How to delegate · Sales and lead generation
How to delegate inbound lead qualification
Delegate inbound lead qualification by writing a scoring rule, such as company size, need, budget, and timeline, and a reply for each outcome. Your hire reviews every form fill and inquiry, researches the company, scores the lead, routes qualified leads to sales fast, and nurtures or politely closes the rest.
How to delegate inbound lead qualification, step by step
1. The SOP outline
- Check new inbound leads at set times during the day.
- Research the company and contact to fill gaps in the form.
- Score the lead against the written criteria.
- Route qualified leads to sales with a summary; send nurture or decline replies to others.
- Record the score and outcome in the CRM.
2. Access and tools to set up
- Form and inbox notifications for inbound leads.
- CRM access with lead status fields.
- Written scoring criteria and reply templates.
- A company data tool for quick research.
3. What good looks like
- Every inbound lead gets a reply the same business day.
- Sales sees only leads that fit, each with a summary.
- Poor-fit leads still get a courteous answer.
4. Weekly metrics to review
- Inbound leads reviewed and response time.
- Share routed to sales as qualified.
- Qualified leads that became opportunities.
Mini SOP checklist
- Check new leads at set times
- Research company and contact
- Score against the criteria
- Route qualified leads with a summary
- Reply to everyone else
- Record score and outcome
Who to hire for inbound lead qualification
Sales Development Representative. A full-time Sales Development Representative from the Philippines is $1,800 a month through Rekruuto. Every hire works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Free tool for this handoff
Should I hire offshore? quiz: Answer eight quick questions to see whether you are ready to hand this work to a full-time hire.
Related tasks to delegate
- How to delegate appointment setting
Delegate appointment setting by defining what a qualified meeting is, the questions to ask, and whose calendar to book.
- How to delegate CRM updates
To delegate CRM updates, define the required fields for each stage and how notes should be written.
- How to delegate prospect research
To delegate prospect research, give your hire a one-page brief for each meeting or account: what you need to know and where to look.
Questions about delegating inbound lead qualification
What criteria should I use to qualify leads?
Use the few things that predict a good customer for you, such as company size, the problem they describe, timeline, and budget fit. Keep the list short enough to apply in minutes.
Should poor-fit leads get a reply?
Yes. A short, helpful reply with a resource or referral protects your reputation and sometimes brings the lead back later.
Who should I hire to handle inbound lead qualification?
A full-time Sales Development Representative. A full-time Sales Development Representative from the Philippines is $1,800 a month through Rekruuto. Every hire is a full-time professional based in the Philippines who works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Hand inbound lead qualification to a full-time hire
Rekruuto places full-time professionals from the Philippines who work your hours. Most roles are $1,800 a month; software developers and AI Implementation Specialists start from $2,500 a month. Candidates pass top 2% vetting, every hire starts within 14 days, and the first week is a trial with a replacement or refund.