Lead Generation Process
Client Onboarding & Goal Setting
Client Onboarding & Goal Setting
Client Onboarding & Goal Setting
- Discovery Call: Understand the client’s business, product, ICP (Ideal Customer Profile), sales cycle, and goals.
- Niche & Positioning: Identify target verticals, decision-makers, and pain points.
- Tools & CRM Access: Gain access to client CRMs, email systems, and relevant tracking platforms.
ICP Development & Data Mapping
Client Onboarding & Goal Setting
Client Onboarding & Goal Setting
- Define ICP: Based on company size, industry, location, tech stack, funding stage, etc.
- Create Buyer Personas: Decision-makers like CTOs, CIOs, Engineering Heads, IT Managers, etc.
- Platform Strategy: Choose appropriate platforms for outreach—LinkedIn, Email, Events, or Paid Ads.
Prospecting & Data Collection
Client Onboarding & Goal Setting
- Source Data: Use tools like LinkedIn Sales Navigator, Apollo.io, ZoomInfo, Clay, etc.
- Scrape & enrich data via tools like Clearbit, Drop-contact, or PhantomBuster.
- Scrape & enrich data via tools like Clearbit, Drop-contact, or PhantomBuster.
- List Building: Build hyper-targeted lead lists, segment by persona, vertical, and intent.
Outreach Strategy Development
- Messaging Framework:
- Pain-point-driven copy tailored to personas.
- Use personalization (first lines, tech stack mentions, use cases).
- Pain-point-driven copy tailored to personas.
- Channel Mix:
- Cold Email Campaigns
- LinkedIn Outreach
- Cold Calling (if applicable)
- Retargeting Ads (optional)
- Cold Email Campaigns
Multichannel Outreach Execution
- Email Campaigns:
- Use tools like Instantly, Lemlist, Mailshake, or Smartlead.
- 3–5 step sequences with soft CTAs.
- Use tools like Instantly, Lemlist, Mailshake, or Smartlead.
- LinkedIn:
- Connection request → Follow-up message → Value-add resource or CTA.
- For warm leads or qualified lists, use a script tailored to the tech decision-maker.
- Connection request → Follow-up message → Value-add resource or CTA.
Lead Qualification & Handoff
- Lead Scoring: Based on engagement, role, budget, timeline.
- Calendar Booking: Use tools like Calendly to schedule discovery/sales calls.
- CRM Handoff: Push qualified leads into client CRM (HubSpot, Salesforce, Google-Sheet)
- Weekly Reports:
- Open/Reply/Conversion rates
- Meetings booked
- Opportunities generated