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Hey folks!

 

Hope you've had a good week! The highlight of mine was taking in the latest episode of our Lead Generation Essentials series webinar yesterday 🍿 And that's not just because I have a very dull life – it was a ripsnorter of a session!

Typeform's Strategy Analyst @PolBorrellas  was joined by Sarah Casdorph, HubSpot's Email Growth & Monetization Manager; Nick Telson, Founder of trumpet, and Lindsey Chambers, Senior Director of Sales at Typeform. Together they enlightened us on how to prepare your lead qualification for success.

 

Our panel was very well "qualified" to talk on the subject, offering a heaped tablespoon of golden nuggets about qualifying, scoring, and prioritizing leads.

 

If you missed the session, or if you'd like to watch it again, check out the recording below. You can download a copy of the slide deck here. Scroll down for a summary of the session and links to further materials around the topic.

 

 

What did we learn?

 

Among the many things covered in the session were:

 

  • How the lead qualification process works

  • How to choose the right framework to match your business needs

  • Why it's critical to align sales and marketing before rolling out a lead qualification framework

  • What data you can use to qualify leads properly – and where to find it

  • Tips for nurturing leads

  • trumpet case study: how Nick collected and qualified 3,500 contacts for his waitlist using Typeform, Hubspot, and other tools

  • Typeform Sales case study: how Typeform's Sales team increased speed to lead with an engaging conversational experience that scores and routes prospects within a typeform!
     

Related resources

 

Here are links to the tools and materials mentioned in the webinar, along with some other resources to help you on your lead qualification journey:

 

Rewatch Lead Generation Essentials #1 - Target

Rewatch Lead Generation Essentials #2 - Attract

Rewatch Lead Generation Essentials #3 - Capture

Get 20% off HubSpot with our exclusive discount 

Check out trumpet – save 50% for three months using code TYPEFORM50

The Ultimate Guide to Sales Qualification - HubSpot Sales blog

Analyze campaign performance in HubSpot's campaign analytics tool

Viral Loops

ConvertKit

Intercom

See an example of trumpet's lead qualification typeform

Check out Typeform's Contact Sales form example

Introduction to Logic in Typeform

Schedule Calendly appointments with Typeform

Launch your typeform in an email

How to use Hidden Fields

Webinar feedback survey

Lead qualification form template

Typeform masterclass: Collect and qualify leads


Thanks to everyone who came and joined in so avidly in the session. It was great to have you all there. Big applause too for @Gabi Amaral and @frannanna  for keeping the conversation alive in the webinar chat 👏👏

 

We sadly didn't get round to answering a few of the questions, but don't worry, I'll ask the panel nicely if they wouldn't mind responding to the unanswered ones and share them here on the Community in due course (we'll email you if you were one of the question posers).

 

We'll keep you posted about the fifth and final webinar in the series, which is coming up later this quarter. In the meantime, feel free to discuss more about the topics we covered in the comments below!

 

Note: This post was originally published on as a preview before the webinar took place and was updated on October 7th to include the recording and all the info you see above.

 

@James - yay… looking forward to this and will remember to bring the popcorn this time.. 

 

des


Such a success! Thanks for organizing this, @James! We got some very interesting discussions and a great list of resources! 😎


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