Effective Lead Handoff in Sales Prospecting PPT


This PPT slide, part of the 131-slide Predictable and Scalable Sales Process for B2B Business PowerPoint presentation, outlines Step 5 of a structured sales prospecting process, titled "Pass the Baton." This step emphasizes the importance of transitioning leads and opportunities efficiently within the sales team. The central theme is about ensuring a seamless handoff to dedicated sales development representatives and account executives.

The slide is divided into several sections, detailing the stages of engagement with leads. The first stage, labeled "Cold," indicates a lack of meaningful interaction, highlighting scenarios where leads are unresponsive or misaligned with the sales team's focus. This stage suggests that initial outreach methods, such as mass emails and research calls, are essential for warming up these leads.

The second stage, "Working," focuses on active conversations with potential clients. It prompts the sales team to assess whether they are engaging with the right contacts and to evaluate the revenue potential and current situation of the lead. This stage is crucial for identifying the business case and determining the next steps in the sales process.

The "Nurturing" section outlines how to manage leads that are in varying stages of engagement. It includes active opportunities passed to account executives, quarterly check-ins, and follow-ups on previously identified dead opportunities.

Lastly, the slide highlights what to avoid during this process. It cautions against wasting time on current clients and duplicate leads, which can detract from overall productivity.

This structured approach provides clarity on managing leads effectively, ensuring that sales teams can focus their efforts on high-potential opportunities while minimizing inefficiencies.




EXPLORE MORE SLIDES FROM THIS PRESENTATION


EXPLORE MORE PRESENTATIONS ON

Sales B2B Business Case

Are you familiar with Flevy? We are you shortcut to immediate value.
Flevy provides business best practices—the same as those produced by top-tier consulting firms and used by Fortune 100 companies. Our best practice business frameworks, financial models, and templates are of the same caliber as those produced by top-tier management consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture. Most were developed by seasoned executives and consultants with 20+ years of experience.

Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab



Flevy is the world's largest knowledge base of best practices.


Leverage the Experience of Experts.

Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.

Download Immediately and Use.

Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.

Save Time, Effort, and Money.

Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.




Read Customer Testimonials



Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.