Free template

Lead scoring & pipeline definitions (Excel)

The worksheet that lets you agree lifecycle stages, the scoring model and deal stages with marketing and sales in a single session.

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  • Lifecycle stages with definitions, entry criteria and owner
  • Scoring model on fit and behaviour, with a worked example
  • SLA agreements between marketing and sales
  • Deal stages with win probability and exit criteria
  • Ready to set up in HubSpot or Dynamics 365

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Excel · 5 tabs. Download straight after filling in the form.

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