Lead Acquisition
Generate relevant, attributable leads and place them in one controlled pool for BD allocation.
Roles and accountability
Channel Owner
Defines target segments and reviews source quality.
Lead Research
Finds expo, event and participant records without replacing Strategic Research.
Campaign Contributors
Social/eMarketing and email teams generate inbound and outbound interest.
BD Lead
Allocates leads and prevents duplicate outreach.
Operating workflow
01Define target
02Source lead
03Verify identity
04Check duplicate
05Record source
06Assign BD owner
Daily operating checklist
Status model
NewUnder VerificationVerifiedAllocatedDuplicateNot Relevant
Core KPIs
Leads AddedVerification RateDuplicate RateAllocation TimeBD Acceptance
Daily report builder
OBAOL Supreme — Lead Acquisition Daily Report Date: — Owner: — Completed: — Handoffs: — Blockers / approvals: — Next actions: —
Central lead intake
OBAOL Central Lead Intake Lead / company: — Source channel: — Associate category: — Product / service: — Geography: — Reason for relevance: — Proposed BD owner: — Next action: — Duplicate check: Required before allocation
Acquisition channels
| Channel | Contribution | Boundary |
|---|---|---|
| BD – LinkedIn | Identifies relevant businesses and creates initial interest | Detailed relationship workflow remains in the BD department |
| Lead Research | Researches expos, events and participant lists | Separate from Strategic Research opportunities and institutional work |
| Social / eMarketing | Generates educational inbound interest and enquiries | Does not qualify or promise commercial outcomes |
| Email Outbound | Sends approved targeted outreach and routes replies | Must use authorized accounts and templates |
All channels feed one central lead pool. A lead is not ready for allocation until its source, relevance, category, duplicate check and proposed next action are recorded.