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Triage Definitions

If everyone is a priority, then nobody is.

Triage only works if the buckets are clearly defined. Without criteria, 'Priority' just becomes 'The leads I like today'. To scale, you need objective definitions that a machine (or a junior SDR) can follow.

Ranking leads is a game of probability. You are trying to predict which accounts have the highest likelihood of conversion. The buckets provide the decision-making framework for how much time you spend on each.

The definitions should be anchored in 'Fit' and 'Signal'.

Try our tagging system

Leadsharp automatically tags your leads using this framework. Upload a CSV and see which leads land where.

Bucket 1: Priority (Action: Direct Outreach)

Criteria: Perfect ICP match + High-intensity visible signal (ex: a clear site gap you solve). These leads earn your best copy, your manually-perfected openers, and a multi-touch sequence. They are the 'Core' of your business.

If it's a priority, you don't send a template. You send an audit.

Bucket 2: Review (Action: Hold & Discover)

Criteria: Good ICP match but low or vague signal. Or, a high signal but a debatable fit. Action: Don't sequence yet. Use a 'soft touch' like a LinkedIn connection or wait for more evidence. These are your 'Future Pipeline'.

Hold these leads back to protect your domain reputation.

Bucket 3: Skip (Action: Trash)

Criteria: Poor ICP match or no visible activity. Action: Remove from CRM. Don't waste a single email. Every skip is a victory for your efficiency.

Most teams are afraid to skip. Successful teams are afraid to WASTE time.

Next move

Stop guessing. Run the list.

Leadsharp is built for one decision: who deserves the next email, who needs another look, and who should never have made the cut.

Try our tagging system