/leads/temp/4 — Sales Qualified Lead PlaybookA Sales Qualified Lead (SQL) is a prospect that has passed initial qualification and appears capable of becoming a Magic Toybox customer.
The sales process now becomes opportunity-oriented.
The objective is to convert the qualified need into a concrete commercial engagement.
An SQL should normally have:
Develop agreement around:
Begin by restating the problem.
My understanding is that you want to increase [desired behavior], particularly around [campaign/location/event]. Is that still the right objective?
Get confirmation before presenting the solution.
Present the simplest Magic Toybox solution that solves the problem.
Example:
Customers scan a QR code when entering the location. They receive a three-step challenge that takes them through selected parts of the store. Completing the challenge unlocks a reward. The business receives campaign participation and completion data.
Keep the design understandable.
Specify:
Avoid vague goals such as "increase engagement."
Use measurable metrics.
Examples:
Identify:
The person who wants the project to happen.
The person who can approve the expenditure.
The person responsible for executing the campaign.
Any IT/security stakeholder required for integrations, SSO, network access, or data review.
Required for larger organizations.
Do not assume that your initial contact controls the purchase.
Determine whether the engagement is:
Pricing discussions should connect price to scope.
A proposal should normally specify:
What business objective is being addressed.
What Magic Toybox will provide.
What is included and excluded.
Important dates and milestones.
Magic Toybox versus customer responsibilities.
How effectiveness will be evaluated.
Pilot or subscription terms.
Specific approval or action required.
Ask:
Absolutely. What part of the proposal do you expect to be the biggest factor in the decision?
Determine the unresolved issue.
Ask:
Who else will be involved in that conversation, and is there anything I can provide that would make the review easier?
Determine whether the issue is:
Do not immediately discount.
Identify whether the request is:
Do not casually promise custom engineering during a sales conversation.
Move to Temp 5 — Opportunity when there is a defined potential transaction.
Typical indicators:
Record:
Previous: Marketing Qualified Lead
Current: Temp 4 — Sales Qualified Lead
Next: Opportunity