B2B SaaS Demand Gen Playbook
Show how inbound channels move prospects to MQL, then to SQL and demos. Add scoring rules, SLA times, and win-rate targets to align GTM teams.
AI Chart Template
Lead Generation flowchart to Align Marketing and Sales
Visualize the end-to-end lead lifecycle—from awareness and capture to MQL/SQL, sales handoff, and conversion.
Chart preview
Lead Generation flowchart to Align Marketing and Sales
Visualize the end-to-end lead lifecycle—from awareness and capture to MQL/SQL, sales handoff, and conversion.
Start: Awareness
Awareness: Channels (Organic, Paid, Social, Events)
Capture: Landing Page & Form
Form Submitted?
Lead Created (Marketing CRM)
Marketing Qualified Lead (MQL)?
Template
What This Template Offers
A proven, ready-to-edit Lead generation flowchart that clarifies ownership, speeds handoffs, and highlights optimization opportunities.
- Best-practice stages: Awareness → Capture → MQL/SQL → Sales → Won
- Clear decision points for form submits, qualification, and deal readiness
- Built-in nurture and retarget loops to recover lost interest
- Editable labels for scoring thresholds, SLAs, and conversion targets
- Clean, professional design you can brand and share in minutes
Use cases
Perfect Use Cases
Agency Onboarding & Reporting
Present a client’s lead process, reveal gaps (e.g., slow follow-up), and propose fixes. Use it in QBRs to connect campaigns to revenue.
Marketing-to-Sales Handoff SOP
Document MQL criteria, routing logic, and owner actions. Reduce lead leakage and speed response with a standardized, visual SOP.
Funnel Diagnostics & Optimization
Overlay conversion rates and drop-off points to prioritize experiments in capture, nurture, and sales engagement. Share a single source of truth.
Customize
How to Customize
Map Your Stages
Rename or add nodes for your channels, capture method, scoring, nurture, sales steps, and outcomes.
Add Rules & Thresholds
Edit decision labels (e.g., MQL score ≥65, SQL = booked demo) and annotate edges with actions like retargeting or assignment.
Brand, Share, and Iterate
Apply your colors and fonts, then download, share, or embed. Update live as your playbook evolves.
Key Benefits
- Installs a shared, end-to-end view of your lead lifecycle
- Improves MQL-to-SQL conversion with clear rules and SLAs
- Surfaces bottlenecks to prioritize the highest-impact fixes
- Speeds alignment between marketing, SDRs, and sales leaders
Pro Tips
- Keep labels short and action-oriented; place metrics on decision diamonds (e.g., Score ≥65).
- Show loops for nurture and retargeting to reflect real buyer journeys.
- Annotate edges with next steps (Assign to rep, Send cadence, Re-score) to drive accountability.
Start now
Create Your Own flowchart—turn leads into revenue
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