Pre-qualify leads you've collected

This workflow is designed to streamline the process of evaluating leads, which are generated using the Role-Based Lead Generation workflow, against specific criteria to see if they match your Ideal Customer Profile (ICP). It extracts information from a spreadsheet containing leads, assesses each one based on predefined qualifications, and saves the results in a new spreadsheet. This can be especially helpful in identifying and focusing efforts on the most promising contacts.

What this workflow does

1. It starts by retrieving LinkedIn profiles from a given spreadsheet. This spreadsheet should list potential leads along with relevant information that helps in qualifying them.

2. Each lead is then evaluated against the set lead qualification requirement. The process classifies each profile as either a "Match" or "No Match" based on how well they align with your Ideal Customer Profile.

3. The results, along with the original lead information, are saved in a new Google Spreadsheet. This includes not just the classification, but also detailed reasons and the likelihood of each lead being a match, providing clear insights into the lead qualification process.

Related workflows

• Role-Based Lead Generation