Lead Management
The full journey of a lead, handled on rails.
Workflow
Step 1Source Integration
ObjectiveConnect every lead source.
InputLead sources
OutputIntegrated sources
Key activities
Integrate all channels into one system
Decision points
Do we capture everything?
Tools: IntegrationsRoles: RevOps
Success: All sources connected
Quality gate: Go: complete. Loop back: leaks.
Why it matters
- Leads are perishable. A managed system captures and routes them fast; an unmanaged one loses them to silence.
Best practices
- Integrate every source into one system.
- Score and route automatically.
- Monitor data quality at the source.
- Report on lead-to-revenue, not just lead count.
Common mistakes
- Leads stranded in tools that don't sync.
- Duplicate leads splitting effort.
- No visibility into where leads leak.
Key questions
- Where do leads get lost today?
- How fast does a lead get a first touch?
Agents that drive this
HygieneQualifier
Tools we use · alternates in [ ]
HubSpot[ Salesforce, Pipedrive, Attio ]n8n[ Zapier, Make, Airflow ]Supabase[ Postgres, Firebase ]