inbound leadSo you write a post, distribute it to your subscribers, share it on social media and then watch as visitors come to your blog or website and download your free report in return for their email address.

This is how leads are generated through inbound marketing.

The best part is that over time that same post will get indexed by the search engines so that more people will find it, visit your website and hopefully convert into sales leads.

But there is one big problem. It’s called lead qualification which is the critical process of determining which of these leads are actually potential customers.


The frustrating truth about lead generation

Every lead generation brings in leads of different value.  A few are hot and ready to buy today.  A larger number have a long-term interest.  And an even larger number just wanted to get the free report and have little potential for becoming a customer.

When you use outbound marketing like email and direct mail, you can pre-qualify your lists to know that you are at least reaching the right industry, the right size company, the right job title and the right location.   So you know that all of your leads already meet certain qualification requirements.

But not with inbound marketing.

When you get a lead via inbound, you have no idea who they are other than they were interested in getting your free report.

What you would like to know is:

  • Do they have a real need for your products or services?
  • Can they afford you?
  • Is the individual responder a decision-maker or at least an influencer in the buying decision?
  • Are they located in your service area?

There may be other more specific qualifying questions such as “Do they have a particular software program installed?” or “Are they responsible for purchasing a certain product category?”

Getting answers

To qualify a prospect, you need to get answers to the questions above.

And the best way to do this is by phone.  A simple follow-up call is made ostensibly to make sure the prospect received the report, but then the conversation leads to the short survey of questions.  You may not reach everyone and some may refuse to answer your questions, but the phone is the best way to get your answers.

Can you instead use email or direct mail to qualify?  Yes, but don’t expect the results to be anywhere near as complete as the phone.

The problem with the phone

Reaching out to new leads by phone is a good practice, but it takes time (if you do it yourself) or it costs money (if you outsource).

This is time and money well spent for leads that come from email or direct mail where you used a pre-qualified list.

But what about inbound leads?  Is it a good investment to follow up by phone with everyone who visits your website and downloads your free report?

This is made even more difficult because depending on your signup form, you may only have a name and email address.  You can do some level of qualifying if they use their business email address – and very often that email is a personal account like Gmail, Yahoo or Hotmail.

Just as important, if you do follow up with a phone call to these new inbound leads, what will be the prospect’s reaction?  Will they be turned off by aggressive selling at this early stage in the sales process?

Options of inbound lead qualification

When people provide only an email address in return for a free report, they expect some follow up emails.  Perhaps many follow up emails.

But they don’t expect a phone call.

Another strategy is to use email to ask your inbound leads to fill out a qualifying survey.  You won’t get a bunch of responses, but it’s a start.

You could also develop a series of follow up emails that promote more offers – and more later-stage offers (like webinars) – to get these leads to respond again and again.

With each successive response, ask for more contact data or other information that will help you qualify your leads.

Of course, you could ask for more complete contact information with the first response, but that will result in fewer leads at the outset – and pretty much defeats the entire inbound strategy.

Your customers are in control

Keep in mind that your customers and prospects control this whole process.  They have the ability to do all the research without your help before they get on the phone with anyone.

Respect the process.  Recognize that your inbound prospect may be just starting to gather information about your industry and about your company.   And be patient.

If you work the lead nurturing process correctly and if you’re a good fit, you’ll be in the conversation when they are ready to talk.


Written by Bob McCarthy

Download my FREE report, Step by Step Lead Generation & Lead Nurturing.

Join my list and get my newsletter.


Bob McCarthy is a direct marketing and online copywriter, creative director and consultant.

Download his Freelance Copywriting Information Kit.

copywriting kit graphic

About Bob McCarthy

Bob McCarthy is a direct response consultant and copywriter with a focus on direct mail, email and digital marketing. Bob works with B2B, B2C and Non-Profit clients. You can download his free ebook, "Making Snail Mail Work: 13 Lessons in Direct Mail Strategy."