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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.

FlowchartMarketing OpsLead FunnelInteractive
AI-Powered

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

Perfect Use Cases

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.

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.

How to Customize

1

Map Your Stages

Rename or add nodes for your channels, capture method, scoring, nurture, sales steps, and outcomes.

2

Add Rules & Thresholds

Edit decision labels (e.g., MQL score ≥65, SQL = booked demo) and annotate edges with actions like retargeting or assignment.

3

Brand, Share, and Iterate

Apply your colors and fonts, then download, share, or embed. Update live as your playbook evolves.

Why Choose This flowchart Template

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.

Create Your Own flowchart—turn leads into revenue

Build a professional, conversion-ready flow in minutes with MakeCharts. Drag, label, and share—no design skills needed.

or upload your data file

Free to start
No sign-up required
AI-powered

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