Inquiry-to-Qualified
A run starts when an inquiry lands with an owner: a form somebody filled in, a trial they started, an event they came to, a referral from a partner. The processes here answer it inside the clock the organization has promised, ask the questions that separate a real evaluation from a browse, record what was learned in a shape the next stage can read, and end in a decision to work it, to send it back for nurture, or to say no and say why. The decision is what this stream produces. The routing that delivered the inquiry is operations, the demand that created it is marketing, and the discovery that follows a yes is the next stream here.
vs/sls/inquiry-to-qualified v1The processes
The processes in this stream
Answer an Inbound Inquiry
Starts withan inquiry lands with an owner
Ends whenthe inquiry is answered and qualification has it
Activities inside
- Take in the Inquiry
- Start the Response Clock
- Match the Inquiry to a Record
14 activities · 52 blanks to fill · 1 human gate
Qualify an Opportunity
Starts withan answered inquiry reaches qualification
Ends whenthe decision is made and the reason is on the record
Activities inside
- Take in the Answered Inquiry
- Read the Account Again
- Read the Company
16 activities · 53 blanks to fill · 6 human gates
Return a Lead to Nurture
Starts witha qualification ends in nurture
Ends whenthe lead sits with nurture, dated, and the outcome is recorded
Activities inside
- Take in the Return Decision
- Read the Reason Given
- Check the Reason Against the Record
13 activities · 46 blanks to fill · 2 human gates