Sales
Beginner
17 min
Lead research and qualification — 20 minutes of homework in 3
The problem
Two hundred leads a month from Indiamart, a trade show and your website. You have time to research perhaps thirty properly. So most get a template message, most templates get ignored, and the three genuinely good leads in the batch get the same treatment as the ninety unqualified ones.
The workflow
1Collect the lead
2Research with sources
3Verify the hook
4Score against criteria
5Qualify or decline
6Write the first message
7Log
★Review conversion
What you need
Company: Vaibhav Polymers, Ahmedabad. Enquiry via website: 'Need pricing for your inventory software.
The tool
Perplexity, or a browsing-enabled assistant
The prompt
Subscribers. The full prompt is part of the SMEMinds AI Playbook. See plans.
What comes back
1. WHAT THEY DO — [FOUND — vaibhavpolymers.in/about] Manufacture and distribute HDPE and PP woven sacks; supply to cement, fertiliser and food grain sectors.
Verify before you use it
Human review required. Check every line below before this leaves your screen.
- Open the LinkedIn post before referencing it. If it is six months old rather than two, the hook lands differently.
- Note that turnover was NOT FOUND and was not inferred. Referencing an invented turnover figure would have ended the conversation.
- Item 4 is explicitly inference. Do not present it to the prospect as though you know they have a stock visibility problem — ask.
- Three UNKNOWNs after a first pass is correct. Resist the urge to fill them in from the website.