Lead management

6 steps to successful B2B lead management

Why lead management is indispensable in the B2B sector

Lead management is complex, but it doesn't have to be complicated - not even for B2B companies. With the Lead Management Roadmap, we have developed a holistic approach that helps B2B companies to create the basis for a (digital) lead management strategy in a short space of time. Tried and tested in numerous projects and backed up with many practical best practices, the six-step roadmap shows how future-proof B2B lead management works - and delivers measurable success.

The 6 steps of the lead management roadmap

The Lead Management Roadmap makes your company fit for digital lead management in six steps. In interactive workshops, we provide you with in-depth specialist knowledge and work with you to develop strategies that suit you and are precisely tailored to your target customers.

Kick-off workshop

The project kick-off serves as an introduction to the topic of lead management and forms the basis for planning your pilot project. Together, we define your offer, the target market and the specific project goals and draw up a project plan.


Buyer Persona Workshop

We analyze your current content and determine how well it fits your buyer personas and their customer journey as well as your value proposition and your goals. We identify potential and any shortcomings.


Content Audit

We analyze your current content and determine how well it matches your buyer personas and their customer journey as well as your value proposition and your goals. In doing so, we identify potential and any shortcomings.


Content Workshop

In the content workshop, we present best practices for a successful content strategy for lead generation and work out initial results together with your marketing team.


Lead Management Workshop

Together with your marketing and sales team, we define an end-to-end marketing-to-sales process including all relevant key figures and targets.


Your individual lead management strategy

In the final step, we design the lead management mechanics for your pilot project, tailored to your individual requirements and needs.


At the end of the Lead Management Roadmap, you will have the tools you need to drive your lead management forward independently and sustainably. Sound specialist knowledge and a best-practice pilot project will serve as building blocks and a blueprint for setting up your digital lead machine.

Your B2B lead management strategy - get advice now!

Would you like to build your lead management strategy from the ground up and with sound expertise so that you can build future marketing and sales campaigns on a secure foundation? Then let us advise you on how the Lead Management Roadmap can lead your company to successful B2B lead management in six proven steps.

Please feel free to contact us!

Daniel Hertneck
Managing Director

Would you like to contact Funntastic online?
Then use our contact form!