 5, and add what you would like
to improve about that stage.
Need additional help?
Watch the HubSpot Academy video Auditing Your Lead Management Process.
Priority
1
2
3
4
5
Lead management stage What to improve
Notes:
Notes:
Notes:
Notes:
Notes:
Notes:
Notes:
Notes:
Notes:
Notes:
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

R2V1 Lead Management Audit Worksheet HUBSPOT

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 8 March 2022

Message

View Audit Log
Print With Audit Log
Duplicate Document