Business development and pipeline tracking

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   New lead captured

   A new prospect submits contact information through website form, CRM import, or manual entry. Lead data includes company size, service interest, and contact details.

   HubSpot
2. 2

   Action

   Enrich lead profile

   Automatically research and append company information, revenue data, and decision-maker contacts. Create comprehensive prospect profile with service fit scoring.

   HubSpotSalesforce
3. 3

   Decision

   Qualify lead tier

   Score lead based on company size, budget indicators, service alignment, and urgency. Route to appropriate follow-up sequence based on qualification tier.

   HubSpot
4. 4

   Action

   Create opportunity record

   Generate opportunity in CRM with estimated deal value, service scope, and timeline. Assign to appropriate business development team member based on expertise.

   SalesforceHubSpot
5. 5

   Action

   Launch nurture sequence

   Initiate personalized email sequence with relevant case studies, thought leadership content, and meeting requests. Schedule follow-up tasks for assigned BD representative.

   HubSpotSalesforce
6. 6

   Action

   Track engagement metrics

   Monitor email opens, content downloads, website behavior, and response rates. Update opportunity probability and next action dates based on engagement levels.

   HubSpotSalesforce
7. 7

   Output

   Generate pipeline report

   Create weekly pipeline dashboard showing qualified opportunities, conversion rates, and revenue forecasts. Deliver automated reports to business development leadership.

   SalesforceHubSpot

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