Understand Lead Ownership, Co-ownership, Reassignment, & How to Retain & Grow your Sales Pipeline



We are dedicated to building an efficient and results-oriented sales process that drives success for both our team and the clients we serve. To ensure consistent engagement and smooth progress within our sales pipeline, we have implemented a lead reassignment mechanism. Below is a detailed overview of this process and what it means for you.



Lead Reassignment for Unengaged Leads

If a lead remains unengaged for 21 consecutive days—meaning no recorded sales activities such as calls, meetings, or follow-ups are documented in our CRM—and the lead has not yet had an initial meeting with the assigned sales professional, that lead may be reassigned to a different sales professional. This policy ensures that all leads receive consistent follow-ups and that no potential opportunity is overlooked due to inactivity.



Lead Reassignment for Open Deals Without Progress

When a lead has received a formal proposal but remains open for 60 days without being closed, the lead may either be co-assigned to a second sales professional for support or fully reassigned to another professional. For a lead to remain with the original sales professional, there must be a documented, quantifiable objection and a clear action plan to address it. In cases of co-assignment, the commission will be shared equally unless otherwise specified based on contributions. If the lead is fully reassigned, the initial sales professional will not receive commission unless there is clear documentation of significant progress made before reassignment. Significant progress means:

– All sales activities are recorded in the CRM system under the lead’s record.

– The sales professional sent the lead at least 3 emails, regardless of whether the lead replied or not.

PLUS, one of the following conditions:

– The sales professional had at least one meeting with the lead and sent him a proposal.

– The sales professional had 3 or more meetings with the lead without progressing to the proposal stage.



Exception for Self-Generated Leads

This reassignment process does not apply to leads that you have personally generated. Self-generated leads remain under your management unless you are no longer working with Mokhtar Group. This policy respects and rewards the value of your independent contributions.



The Importance of CRM Documentation

Keeping detailed and up-to-date records in our CRM system is critical to protect your work and ensure recognition of your efforts. Every interaction—calls, emails, meetings, and objections—must be documented in real time. These updates provide visibility into the lead’s journey and enable the sales team to track progress, identify challenges, and provide support when needed. Accurate CRM records are essential for protecting your leads and strengthening your overall performance.



Proactive and Creative Sales Engagement

We encourage all sales professionals to adopt a proactive and creative approach when engaging with leads. Regular touchpoints, personalized outreach, and innovative solutions tailored to client needs help build trust and increase the likelihood of closing deals. Anticipating objections and presenting solutions that highlight the value Mokhtar Group offers can make all the difference in the client decision-making process.



Performance Recognition and Incentives

At Mokhtar Group, we recognize and invest in sales professionals who consistently demonstrate proactivity, commitment, and the ability to close deals effectively. High-performing sales professionals who routinely exceed expectations are rewarded with access to more premium leads, increasing their opportunities to secure larger and more impactful deals. Additionally, we provide quarterly performance-based monetary bonuses to those who not only meet but surpass their sales targets. This system is designed to foster a high-performance culture that values dedication, creativity, and measurable results.



Ongoing Accountability and Collaboration

If you encounter challenges or anticipate delays in closing a deal, please maintain open communication with your point of contact at Mokhtar Group. We are here to provide guidance, resources, and insights to help you address any obstacles. Timely communication ensures that small issues are resolved quickly before they become significant barriers.

This lead management process is designed to ensure that every lead receives consistent attention and effort, driving both individual and team success. By maintaining detailed CRM records, adopting proactive sales strategies, and collaborating openly, you can ensure strong performance and measurable results.

If you have any questions or would like to discuss this process further, please feel free to reach out.

Please enter your full name and phone number to acknowledge that you have received and reviewed the expectations outlined in this document.

Official Announcement

We are pleased to announce that Mokhtar Group Inc. is now officially Methodolia Corporation, a name that better reflects our expanded vision, advanced technology, and growing global reach.

This change marks an exciting new chapter as we introduce a broader range of services, products, and intelligent solutions designed to help our clients scale more quickly and operate more efficiently.

Please visit our new official website at methodolia.com
to explore our latest platforms, offers, and updates.

The current website, mokhtargroup.com, will remain active until 2026 while we complete the full transition. This update will not affect any existing clients, partners, billing, or agreements.

We thank you for your continued trust and partnership as we move forward under our new name, Methodolia Corporation!