Lead

Identify individuals who've shown initial interest in your offering, separating them from cold prospects for targeted nurture.

Lead

Lead

definition

Introduction

A lead is a person or organisation whose contact details you lawfully hold and who has shown some level of interest in your expertise however slight. That interest might be downloading a white paper, requesting a pricing sheet, or handing over a business card at a trade-show. What matters is that the individual performed an intentional action and left a trace you can follow up. Simply scraping addresses from the internet, buying a list, or counting anonymous page views does not create leads; those records lack consent, context and genuine engagement. In my own practice I define a lead as “a known name, firm, and at least one direct channel email or phone acquired through an opt-in or legitimate interest event.”

HubSpot creates a contact record the moment an email is captured and tags it Lead by default.

Pipedrive inserts new people or organisations as Leads in the Lead Inbox before they graduate to Deals.

Why it matters

Leads matter because they represent the pool of potential future customers who've opted into your marketing, making them legally contactable and demonstrably interested in your category or solution. Without a systematic approach to capturing, tracking, and progressing leads, your marketing efforts generate unmeasurable activity rather than quantifiable pipeline contribution. For B2B organisations especially, where buyers research extensively before engaging sales, lead capture mechanisms (gated content, demo forms, email subscriptions) ensure you don't lose prospects who are months away from purchase readiness. The distinction between lead types prevents waste: sales teams closing low-quality leads produce terrible conversion rates and demoralize the team, whilst high-quality leads sitting uncontacted in marketing databases represent pure lost opportunity. Lead metrics volume, quality, source, cost per lead also provide crucial feedback on channel effectiveness, helping you allocate budget to acquisition tactics that produce viable prospects. Organisations tracking lead progression through defined stages report 50% shorter sales cycles because systematic qualification and nurture prepare leads properly before sales engagement. The lead framework also creates accountability: marketing owns lead generation and initial qualification; sales owns lead conversion. This handoff clarity reduces the finger-pointing that paralyses growth when results disappoint.

How to apply it

Capture only intentional signals

Install clear opt-in forms, gated assets and event scanners that require deliberate action from the prospect. Resist the lure of purchased databases; they inflate list size while eroding engagement and deliverability.

Enrich promptly for context

Within minutes of capture, append company size, industry and role through an enrichment service like Cognism. Fast enrichment allows instant routing rules enterprise prospects may flow to senior account directors, while start-ups enter an automated nurture track.

Tag the true source, not the last click

Record the first meaningful touch not simply “website” so you know whether the original magnet was a podcast mention, a referral webinar, or a paid-search ad. Source clarity proves which magnets genuinely attract your ICP.

Score for fit and engagement

Apply a lightweight points system: industry match, seniority, company size and recent actions such as webinar attendance. Leads above a threshold escalate to Marketing-Qualified Lead status; those below enter a longer nurture programme.

Hand over with an SLA

Create a service-level agreement: sales commits to contact new leads within, say, 24 business hours. Marketing, for its part, promises that each record meets baseline qualification fields. The SLA closes the loop and converts “leads generated” into “leads worked.”

A robust lead process intentional capture, immediate enrichment, accurate tagging, sensible scoring and timely hand-off turns raw interest into an orderly queue for nurturing and qualification, setting the stage for the deeper stages of MQL and SQL that follow in the revenue engine.

Keep learning

Sales pipeline

Your sales pipeline works exactly like a marketing funnel, you just need to know how to optimise it. Build the assets that help your team close: proposals that win, workflows that keep deals moving, and materials that answer objections before they kill opportunities.

Explore playbooks

How to design your sales process

How to design your sales process

Most sales processes are cobbled together inconsistent stages, unclear handoffs, and no visibility into what's working. A proper process turns chaos into predictability. Define stages that match how buyers actually decide, automate the busywork, and track metrics that reveal bottlenecks before deals stall.

How to set up proposals and quotes

How to set up proposals and quotes

Proposals sent via email disappear into inboxes. You don't know if they've been opened, which sections were read, or whether pricing scared them off. Proposal software tracks engagement, automates generation from CRM data, and shows exactly where prospects get stuck so you can follow up intelligently.

How to create sales collateral

How to create sales collateral

Sales reps need more than a pitch deck. They need email templates that don't sound robotic, case studies that prospects recognise themselves in, calculators that quantify ROI, and videos that explain complex value quickly. Build the collateral that makes selling easier.

Related books

$100M Leads

Alex Hormozi

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$100M Leads

Clear take on list building, offers and outreach. See how to adapt the playbook for B2B, protect your domain, and turn attention into qualified pipeline.

Related chapters

1

How to connect forms to your CRM

Link every form submission directly to your CRM. Ensure no lead gets lost and follow-up happens automatically every time.

2

How to set up lead scoring

Automate lead qualification by scoring prospects on behaviour and fit. Help sales focus on hot leads first, not random inquiries.

Wiki

Discovery call

Conduct exploratory conversations to understand prospect situations and qualify fit before investing time in demos or proposals that might waste both parties' time.

Gated content

Require email addresses in exchange for valuable content to generate leads whilst ensuring the asset provides enough value to justify the friction.

MQL

Flag leads who meet defined engagement or fit criteria, creating a qualified handoff between marketing and sales for efficient follow-up.

Closing techniques

Use specific tactics that ask for the sale and overcome final hesitation to convert qualified prospects who need a clear signal that it's time to commit.

Objection handling

Prepare responses to common purchase concerns to address doubts confidently and move deals forward rather than being surprised by predictable pushback.

Progressive profiling

Gradually collect information across multiple form submissions rather than overwhelming new leads with long forms that decrease conversion rates.

SQL

Identify prospects that sales has vetted as qualified opportunities, establishing the handoff from marketing to active deal pursuit.

Lead

Identify individuals who've shown initial interest in your offering, separating them from cold prospects for targeted nurture.

Sales cadence

Sequence multiple touchpoints across channels and time to increase response rates through persistent but respectful follow-up that prospects don't perceive as harassment.

Content upgrade

Offer specific downloadable resources related to blog content to convert readers into leads by providing deeper value on topics they're already interested in.

BANT

Qualify leads systematically by assessing budget, authority, need, and timing to focus sales effort on high-potential opportunities.