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Lead Generation and Outreach

Find the people most likely to buy, and spend your sales time on them.

Agents build your prospect list from public signals in your market, scores every lead against your ideal customer, explains each score, and drafts a personalized first message. Follow-up goes out on schedule, and every lead’s status is tracked in one place.

Sound familiar?

  • Your best prospects are out there, but nobody has time to find them.
  • Good leads wait while you sort through the rest.
  • Follow-up happens when someone remembers.
  • Every first message sounds the same.

What the system handles

  • Building prospect lists from public engagement in your market
  • Cleaning lists: duplicates, poor fits, people you already know
  • Reading every lead to decide who's a fit
  • Writing first messages from scratch
  • Tracking every follow-up

What your people get back to

Conversations with the people most likely to buy.

What you get

  • Your ideal customer written down as scoring criteria and disqualifiers
  • A prospect list built from public engagement with the brands, venues, and content your buyers already follow
  • Lists cleaned in stages: duplicates, poor fits, and existing customers removed, borderline cases flagged for a person to decide
  • A scored lead list with a reason and a personal angle for each lead
  • Personalized first-message drafts
  • Text or email follow-up with status tracking
  • Website form leads added to the list automatically

How it works

  1. AssessWrite down who your best customers are, what rules someone out, and where they show up online.
  2. BuildSet up list building, scoring, message drafting, and follow-up tracking on tools you already use.
  3. MeasureTrack qualified prospects added, response time, replies, and booked calls by score.
  4. AdjustTune the sources, criteria, and messages based on who actually converts.

Built and running in a real business

For my online coaching service I built a pipeline that starts with people publicly engaging with climbing gyms and brands on LinkedIn and Instagram. A list of several thousand accounts is filtered in staged passes: duplicates, existing clients, and poor fits come out, and borderline cases are flagged for a person to decide. A classifier then scores each prospect from 0 to 10 across four fit criteria, rules out poor fits automatically, and writes a short rationale and a personalized angle for each one. I paired it with personalized text outreach sent from a spreadsheet with every message's status tracked, and a pipeline that moves website form leads straight into a sheet.

Nick Orange, founder

What gets measured

Key Insights
Qualified prospects added per month
Time to first response
Reply rate
Calls or quotes booked
Conversion rate by score

Questions owners ask

Where are your people's hours going?

Start with a Business Insight Sprint and find repetitive work worth handing to a system.