Sustainable Energy Solutions Provider Network Workflow

Initial Lead Capture

Type: Fill Checklist

The Initial Lead Capture step involves the process of identifying and gathering information about potential customers who have expressed interest in a company's product or service. This can be done through various channels such as online forms, phone calls, email inquiries, social media, or referrals. During this stage, lead capture involves creating a structured system to collect and store relevant data from these potential customers. The goal is to establish a connection with the leads and understand their needs, preferences, and pain points. This information will serve as a foundation for further analysis, segmentation, and nurturing of the leads through subsequent workflow steps. Key activities in this step may include setting up lead capture forms, creating email sequences, and developing criteria for qualifying and disqualifying potential customers based on their expressed interest and demographic characteristics.