SalesPlaybook

SalesPlaybook · 15 pages

Which lead first

The ranking rule that belongs before the campaign, not after it.

  • A 3×3 matrixtwo axes instead of one number, one action per cell
  • 4 exclusionsfor the filter, so no call goes out that should never have been made
  • 17 checksfrom the target segment to outsourced calling
Which lead first, Cover page of the guide with the edge of an inside page behind it

Resource download

Unlock the download.

Enter your email address to start the download of “Which lead first”.

PDF, immediately after submission · No newsletter, no call · Business address required: the form does not accept Gmail, GMX or web.de

We process your email address in HubSpot to provide this resource. See the privacy policy for details.

Outcome

You end up with a rule an SDR can hold in their head, a nine-cell matrix with one action per cell, and four items that have to sit on the contact record.

Time required

One 90-minute session, plus four weeks to the first adjustment

Inside the guide

  1. 4–5The mistake behind generation, and the three early signs
  2. 6–7Two axes, not one number, and how to fill them
  3. 8The conflict at launch: start wide, tighten later
  4. 9–10The filter, and what has to sit on the record
  5. 11–12Event attendees and outsourced calling
  6. 13–14How to tell you are late, and the checklist

Page 6 · The matrix, nine cells, nine actions

In a single sum, three weak signals beat one strong one. Separated, you see immediately which situation you are in.

high engagementmediumlow
high fitcall nowcallapproach with a trigger
medium fitcallnurture, watchnurture
low fitcheck: competitor?nurturedo not call
The top-right cell is the one most often missed: a dream account doing nothing. It does not belong at the bottom of the list, it belongs in a different approach.

This is for you

  • you lead sales or marketing in a B2B technology company with 25 to 500 full-time employees
  • pipeline generation is starting to work for you
  • the first campaign is running or about to
  • nobody can touch every incoming contact on the same day any more

Not the right fit if

  • you run an established inbound machine. The ranking was settled long ago, and this guide tells you nothing new
  • you are looking for routing rather than prioritisation. Routing says who works it, the ranking says in what order
Experts Inside

With 0% Higher Payroll

10× More Leads With 0% Higher Payroll: The Leap From Seven- to Eight-Figure Annual Revenue

10× More Leads
Manuel Hartmann

About the author

Manuel Hartmann

Founder & CEO, SalesPlaybook

Author of “Scaling B2B Buyer Trust”. More than 15 years of go-to-market experience, including work at Tesla, WEF and Accenture. The examples in this guide draw on B2B sales projects.

A real page from the guide

Six real pages from the guide

Which lead first: The mistake behind generation, and the three early signs
Page 4
Which lead first: Two axes, not one number, and how to fill them
Page 6
Which lead first: The conflict at launch: start wide, tighten later
Page 8
Which lead first: The filter, and what has to sit on the record
Page 9
Which lead first: Event attendees and outsourced calling
Page 11
Which lead first: How to tell you are late, and the checklist
Page 13

Cannot say clearly which leads fit and which do not?

Then the ranking is not your constraint, the ideal customer profile is. In the free 60-minute Pipeline Generation Strategy Call we tell you within the hour which of the two it is. No pitch: an honest fit/no-fit assessment and a clear next step.

Frequently asked questions

What happens to my email address?

You get one email with the download. No newsletter, no call, no sequence. If you want to hear from us later, that is your decision.

Do we not need a scoring model first?

No, and that is the point. A full model takes weeks, assumes data that does not exist yet, and produces a number an SDR cannot use in a conversation.

We already have a CRM, people can see the new contacts in it.

They can see them. What they cannot see is which one goes first. A system only shows an order once somebody has put one in.

What if the campaign is already running?

That is the normal case in which this guide gets read. Page 13 names the three signs and what still works from there.

Download the guide