How to triage inbound form leads
The Pipeline Crew sorts form submissions into sales-ready, needs nurture, and not a fit, with the reason for each. You confirm the sort before anything changes.
Pipeline Crew
When you need this
Your contact form mixes real buyers with job seekers, vendors and spam, and sales wastes time sorting it.
How the crew does it
Read each submission
Pipeline Crew
Atlas reads the form answers, company and source for each new submission.
Check it against your ideal customer
Pipeline Crew
Each submission is compared with the ideal customer profile you gave the crew.
Sort and explain
Pipeline Crew
Submissions are sorted into sales-ready, nurture or not a fit, with the reason written next to each.
Confirm the sort
You
You confirm or change each call. Confirmed sales-ready leads move to routing and a drafted first reply.
What waits for you
Each triage call, and anything written back to the CRM as a result.
Connect
CRM, Spreadsheet or CSV
Measured by
Sales-ready leads confirmed and the booked meetings that follow from them.
Limits
Triage needs an ideal customer profile to judge against. The crew does not delete submissions or contact anyone.