Glossary

First touch

First touch is the first recorded sales activity on a captured lead, such as a call, an email, or a sequence enrollment, and the moment that stops its follow-up clock.

It marks the point where your event lead becomes sales work. Until it lands, the lead is a name on a list, and each day it waits, your rep forgets more of what the buyer said at the booth.

How do you measure it?

Record 2 timestamps per lead: when your rep captured it, and when the first activity landed on the lead’s own record. The gap between them is follow-up latency. A lead with no first touch counts as unworked.

3 measures build on it:

Where do you find it in FieldXM?

In FieldXM’s follow-up workflow, the first-touch clock starts as soon as a rep saves a lead, with an owner and a next step on it. The unworked-lead queue lists, by rep, the leads still waiting on that first touch, and FieldXM reports how many got one on time.

How does it relate to first-touch attribution?

The 2 terms share words and measure different things. First-touch attribution credits a deal to the earliest recorded interaction with the buyer. First touch in follow-up is the first sales activity after capture, and the guide to trade show lead follow-up builds on its timestamp.

Related terms

  • Attempt rateAttempt rate is the share of event leads that received at least one recorded sales follow-up attempt within the agreed window, the base measure of whether sales reps worked the leads a show produced.
  • Follow-up SLAA follow-up SLA is an agreed deadline for the first sales touch on a captured lead, with a clock that starts at capture and a breach when the deadline passes with no activity.
  • Unworked-lead queueAn unworked-lead queue is a list of captured leads with no recorded first touch, by owner, that makes gaps in follow-up visible by rep while the leads are still warm.
  • Speed to leadSpeed to lead is the time from the moment a lead arrives to the first sales response, a common follow-up metric for how quickly a team acts on new demand.
  • First-touch and last-touch attributionFirst-touch and last-touch attribution are single-touch models that give all the credit for a deal to one recorded interaction, the earliest for first touch and the final one for last touch.

See it in FieldXM

  • Follow-upAssign each lead to an email blast, a sequence, or direct outreach. FieldXM enrolls it and shows you what hasn’t gone out.

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