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Practical guide · Customer acquisition · AIBS

How should your SME qualify and follow up leads?

A prospect becomes useful to your sales process when you understand their need, fit with your offer and the next action to take. Start with shared criteria and simple tracking before increasing contact volume.

Every stage should give the contact a next step
Understand the enquiryQualify the needAgree on an action

1. Agree what makes an enquiry relevant

Define qualification criteria with your sales team. Separate expressed interest from fit with your offer: an interaction alone does not show that a contact is ready to buy.

Salesforce Trailhead — defining qualification criteria

2. Ask questions that prepare the next step

For the first conversation, clarify the need, intended service, context and timing. Ask only what helps route the enquiry; details can be completed during discussion. If the need falls outside your scope, explain that rather than count it as an opportunity.

3. Give every prospect an owner

Keep the source, a short need summary, last contact date and a dated next action, such as checking a point, arranging a meeting or answering a question. Agree a realistic response window and a way to pick up enquiries left without follow-up.

4. Measure each stage separately

Google Analytics distinguishes new, qualified and converted leads in its acquisition report. These measures require the corresponding events to be sent; they do not automatically follow from button clicks.

Google Analytics — distinguishing lead acquisition stages

Contact, qualified lead or customer?
StageWhat you need to knowPossible next action
Enquiry receivedSomeone has actually submitted an enquiryRead it and check the need
Qualified leadThe need meets criteria agreed with the teamArrange an appropriate sales conversation
CustomerA sale has been confirmed under your commercial rulesPass context to the team delivering the service

More acquisition or better follow-up?

If suitable enquiries remain unanswered, start with follow-up. If contacts are handled but rarely relevant, review messaging and qualification. If relevant enquiries are too scarce, examine visibility and channels. These situations call for different actions.

Which measures should your SME use?

Track enquiries received and qualified leads over a shared period, then meetings actually held and confirmed sales. To calculate a qualification rate, divide qualified enquiries by examined enquiries from the same group. For cost per qualified lead, specify included expenditure and the period; with no qualified leads, that cost cannot be calculated. Avoid comparing campaigns whose sales cycles have not matured in the same way.

Prepare your first conversation with AIBS

  • Your offer and target customer profile.
  • A few anonymised recent enquiries, both relevant and out of scope.
  • Contact sources and acquisition actions already tried.
  • The enquiry owner and tools used.
  • Your objective, follow-up capacity and available resources.

Key takeaways

A useful journey connects a clear offer to a relevant enquiry and a tracked next action. Contact volume, qualification and sales should remain separate observations.

Help your sales team adopt a CRM

References on qualification and measurement