Free PDF · Sina Dadmehr · Utrecht
The LinkedIn Lead Handoff Checklist
Seven practical stages for one lead, from the form to a booked call. Use the boxes to audit a real handoff. This is a workflow concept, not a client result or a guaranteed outcome.
Two pages, on samsina.nl. No name or email.
What the checklist covers
Capture the request
Submit a test form. Store the lead ID, request, received time and a stable deduplication key. Flag missing fields instead of inventing them, and record the permission state.
Enrich the company context
Validate the company domain before matching. Add size, industry and country with the source and lookup date, and keep unknown or conflicting data visible.
Check the tracking trail
Save campaign and UTM context, trace one test lead into the CRM, and preserve the original source. Do not put names or email addresses in analytics events.
Suggest fit, not certainty
Write the ICP, then require a fit score, reasons and supporting fields. Missing evidence stays unknown. Review borderline cases before anyone treats a score as a fact.
Route the lead and assign an owner
High fit gets a CRM record, an owner and a next action. Low fit uses nurture only when permitted. Unknown fit goes to review. Deduplicate before writing.
Draft the reply with a human in control
Draft from the actual request, then check facts, tone, links and personalisation. A generated draft is not an approved reply. Log draft, approval and sent status separately.
Book the call and close the loop
Offer an approved booking link or next step. Confirm the slot, time zone and owner, then write the booking status back to the CRM and stop obsolete follow-ups.
