What should the consultant do first to ensure a best practices implementation?

It is a priority at Cloud Kicks to implement logic and automation to qualify top leads. The company has captured significant data points on converted leads and won opportunities.

What should the consultant do first to ensure a best practices implementation?
A . Identify a recommended base Lead score, evaluate the results, and adjust the score accordingly.
B . Review converted lead data with sales and marketing to understand the interaction patterns that led to conversion.
C . Configure a qualification screen flow to help sales reps quickly determine which leads are most important.

Answer: B

Explanation:

To implement an effective lead qualification process, it is essential to first analyze historical data on

converted leads and won opportunities. Collaborating with sales and marketing teams to understand patterns and interactions that drove successful conversions provides valuable insights into what constitutes a high-quality lead. This information can then inform the design of scoring models or qualification criteria, ensuring that the automation aligns with real-world success factors. For guidance on lead qualification best practices, see: Lead Management Best Practices.