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Lead Forensics Workflow

Lead Forensics

  1. Visitor Scanning
    1. Review visitors on https://portal.leadforensics.com/VisitorList over a broad time range.
    2. Mark as Not of interest if:
      1. Large companies, non-DACH/Benelux, very short visits, irrelevant pages.
    3. Mark as Interesting if:
      1. 50–500 seats, growing, entrepreneur-led, no data team.
      2. Long visits, relevant key pages.
    4. Use judgment for borderline cases; investigate further if metrics seem off.
    5. Research
      1. Click visitor → check company info, visit history, and contacts.
    6. Search for relevant roles (e.g. CEO, CFO, IT, Leiter Finanzen).
    7. Prioritize contacts with phone/email/LinkedIn.
    8. Deepen research if company seems promising despite not meeting all criteria.
    9. If unsure, monitor future visits before CRM entry.

CRM (Freshsales)

  1. Add Contact

    1. Go to https://fresh.pwrp.pro/crm/sales/contacts/view/5000527817.
    2. Fill in: name, job title, company, phone, email, LinkedIn, territory, source, campaign, lifecycle stage, status, salutation, language.

  2. Create Task

    1. Set follow-up task:
      1. Title, description (company, role, interests), due in 2–3 days.
      2. Assign owner/collaborators.
    2. View tasks under "Activities Dashboard" → filter "Open".

Contact Lead

  1. Prefer phone (use front desk if needed).
    1. Email via Freshsales templates (visible in Outlook too).
    2. LinkedIn outreach (personal or company script).

Next Steps

  1. If contact succeeds → move to calls, workshops, offers.

  2. If not → reassess approach or contact person.

  3. Continue monitoring borderline visitors for future qualification.