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Series one · The diagnosis

When should you treat an inbound lead as outbound?

Rich BelsonSDL: Advisory·5 min read
The short answer

Speed to lead is sound advice for high intent enquiries and poor advice for everything else. The filter is whether the person asked you to contact them. A demo request, an enquiry or a meeting request is a hand up and should go straight to an AE. A content download or webinar registration is not, and should be worked as outbound, with research and personalisation.

What is the actual filter?

One question: did they ask you to call them?

That is the whole test, and it sorts inbound cleanly into two piles that need entirely different treatment. An enquiry, a demo request or a meeting request is an explicit request for contact. There is nothing to qualify and nothing to research. Route it to an account executive immediately, because delay is the only way to lose it.

A content download, a webinar registration, a newsletter signup or a report request is a different animal. The person asked for something. The thing they asked for was not a phone call from your sales team.

Most businesses do not make this distinction. They apply one speed-to-lead rule to everything, and then cannot understand why the conversion rates between the two groups look nothing alike.

Why does calling a low intent lead fast make it worse?

Because within 24 hours they may not remember doing it.

Consider what a content download actually involves. Someone saw a link, thought a guide looked useful, typed an email address into a form and carried on with their day. They may not have opened the document. If they did open it, they may not have read it. If this was their first interaction with your business, your brand name may not have registered at all.

Now call them at speed with a generic opener referencing a guide they do not recall requesting. You have spent the one attempt you get on a conversation that had no chance of going anywhere, and you have taught that person that giving you an email address results in an irrelevant phone call.

The speed did not help. It converted a warm-ish contact into a closed door faster.

What does treating it as outbound look like in practice?

The same work you would do on any target account, which is the point.

Research the account and the person. Understand what is happening in their business that makes the topic of that download relevant right now. Build a reason for the conversation that stands up on its own, without leaning on the download as the pretext. Then reach out as you would to any prospect you had identified yourself.

Doing the appropriate amount of research and personalisation on a low intent inbound lead massively increases the chance of a conversation that is relevant, impactful and worth both people's time. It costs more per lead, but it is worth more per lead, and it is a completely different activity from the immediate routing you apply to a demo request.

High intent leads go straight through, while low intent leads have to be earned, and the mistake most teams make is treating the two the same.

There is a second-order consequence to this, which is what happens to your outbound capacity when inbound volume rises. That is covered in article five.

SDL: Advisory works with marketing and sales development leaders on inbound routing and follow-up design.

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