Lead process fact sheet

Launching a new lead management process?

The most work is after the launch! And it takes anywhere from 6 tot 12 months before the new process is fully used without questions. Don’t expect every colleague to understand you flawlessly from the start.

Training materials are a must-have (e.g. online training videos). During the presentation a laminated “fact sheet” was mentioned, which was distributed amongst colleagues. It lists the most basic tasks. Please find the example below: