SMEMindsPlaybook
Workflow library

Sales · Beginner · about 17 minutes

Lead research and qualification — 20 minutes of homework in 3

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.

You need
Company: Vaibhav Polymers, Ahmedabad. Enquiry via website: 'Need pricing for your inventory software.
Tool
Perplexity, or a browsing-enabled assistant
You get
1. WHAT THEY DO — [FOUND — vaibhavpolymers.in/about] Manufacture and distribute HDPE and PP woven sacks; supply to cement, fertiliser and food grain sectors.
Time saved
Research from 20 minutes a lead to about 3. For 200 leads a month, that is the difference between researching 30 and researching all of them.
  1. 1Collect the lead
  2. 2Research with sources
  3. 3Verify the hook
  4. 4Score against criteria
  5. 5Qualify or decline
  6. 6Write the first message
  7. 7Log
  8. 8Review conversion

Check the output