Inbound Lead Triage Template
Triage every inbound lead in minutes
Leads expect a reply inside five minutes; this template gives your lean revenue team a single Instaboard canvas to capture, enrich, score, and route every inbound request without hopping between chat logs, spreadsheets, and Slack. Duplicate the Lead Snapshot micro-template in New Lead Intake, then drag cards into Enrich & Verify as you log data sources and execute CHAMP or BANT checks. Color-coded labels show High Fit, Needs Data, or Not Qualified at a glance, while due dates on first responses keep service-level commitments honest. Attach call recordings, enrichment briefs, and routing packets directly to the card so sales inherits the full story and stalled requests slide into Active Nurture with a ready-made follow-up plan.
- Track intake-to-handoff status with live filters for owners, labels, and due dates
- Duplicate triage micro-templates to standardize enrichment and prep
- Assign owners, due dates, and labels the second a lead arrives
- Attach call recordings, briefs, and routing packets to the lead card
Capture the lead within five minutes
Open the Inbound Lead Flow board and duplicate the Lead Snapshot card from Start-Here into New Lead Intake. Fill Company, Primary contact, and Intent signal summary immediately so you are not the clown who lets a hot lead go stale. Assign the card to the responder, set a due date for the first reply, and tag it High Fit, Needs Data, or Not Qualified. Attach the submission link or chat transcript so context never lives in another tab. When you start follow-up planning, keep the companion Next Action Plan card beside it.
Verify data in Enrich & Verify
Drag the card into Enrich & Verify once basic details are logged. Duplicate Enrichment Checklist and fill the Data sources checked and ICP match fields right inside the card so the audit trail lives on Instaboard. Add a file attachment with your enrichment export or a screen capture of the tech stack you uncovered. Update tags if a lead shifts from Needs Data to High Fit, and keep the due date tight to honor your SLA. If you find gaps, @ mention teammates directly in the card and drop a reminder in the description.
Score fit and set next actions
Move qualified leads to Qualify & Score when you have enough validation to assess CHAMP or BANT. Duplicate Qualification Call Prep, turn each Discovery prompt into a checklist item, and assign it to whoever will run the conversation so the call plan lives on the card. Use labels like Executive Interest to mark when budget or authority is confirmed and adjust the due date to the scheduled call time. Attach call recordings or meeting agendas so everyone reviewing the board can jump straight to proof. If the lead still lacks authority or urgency, switch the tag back to Needs Data before leaving the stage.
Route meetings with a complete packet
Slide the card into Schedule & Route the moment a calendar invite goes out. Fill a fresh Next Action Plan card with owner, personalization hook, and expected outcome, then tag Routing Pending so AEs can filter their queue. Attach collateral, briefs, or Loom walk-throughs that prep the handoff—none of that 'check Slack' nonsense. Set the due date to the meeting start so Instaboard alerts the assignee when it is go time. Tip: filter the board by Routing Pending + due today during standup to expose any sloppy handoffs.
Nurture or archive with context
If momentum slows, park the lead in Active Nurture, tag Follow-up Scheduled, and log the touch pattern in the card description so the cadence history lives on Instaboard. Duplicate Next Action Plan again if ownership shifts and assign a realistic next touch date. Filter the board for Follow-up Scheduled + due this week each Monday to prep your nurture queue without trawling the CRM. When an opportunity converts or is rejected, drag it into Closed & Archived and summarize the outcome in the card body. Tag Not Qualified on dead leads, attach referral emails or post-mortem notes, and untag Routing Pending so reports stay clean. Now go clean up the rest of your messy pipeline before it embarrasses you again.
What’s inside
Start-here triage kit
Lead Snapshot, Enrichment Checklist, Qualification Call Prep, and Next Action Plan micro-templates sit ready to duplicate so every lead follows the same playbook.
Six-stage lead pipeline
New Lead Intake through Closed & Archived visualizes intake, enrichment, scoring, routing, nurture, and outcomes in one glance on the same canvas.
Qualification score demos
Sample cards show CHAMP scoring, urgency notes, assignees, and due dates so your team mirrors quick, structured qualification.
Routing and nurture lanes
Schedule & Route and Active Nurture stages include demo briefs, meeting details, and cadence tasks so handoffs and follow-ups stay connected.
Filterable label palette
High Fit, Needs Data, Routing Pending, Follow-up Scheduled, Executive Interest, and Not Qualified labels let you filter standups or automations by exactly the leads that need attention.
Why this works
- Standardizes intake-to-handoff actions with reusable micro-templates
- Surfaces stalled leads instantly through visible stages and due dates
- Keeps enrichment, scoring, and routing artifacts attached to the lead
- Turns labels into instant filters for standups and automations
- Preserves a documented trail for nurture or disqualification decisions
FAQ
How fast should we move cards through the first stage?
Commit to your SLA by duplicating Lead Snapshot immediately, assigning the owner, and setting a due date within minutes. The yellow New Lead Intake list makes it obvious when a lead sits longer than promised.
What if we already log leads in a CRM?
Keep the CRM link in the card attachment field and continue logging status changes here. Instaboard handles assignment, due dates, and labels so your revenue standups see the live triage work instead of raw CRM tables.
How do we handle spam or off-ICP inquiries?
Tag them Not Qualified, move them to Closed & Archived, and record the reason in the card. That keeps your volume metrics honest while preserving a referral trail if marketing wants to recycle the contact later.
Can teams adapt this template for territories or product lines?
Yes. Duplicate the board per territory, or add territory notes inside Next Action Plan and use labels such as Executive Interest or Routing Pending to filter by owner during reviews.