Chris is developing a lead qualification automation system for Citrus America. The project involves designing a form structure to capture qualification data and building automation logic that advances leads through lifecycle stages based on their responses. A follow-up meeting was scheduled for 5:30 PM on 2025-10-09 to finalize implementation details.
This work surfaced during the [1].
Citrus America needs a structured process to qualify inbound leads and automatically update their lead status/lifecycle stage as qualification criteria are met. The goal is to reduce manual triage and ensure leads are moved through the funnel (e.g., Lead → MQL → SQL) based on defined criteria such as BANT (Budget, Authority, Need, Timeline).
| Stage | Description |
|---|---|
| Basic Lead | Initial contact captured |
| MQL (Marketing Qualified Lead) | Meets marketing engagement criteria |
| SQL (Sales Qualified Lead) | Meets sales readiness criteria |
| BANT | Budget, Authority, Need, Timeline confirmed |
| Owner | Task | Status |
|---|---|---|
| Chris | Design form structure (individual vs. continuous) | In Progress |
| Chris | Map qualification criteria and weighting logic | In Progress |
| Chris | Build automation to change lead status on criteria match | Pending — post-meeting |
| Team | Attend 5:30 PM follow-up meeting to finalize implementation | Scheduled |