A lead generation workflow I help businesses with - example
Hello, I thought I'd try to share some value here, so I'm sharing how i generally set up a lead generation workflow and how I walk through a business to build it for them. Each lead generation workflow is similar from business to business. I've found it to be true across multiple niches, BioTech, AEC / MEP (Mechanical/electrical engineering), Life Coaching, and Drone surveying... The workflow is typically 4 Phases - Gathering -> Filtering -> Researching -> Delivery Gathering - The gathering phase is typically done through an API or web fetches. If an API is available, this is usually the most reliable. Any common model can do a web fetch, but it's less deterministic. You will also need sources for the web fetch and API. You would determine this based on the clients typical sources (websites) and/or doing quick market research to determine where the ideal leads reside. I typically don't use filters in this phase unless really broad filters can be applied (Gather anyone who has a particular title CEO, P.E. Mechanical Engineer, etc.), otherwise agent web fetches can have large bottlenecks. API filters in the phase can be useful, but make sure your agent knows the correct parameter values for the particular API. It's useful to find the page where it describes the API parameters and give it to your agent when it's building. Web fetches gather the whole page data, so you'll want your agent to know "I'm looking for people on this website and their contact info, email, phone, title, etc." Have it output into an MD file or something simple for the agent to read. This trims down so the filtering agent can work with less noise. (Tell the agent to include the URL/Link to the particular person) Filtering - This phase is pretty self explanatory, it filters the leads you've gather based on the companies parameters. When talking with the client, you'll want to ask a series of questions to figure out what truly makes a good lead for them / a good client. Often times, they don't know, so you'll have to do some questioning (not interrogation hah).