Sales Workflows
Inbound Lead Qualification Workflow(Free Download)
End-to-end inbound flow: capture → 0–100 score → BANT → routing → SLA → meeting booking → nurture/recycle, with full automation and field-level steps.
Template preview
Inbound qualification flow
What's included
Six stages, 24 configurable steps with full field schema, 0–100 scoring framework, BANT outcome logic, routing examples, meeting booking path, and automation pack (triggers, duplicates, SLA, notifications, recycle).
stages6
workflow Steps24
Automation rules
- Trigger on create, demo request, high-intent form, or behavior spike
- Dedupe by email / company / phone before assign or invite
- SLA tasks + manager escalation
- CSM/rep notifications on route, review queue, SLA breach, meeting booked
- Recycle nurture leads when score or intent rises
Template specs
Difficulty
Intermediate
Setup time30–90 minutes
IndustryUniversal
Plan required
Free
Updated 2026-03-21
No credit card · Free forever
A complete inbound lead qualification workflow with six stages (Lead Capture, Initial Scoring, Qualification Logic, Routing & Assignment, Meeting Booking, Nurture/Recycle). Each step supports title, description, owner, status, priority, due date offset, trigger type, condition logic, automation action, and outcome mapping. Includes a 0–100 scoring model (form quality, company size, intent, persona), BANT-based outcomes (SQL, Needs Review, MQL/Nurture, Disqualified), configurable routing, duplicate handling, SLA and notifications, and recycle logic.
The Problem This Solves
Inbound leads sit in a queue for hours while competitors respond in minutes. Without a single playbook, scoring, BANT, and routing drift by rep and channel.
Who It's For
Inbound SDR/AE teams, RevOps, and marketing operations running forms, chat, and demo requests.
Use Cases
- Standardize qualification from first touch through meeting booked or nurture
- Cap lead score at 100 while combining firmographics, intent, and persona
- Automate routing, SLAs, meeting links, and manager escalations
How to Use This Template
- 1
Open “Use This Template” to review stages, scoring model, BANT outcomes, and automation lists
- 2
Map CRM fields to each step’s owner, status, and priority enums
- 3
Set score and BANT thresholds for SQL vs review vs nurture vs disqualified
- 4
Configure routing rules (segment, geo, industry, round robin, named accounts)
- 5
Connect calendar + sequences; export CSV/Excel/PDF for RevOps sign-off
Frequently Asked Questions
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