Adonis Jimenez

Deliverables

1. Intake Workflow Map: A clear step-by-step process that ensures every new lead is captured, qualified, routed, and followed up on consistently. It prevents missed opportunities by enforcing required fields, qualification logic, routing rules, and a clean CRM handoff. 2. Recommended Intake Form Questions: A practical form/question set grouped into sections that balance conversation (short, friendly) with qualification (useful, actionable). Each question includes a short description of why it matters and how Sales/Marketing teams use this form to avoid scaring leads away. 3. Required CRM / Lead Fields: A standardized field list used to capture, qualify, route, and follow up with new leads. These fields ensure consistent data collection across all channels and prevent incomplete or low‑quality records from entering the sales process. 4. Lead Qualification Rules: A simple, repeatable framework for determining which leads are high‑priority, nurture‑ready, or not a fit. This ensures consistent decision‑making across Marketing, SDR, and Sales teams and prevents pipeline bloat. 5. Lead Intake Form Wireframe: Defines the recommended structure, purpose, and logic of the form so teams collect consistent, high‑quality data that flows cleanly into the CRM and routing workflows. 6. Sales CRM Handoff: Once the business lead form meets the required criteria, the system transitions it from Marketing/Intake to Sales. At this point, all required fields must be completed, including lead source, contact details, qualification notes, and any captured intent signals. The CRM automatically assigns the lead to the correct sales owner, logs the latest activity, and triggers a notification to the receiving rep. A follow‑up task is created with a due date to guarantee timely outreach.