Project 01 / Sales Agency
Automated lead generation for an outbound sales team
Automated lead generation workflows that help identify prospects and organise outreach.
- Lead generation
- Data enrichment
- Outreach workflows
(01)The challenge
Prospect research was manual. Building lists, checking each company and copying details between tools took hours that should have gone into selling.
(02)Our approach
We built a workflow that sources prospects against an agreed ideal customer profile, enriches each record with the details the team needs, scores it and places it in the right outreach sequence.
(03)How it works
- 01
Source
Find companies and contacts that match the agreed customer profile.
- 02
Enrich
Add company data, roles and contact details, checked before they are used.
- 03
Qualify
Score each lead against clear criteria and set poor fits aside.
- 04
Organise
Push qualified leads into the CRM and outreach sequences, ready for the team.
(04)What we delivered
The parts of the finished system.
Need a system like this for your business?
- Prospect research workflow
- Data enrichment
- Lead scoring rules
- CRM and outreach sync
