MQL to SQL process
Category: Marketing
MQL to SQL Process
(Marketing Qualified Lead to Sales Qualified Lead process) is a fundamental concept in modern marketing and sales that describes the transition of a potential client from responding to a marketing campaign to becoming a serious purchase candidate.
Let's break it down step by step:
1. What are MQL and SQL?
MQL (Marketing Qualified Lead): This is a potential client who has shown serious interest in your products or services through interactions with your marketing activities. They are "qualified" by the marketing team.
Examples: Downloading a detailed guide, subscribing to a webinar, watching a demo video, frequent blog visits, filling out a contact form for general information.
Characteristic: The person has a need (pain point) that you address, but it's unclear whether they're ready to buy, have budget, or are a decision maker.
SQL (Sales Qualified Lead): This is an MQL that has passed additional verification by the sales team and is determined to be a real business opportunity.
Examples: A person who has requested a specific demonstration, asked about prices and terms, identified their need and decision timeline, has budget and authority to make decisions.
Characteristic: The person doesn't just have a need, they are a potential client ready for a conversation with a salesperson.
2. What is the "MQL → SQL process"?
This is the systematic process of transferring leads from the marketing department to sales after reaching a certain threshold of "maturity". It includes several key steps:
- Lead Generation: Marketing attracts potential clients through various channels.
- Qualification and nurturing: Marketing evaluates leads against predefined criteria (e.g., BANT: Budget, Authority, Need, Timeline). Leads that aren't ready are "nurtured" (lead nurturing) with automated emails, targeted content, etc.
- Qualification as MQL: When the lead meets minimum criteria (e.g., downloaded a specific document), marketing marks them as MQL.
- Transfer to sales: MQL is handed over to the sales team through a system (e.g., CRM like Salesforce, HubSpot). This often happens automatically.
- Sales qualification (Discovery Call): A salesperson contacts the MQL to further verify their readiness to purchase. This is the most critical step in the process.
- Qualification result: If the lead meets all purchase criteria, they are reclassified as SQL (or Opportunity) and an active sales cycle begins. If the lead isn't ready (no budget, not a decision maker), they are returned to marketing for further nurturing (lead nurturing). This is called a "feedback loop".
- If the lead meets all purchase criteria, they are reclassified as SQL (or Opportunity) and an active sales cycle begins.
- If the lead isn't ready (no budget, not a decision maker), they are returned to marketing for further nurturing (lead nurturing). This is called a "feedback loop".
3. Why is this process so important?
- Improves the relationship between marketing and sales (Smarketing): Creates a common language and criteria between the two departments, reducing conflicts ("Marketing gives us bad leads!").
- Increases efficiency: Salespeople don't waste time with unready clients, but focus on the most promising opportunities.
- Improves return on investment (ROI): Marketing can measure how many of their leads turn into real sales, justifying their budget.
- Better customer experience: Leads receive relevant information at the right time without being attacked by sales too early.
Summary in table
| Aspect | MQL (Marketing Qualified Lead) | SQL (Sales Qualified Lead) |
|---|---|---|
| Who qualifies? | Marketing team | Sales team |
| Stage in customer journey | Showed interest, researching solution | Identified need, seeking specific proposal |
| Purchase readiness | Medium to high | Very high |
| Marketing actions | Generation, nurturing, handover | — |
| Sales actions | Receiving and verification | Active sales, negotiations |
| Analogy | Finding a photo of delicious food (interest) | Reserving a table at the restaurant (intention to act) |
Conclusion:
The MQL → SQL process is a critical process for modern organizations that transforms marketing interest into specific sales opportunities through collaboration, clear criteria, and effective communication between departments.