Refine My Lead Qualification Process

My B2B funnel produces plenty of names, yet the hand-off from “interesting contact” to “sales-ready opportunity” still feels fuzzy. I need a fresh, data-driven review of the entire lead qualification stage and a concrete plan to tighten it up.

Current situation
• Volume is healthy, sourced elsewhere.
• Qualification relies on a blend of manual eyeballing and automated tools (Zapier + CRM rules).
• Pain points: vague qualification criteria, an inconsistent scoring model, and follow-ups that sometimes happen too late—or not at all.

Scope of work
1. Analyse the criteria I’m using now for qualifying leads, highlight gaps, and draft a sharper, objective-backed set of attributes that match our ideal customer profile.
2. Redesign the scoring system so every lead receives a clear numeric score tied to intent signals and firmographics.
3. Map out a follow-up strategy that aligns cadence, messaging, and channel to each score tier.

Deliverables
• Audit report with findings and quick-win recommendations.
• Updated qualification matrix and scoring spreadsheet (or CRM ruleset) ready to deploy.
• Playbook outlining step-by-step follow-up flows, sample emails, and timing guidelines.
• A short hand-off call or screen-share walkthrough to ensure everything is understood and actionable.

Success is a process that flags high-fit, high-intent leads automatically, routes them to sales with context, and places lower-scoring names into appropriate nurture sequences. If this matches your expertise in lead ops, analytics, or RevOps tooling, the next step is to dive into my existing data and workflows and start sharpening.