The demand process from lead capture through qualification, routing, and conversion to opportunity. This is the Lead-to-Opportunity Workflow from the Stratenity Library, a governed strategic execution asset that is already built for you. It gives your team the full working method for lead-to-opportunity, and it walks through everything from lead capture and the single front door to the controlled SOP, RACI and service levels. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.
What this workflow covers
This is a preview of the full deliverable. Inside the Stratenity Library, this workflow walks your team through the complete method, section by section, with a worked client example threaded throughout.
- Context, Scope and Objectives
- Approach and Methodology
- Lead Capture and the Single Front Door
- Qualification and the Lead Scoring Model
- Routing, Ownership and Assignment
- Conversion to Opportunity and the Sales Handoff