Lead Management Process – Identify Quality Leads – Part 1

Lead Management Process segments and identify qualified leads to better conversion to present the sales letter. It combines two parts; the first identifies the quality of information by follow-up emails and email broadcasting. Once we have identified the quality leads, then start the sales campaign by sending the sales letter. The second is to use the marketing campaigns or funnel process to close the targeted leads’ sales.

The lead management requires follow-up, tracking, broadcast, analytics, campaign setup, and analysis to identify the targeted leads. It has done by best email marketing services and customer relationship management tools.

Why do we need a lead management process?

The lead management must find the qualified emails to make a business deal from the captured list on the landing page.

  • It helps to segment our list for sending a sales letter. Moreover, the segmented list provides better conversion during product launches.
  • Managing captured leads helps to analyze our leads, and we can classify the most profitable leads for marketing campaigns.
  • With the help of personalization and tagging in email follow-ups afters and broads casts, we can find quality leads for product purchases.
  • It helps identify the different strategies to build our marketing funnels to achieve sales.

After a successful lead generation process, the first part of lead management is Lead Segmentation, Lead scoring, Lead nurturing, and qualified leads. We need to segment the leads by behavior, characters, interest, goal, and motivation for better lead management. The better-managed leads are easier to send marketing campaigns with different strategies.

Customer Segmentation

Customer Segmentation

The second part will cover analytics and insights about follow-up, broadcasts, and campaigns with tracking. This part will help create more strategies for timely lead management for product launches. Moreover, the second one is the temporary lead management for product launches. It allows for a better customer management process with CRMs.

How to process subscribers to create the targeted list?

Lead management is the process of identifying the eligible list to send a marketing campaign. The first part covers the identification of quality leads for a particular event. The second part of this article will cover the classification of quality leads to use marketing strategies for conversion.

Remember that the lead segmentation, scoring, nurturing, and quality leads are behind every lead management process.

How to identify quality leads by lead management?

Quality lead identification is the 7 step procedure in the lead management process. It starts from lead segmentation to targeted lead identification. We can use email marketing services to achieve this process.

Follow-up emails – starts with thank you and welcome.

The follow-up emails start with the thank you message for the ate lead capture page subscriptions. Moreover, it can begin with a welcome message for the subscriber that remembers the goal of the subscription, which constantly engages the subscribers with upcoming emails.

The lead generation process ends with thank you and a welcome message from the subscribed list. These two mails should be automated emails with custom email templates. Many email service providers like GetResponse offer custom templates for broadcastings.

These two automated follow-up emails are beneficial in

  • selling products,
  • online programs
  • Events like the launch of membership sites.

We need to setup automated emails with instant follow-ups, such as login interface and access details. So every list should have follow-up emails based on its goals.

Once we captured the lead, we automated the first two follow-up emails with thank you and welcome messages in the lead management process. Now we are ready to segment our leads based on leads’ interest in our products or services.

Follow up Email series for leads

Follow up series for leads

After the initial follow-up, we need to follow our leads with an email at regular intervals.

The follow-up emails are a series of emails sent to remember subscriptions. That brings attention to the goal of being subscribed to that list.

Email Broadcasts with tagging

The email broadcast is the unique email sent to all emails captured on the landing page. The broadcasting emails are the starting point of the lead management process. This email is about a single email sent to identify the thoughts of leads with the product or service we will offer shortly.

The broadcast emails always use the tag in its email services providers to track the analytics. It provides insights about opened, clicked, and lead engagements in the broadcasted emails. We can segment the interested leads for that single broadcast based on these insights and tags.

Every broadcast needs a unique concept that we should cover in that email. We can use unique templates with broadcast emails, and even we can add polls and survey within the broadcasted emails. Remember, unlike follow-up emails, it should not have multiple emails. It should be one unique email to test the pulse of the leads.

We should send broadcast emails only if we need to test them. Otherwise, we can use follow-up emails, email campaigns, or email series to engage leads. So broadcast emails need a purpose for testing and segmenting the lead. It may be a new product launch or a community participation event.

In the lead management process, the lead segmentation for a purpose is initiated here. Next is an email series or campaign set up to present our thoughts and get feedback from the leads.

Email Campaign or Email Series Setup with schedule

Lead management is the process to find targeted or quality segments of our email list to achieve better conversion during event launch. The email series set up and running email campaigns are essential to engaging our leads regarding their interest in being subscribed to in landing pages.

However, the frequent email series and email campaign setup may lead to un-subscription from the captured list. So we need to find the right time and the correct number of emails set up to run an email campaign with a series of emails.

Every email campaign has specific, measurable, timely goals to reach. So the number of emails in a particular campaign is restricted to a minimum in quantity. Here, the interval between emails in the series is much more important than between one campaign and the next.

While using a different strategy to achieve the goal, there may be the possibility of the number of emails being available in the inbox even in a single day. So we need to plan for the campaign and series of emails in the campaign with time intervals.

The success rate of an email campaign is measured by split testing, analytics, and insights with tracking. The best email campaigns can provide quality leads with a maximum conversion rate during event launches. The movement’s frequency and quantity of emails give the most active leads management the best lead score.

Split Testing – target geo and demographics

Lead segmentation is a vital part of lead management. The split testing is to identify the nurturing leads to run a strategically different campaign to improve lead scores. We can locate low-scoring leads in email broadcasts and do email series even with geographic and demographic targeting.

Email broadcasts and email series uses tagging to classify the leads—the split test segments the leads in a strategy with location and lead behaviors by personalization. The personalization of emails and campaigns can help to nurture the leads to qualify for the final event.

Because we know every email in the list should be interested in the promises delivered in the landing pages and lead generation process. So the lag of quality in the email campaign may cause low lead scoring. The better split testing methods can nurture the leads and make them quality leaders in the captured list.



So to run the split test for the lead scoring is a vital part of the lead management process. It should be identified by running multiple email campaigns before the actual event to be sent. The analytics and insights section monitors this series of emails in every campaign.

The low-scoring leads need a split test to identify the gap between our goal and lead performance. Once we have identified the gap, We should fill it with lead nurturing by an email campaign and split testing to make quality leads for our launch.

Analytics and Insights for Lead Nurturing.

Lead segmentation is the process of identifying quality leads for the final event. Once the captured leads are identified as different segments based on lead scoring level, we can use a simple strategy for maximum conversion during launch.

The best email marketing services should provide the best options for email campaign setup with analytics and tracking of emails. The email campaign management and its insights help classify the email list into different segments to target.

Every segment needs different nurturing to qualify for the targeted list for the main event. Email campaigns have done it. Each campaign has unique goals with a series of emails. Those emails are tracked in the analytics and insights section.

The insights should have been delivered, opened, engaged, un-subscribed, and spam score for every email and the whole campaign as well. The success rate of the movement will make the leads qualified leads for the sales promotions.


We can use filters to identify the low-scoring leads by emails and campaigns. We can improve by a split test with different email campaigns. Finally, we can classify the leads as qualified and unqualified for the launch event. Now do sales promotions for only qualified leads. The unqualified leads are always an asset for our business until their subscription.

The goal of a Targeted list – to promote the timely event

A targeted list aims to simplify the sales event without losing the email by subscription during a promotional event. Remember that we created a list to build a customer base for our business. So please don’t lose it for a single sale promotion to make it profitable.

So we should segment the targeted list from our captured list in the lead generation process. The lead management process does it. We treat lead management differently from sales promotions because sales promotion is a conversion procedure in the targeted list. In contrast, the lead management process is the Segmentation of the targeted list from the captured email list.

However, sales promotion also comes into the lead management process. We will cover it in the next part of this lead management process.

Here the goal of the targeted list is to achieve a successful, timely event by Segmentation of captured email list. The timely event should be specific, measurable, and countable, like the conversion rate in product launch, membership programs, and online courses.

Once the event has been completed, we need to get back the un-converted targeted list with captured email list for leads management process such as Segmentation, scoring, nurturing, and targeted list. We may call this the lead management cycle to improve the quality of leads for timely events.

Temporary Segmentation of list – for event promotion

We keep in mind every step in the lead management process should improve the quality of leads by the promises made during the lead generation process and on the lead capture page. So the Segmentation should always do with our email list with tagging and personalization of emails.

We should do it for quality improvements and sales promotions. The product subscription-based events need a certain period to complete the event. For example, a membership subscription for an online course needs two to three months to complete the course.

Until the course subscription ends, we should only manage the converted list for nurturing. Don’t do overpromotion by upselling multiple products. So we need to concentrate on Segmentation only for one event at a time. Try to manage the converted list related to their ongoing events and improvements.

It builds trust towards our business relationship with our list. Moreover, it helps grow our business and customers to stay connected with our business via emails. We can maintain the best customer relationships by conducting interactive events like webinars and workshops.

Always keep that’s all the promotional campaigns related to sales are temporary in lead management. Permanent lead management improves the quality of leads by running an email campaign and nurturing the leads.


In summary, the lead management process can be done by permanent or temporary goals. The permanent Management improves the quality of leads by scoring and nurturing with Segmentation. The Temporary lead management segments the quality leads for conversion in an event launch like an online course or subscription program.

The first one is quality-focused, and the second one is conversion-focused; in both methods, we don’t lose a single lead at any cost. The lead management process has 7 steps, from instant emails follow-up to temporary Segmentation for the launch event.

This part covers lead Segmentation with lead scoring and nurturing. The next part of this lead management process will cover the temporary lead management process of conversion. Share your thoughts in the comments section.

FAQ – Lead Management Process – Identify quality leads 

What is lead Segmentation?

Segmentation or classification is the process of identifying targeted leads to achieve a specific goal on time. The lead management process with email communication and tracking has improved its quality.

Why do we need to segment the quality leads?

By segmenting quality, leads can simplify the sales promotion event. We can achieve good conversion during a marketing campaign without losing the leads. The Segmentation provides lesser un-subscription during the promotion.

How to process leads to find targeted leads?

The permanent lead management process helps find targeted leads for the timely event. It has been done by email follow-up, broadcast, email campaign, split test, analytics, and insights with tracking. By managing the leads, can provide high lead scoring in launch events.

What will we get with the lead management process?

The lead management process can increase the customer base for our business. If landing pages capture the interested leads are well managed, running email campaigns can increase sales during event launches. Furthermore, the managed leads provide higher revenue with our business growth.


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