Lead Lifecycle & Attribution Mapping Checklist
Eliminate dropped leads between Marketing Qualified Lead (MQL) and Sales Qualified Lead (SQL) handoffs.
Most lead leakage happens at handoff. Marketing celebrates MQLs; sales never sees them—or sees them days late.
Define lifecycle states in writing, set a response SLA for high-intent leads, and require a real disqualification reason when a lead is closed out.
Use Entrapris CRM follow-up tickets so every MQL has an owner, due date, and closure path.
Core Standard Operating Procedures
- SLA Alignment to contact high-intent MQLs within 15 minutes.
- Lifecycle State Definitions separating MQLs, SQLs, and Opportunities.
- Multi-Touch Attribution Mapping capturing First-Touch and Last-Touch.
- Disqualification Reason Taxonomy enforcing specific loss reasons.
Ready to operationalize this playbook? Talk to Entrapris or explore modules.