BOS
BOS
Playbook

Lead Qualification Playbook

Automate your lead scoring and qualification process to ensure sales focuses on high-potential opportunities.

Duration
2-3 weeks
Difficulty
Intermediate
Category
Sales
Overview

A step-by-step guide to setting up automated lead qualification that scores inbound leads based on fit, engagement, and intent signals.

What You'll Accomplish

In this playbook, you'll build an autonomous lead qualification system that evaluates every inbound lead against your ideal customer profile (ICP), scores them based on engagement signals, and automatically routes high-quality leads to your sales team.

This eliminates time waste on low-fit prospects and ensures your sales team focuses on the opportunities most likely to close.

Before You Start

  • Access to your CRM (HubSpot, Salesforce, Pipedrive)
  • Defined ideal customer profile (ICP) or buyer persona
  • Current list of lead sources (web forms, LinkedIn, etc.)
  • Sales team alignment on what 'qualified' means at your company
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