Lead Generation & Demand
Workspace Context
Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.
Operating Contract
This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.
Comprehensive demand generation playbook for B2B SaaS companies focused on pipeline creation, CAC optimization, and multi-channel lead acquisition.
Quick Start
- Define ICP — Identify ideal customer profile (firmographics, psychographics, technographics)
- Map Funnel — TOFU → MOFU → BOFU stages with clear goals
- Select Channels — Prioritize by CAC, lead quality, and timeline
- Create Assets — Lead magnets, landing pages, nurturing sequences
- Launch & Optimize — Track, measure, iterate continuously
ICP Framework
Firmographics
| Element |
Question |
Example |
| Industry |
What sector? |
B2B SaaS, Fintech, Healthcare |
| Company Size |
Employee count? |
50-500 employees |
| Revenue |
Annual revenue? |
$5M-$50M ARR |
| Geography |
Where? |
US, UK, EU |
Psychographics
- Values: What matters to them?
- Pain Points: What keeps them up at night?
- Goals: What are they trying to achieve?
Technographics
- Current tools and stack
- Technology gaps
- Integration needs
Full-Funnel Strategy
Funnel Stages
| Stage |
Goal |
Content |
Channels |
Metrics |
| TOFU (Awareness) |
Attract visitors |
Blog, guides, calculators |
SEO, social, content |
Traffic, new visitors |
| MOFU (Consideration) |
Capture leads |
Whitepapers, webinars, case studies |
Email, retargeting, gated content |
Leads, MQLs |
| BOFU (Decision) |
Convert opportunities |
Demos, consultations, proposals |
Sales outreach, direct |
SQLs, opportunities |
Channel Strategy Matrix
Channel Performance (B2B SaaS)
| Channel |
CAC Range |
Lead Quality |
Timeline |
Priority |
| SEO/Content |
$50-150 |
High |
6-12 months |
⭐⭐⭐⭐⭐ |
| LinkedIn Ads |
$150-400 |
High |
Immediate |
⭐⭐⭐⭐⭐ |
| Google Search |
$80-250 |
Very High |
Immediate |
⭐⭐⭐⭐⭐ |
| Webinars |
$100-200 |
High |
2-4 weeks |
⭐⭐⭐⭐ |
| Email Nurture |
$20-50 |
Medium-High |
Ongoing |
⭐⭐⭐⭐ |
| Referrals |
$0-50 |
Very High |
Variable |
⭐⭐⭐⭐⭐ |
Budget Allocation ($30-50k/month)
| Channel |
Budget |
Expected MQLs |
Expected SQLs |
| LinkedIn |
$15k |
50 |
10 |
| Google Search |
$12k |
80 |
20 |
| Google Display |
$5k |
120 |
5 |
| Meta |
$5k |
100 |
8 |
| Partnerships |
$3k |
20 |
5 |
Lead Magnets
High-Converting Formats
| Type |
Conversion Rate |
Best For |
| Interactive Calculator |
15-30% |
Technical evaluation |
| Technical Guide/Whitepaper |
10-20% |
Education |
| Case Study (detailed) |
8-15% |
Social proof |
| Webinar Registration |
20-40% |
Engagement |
| Free Assessment |
25-40% |
Qualification |
| Code Repository |
10-25% |
Developer trust |
Lead Magnet Hooks
- Quick Win — "The 5-Minute Audit"
- Forbidden Knowledge — "Secrets agencies don't want you to know"
- Shortcut — "30-Day Framework Instead of 90 Days"
- Social Proof — "How 500+ Founders Achieved X"
- Diagnosis — "Discover Your Blind Spots"
Landing Page Framework
High-Converting Structure
┌─────────────────────────────────────┐
│ HEADLINE (Clear value proposition) │
├─────────────────────────────────────┤
│ SUBHEADLINE (Supporting benefit) │
├─────────────────────────────────────┤
│ HERO IMAGE/VIDEO │ FORM │
│ Visual proof │ Name, Email │
│ │ Company │
│ │ [CTA Button] │
├─────────────────────────────────────┤
│ SOCIAL PROOF (Logos, testimonials) │
├─────────────────────────────────────┤
│ BENEFITS (3-5 key benefits) │
├─────────────────────────────────────┤
│ SECONDARY CTA │
└─────────────────────────────────────┘
Conversion Checklist
Lead Scoring Model
Scoring Criteria
| Category |
Criteria |
Points |
| Fit |
Target industry |
+20 |
|
Company size 50-5000 |
+15 |
|
Decision maker title |
+25 |
|
Target geography |
+10 |
| Engagement |
Downloaded lead magnet |
+10 |
|
Attended webinar |
+20 |
|
Visited pricing page |
+15 |
|
Multiple site visits |
+5 each |
|
Email engagement |
+5 per click |
| Negative |
Student/academic |
-30 |
|
Competitor |
-50 |
|
Unsubscribed |
-20 |
Lead Classification
| Score |
Classification |
Action |
| 80+ |
SQL |
Sales outreach |
| 50-79 |
MQL |
Nurture + sales alert |
| 20-49 |
Engaged Lead |
Continue nurturing |
| <20 |
Cold Lead |
Long-term nurture |
Email Nurture Sequences
Welcome Sequence (New Leads)
| Email |
Timing |
Goal |
| 1: Welcome |
Immediate |
Deliver content, set expectations |
| 2: Value Add |
Day 2 |
Related helpful content |
| 3: Social Proof |
Day 4 |
Case study highlight |
| 4: Education |
Day 7 |
Technical insight |
| 5: Soft Offer |
Day 10 |
Introduce services |
Metrics Targets
| Metric |
Target |
| Open Rate |
>25% |
| Click Rate |
>3% |
| Unsubscribe |
<0.5% |
CAC Optimization
CAC Calculation
CAC = Total Marketing & Sales Costs / Number of New Customers
Benchmarks (B2B SaaS)
| Company Stage |
Target CAC |
LTV:CAC Ratio |
| Early |
$500-2000 |
>3:1 |
| Growth |
$300-1000 |
>4:1 |
| Scale |
$200-500 |
>5:1 |
Reduction Strategies
- Improve conversion rates — Better landing pages, forms
- Increase organic traffic — SEO, content marketing
- Referral programs — Leverage satisfied customers
- Lead scoring — Focus sales on high-intent leads
- Marketing automation — Scale without headcount
Attribution Modeling
Multi-Touch Attribution
| Model |
First Touch |
Middle |
Last Touch |
| First Touch |
100% |
0% |
0% |
| Last Touch |
0% |
0% |
100% |
| Linear |
33% |
33% |
33% |
| Recommended (U-Shape) |
40% |
20% |
40% |
| Recommended (W-Shape) |
40% |
20% |
40% |
UTM Structure
utm_source={channel}
utm_medium={cpc|email|organic}
utm_campaign={id}
utm_content={variant}
utm_term={keywords}
Lead Research Framework
Research Process
- Analyze Product/Service — Understand value proposition
- Define ICP — Industry, size, location, pain points
- Find Companies for matching — Search companies
- Prioritize — Score by fit (1-10)
- Research Contacts — Identify decision makers
Output Format
For each lead provide:
- Company name and website
- Why they're a good fit (2-3 specific reasons)
- Priority score (1-10 with explanation)
- Target decision maker role
- Personalized outreach strategy
Paid Media Playbook
LinkedIn Ads
Campaign structure: Awareness → Consideration → Conversion
Targeting: Company size 50-5,000, Director+ titles, SaaS/Tech
Creative: Thought leadership, social proof, problem-solution
Google Ads
Priority: Brand → Competitor → Solution → Problem → Display
Bid strategy: Manual CPC → Target CPA at 50+ conversions
Ad copy: 15 headlines covering value props, features, CTAs
Account-Based Sales (ABS)
When to Use ABS
| Criteria |
Threshold |
| ACV |
>$25K |
| TAM |
<5,000 accounts |
| Buying committee |
3+ stakeholders |
| Sales cycle |
>60 days |
ABS Framework
| Element |
Execution |
| Target list |
50-200 named accounts, tiered |
| Account research |
30 min per Tier 1 account |
| Multi-threading |
3-5 contacts per account |
| Custom content |
Pain-specific messaging |
| Orchestration |
Coordinated email + LinkedIn + ads |
Best Practices
Do
- Start with ICP definition
- Focus on fewer, higher-quality channels
- Create valuable lead magnets
- Nurture before selling
- Track attribution carefully
- Continuously optimize conversion
Don't
- Buy email lists
- Spam cold prospects
- Gate all content
- Ignore lead quality for quantity
- Skip the nurture stage
- Neglect existing leads
Error Handling
| Issue |
Cause |
Solution |
| Low conversion rate |
Poor offer/targeting |
Test new lead magnets, refine ICP |
| High CAC |
Inefficient channels |
Shift budget to performing channels |
| Low lead quality |
Too broad targeting |
Tighten ICP, add qualification |
| Email deliverability |
List hygiene issues |
Clean list, warm up domain |
Metrics Dashboard
Weekly
Monthly
Related Skills
1---2name: lead-generation-and-demand3description: Comprehensive B2B demand generation and lead acquisition skill. Use when building lead generation systems, creating demand acquisition campaigns, optimizing CAC, designing lead magnets, conducting lead research, or planning multi-channel demand strategies. Covers ICP definition, funnel strategy, channel optimization, lead scoring, attribution, and pipeline generation for B2B SaaS.4---56# Lead Generation & Demand78## Workspace Context910Read bootstrap context before asking questions: `strategy/brand.md` for brand, audience, offer, channels, tools, constraints, and metrics; `about/me.md` for personal voice; `content/ideas.md` and `content/calendar.md` for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to `content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md`, and route durable learnings back to `strategy/brand.md`, `about/me.md`, or `content/ideas.md`.1112## Operating Contract1314This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.15161718Comprehensive demand generation playbook for B2B SaaS companies focused on pipeline creation, CAC optimization, and multi-channel lead acquisition.1920## Quick Start21221. **Define ICP** — Identify ideal customer profile (firmographics, psychographics, technographics)232. **Map Funnel** — TOFU → MOFU → BOFU stages with clear goals243. **Select Channels** — Prioritize by CAC, lead quality, and timeline254. **Create Assets** — Lead magnets, landing pages, nurturing sequences265. **Launch & Optimize** — Track, measure, iterate continuously2728---2930## ICP Framework3132### Firmographics3334| Element | Question | Example |35|---------|----------|---------|36| Industry | What sector? | B2B SaaS, Fintech, Healthcare |37| Company Size | Employee count? | 50-500 employees |38| Revenue | Annual revenue? | $5M-$50M ARR |39| Geography | Where? | US, UK, EU |4041### Psychographics4243- **Values**: What matters to them?44- **Pain Points**: What keeps them up at night?45- **Goals**: What are they trying to achieve?4647### Technographics4849- Current tools and stack50- Technology gaps51- Integration needs5253---5455## Full-Funnel Strategy5657### Funnel Stages5859| Stage | Goal | Content | Channels | Metrics |60|-------|------|---------|----------|---------|61| **TOFU** (Awareness) | Attract visitors | Blog, guides, calculators | SEO, social, content | Traffic, new visitors |62| **MOFU** (Consideration) | Capture leads | Whitepapers, webinars, case studies | Email, retargeting, gated content | Leads, MQLs |63| **BOFU** (Decision) | Convert opportunities | Demos, consultations, proposals | Sales outreach, direct | SQLs, opportunities |6465---6667## Channel Strategy Matrix6869### Channel Performance (B2B SaaS)7071| Channel | CAC Range | Lead Quality | Timeline | Priority |72|---------|-----------|--------------|----------|----------|73| SEO/Content | $50-150 | High | 6-12 months | ⭐⭐⭐⭐⭐ |74| LinkedIn Ads | $150-400 | High | Immediate | ⭐⭐⭐⭐⭐ |75| Google Search | $80-250 | Very High | Immediate | ⭐⭐⭐⭐⭐ |76| Webinars | $100-200 | High | 2-4 weeks | ⭐⭐⭐⭐ |77| Email Nurture | $20-50 | Medium-High | Ongoing | ⭐⭐⭐⭐ |78| Referrals | $0-50 | Very High | Variable | ⭐⭐⭐⭐⭐ |7980### Budget Allocation ($30-50k/month)8182| Channel | Budget | Expected MQLs | Expected SQLs |83|---------|--------|---------------|---------------|84| LinkedIn | $15k | 50 | 10 |85| Google Search | $12k | 80 | 20 |86| Google Display | $5k | 120 | 5 |87| Meta | $5k | 100 | 8 |88| Partnerships | $3k | 20 | 5 |8990---9192## Lead Magnets9394### High-Converting Formats9596| Type | Conversion Rate | Best For |97|------|-----------------|----------|98| Interactive Calculator | 15-30% | Technical evaluation |99| Technical Guide/Whitepaper | 10-20% | Education |100| Case Study (detailed) | 8-15% | Social proof |101| Webinar Registration | 20-40% | Engagement |102| Free Assessment | 25-40% | Qualification |103| Code Repository | 10-25% | Developer trust |104105### Lead Magnet Hooks1061071. **Quick Win** — "The 5-Minute Audit"1082. **Forbidden Knowledge** — "Secrets agencies don't want you to know"1093. **Shortcut** — "30-Day Framework Instead of 90 Days"1104. **Social Proof** — "How 500+ Founders Achieved X"1115. **Diagnosis** — "Discover Your Blind Spots"112113---114115## Landing Page Framework116117### High-Converting Structure118119```120┌─────────────────────────────────────┐121│ HEADLINE (Clear value proposition) │122├─────────────────────────────────────┤123│ SUBHEADLINE (Supporting benefit) │124├─────────────────────────────────────┤125│ HERO IMAGE/VIDEO │ FORM │126│ Visual proof │ Name, Email │127│ │ Company │128│ │ [CTA Button] │129├─────────────────────────────────────┤130│ SOCIAL PROOF (Logos, testimonials) │131├─────────────────────────────────────┤132│ BENEFITS (3-5 key benefits) │133├─────────────────────────────────────┤134│ SECONDARY CTA │135└─────────────────────────────────────┘136```137138### Conversion Checklist139140- [ ] Single, clear CTA141- [ ] Minimal form fields (3-5 max)142- [ ] Above-the-fold value proposition143- [ ] Social proof visible144- [ ] Mobile optimized145- [ ] Fast load time (<3s)146- [ ] No navigation distractions147148---149150## Lead Scoring Model151152### Scoring Criteria153154| Category | Criteria | Points |155|----------|----------|--------|156| **Fit** | Target industry | +20 |157| | Company size 50-5000 | +15 |158| | Decision maker title | +25 |159| | Target geography | +10 |160| **Engagement** | Downloaded lead magnet | +10 |161| | Attended webinar | +20 |162| | Visited pricing page | +15 |163| | Multiple site visits | +5 each |164| | Email engagement | +5 per click |165| **Negative** | Student/academic | -30 |166| | Competitor | -50 |167| | Unsubscribed | -20 |168169### Lead Classification170171| Score | Classification | Action |172|-------|---------------|--------|173| 80+ | SQL | Sales outreach |174| 50-79 | MQL | Nurture + sales alert |175| 20-49 | Engaged Lead | Continue nurturing |176| <20 | Cold Lead | Long-term nurture |177178---179180## Email Nurture Sequences181182### Welcome Sequence (New Leads)183184| Email | Timing | Goal |185|-------|--------|------|186| 1: Welcome | Immediate | Deliver content, set expectations |187| 2: Value Add | Day 2 | Related helpful content |188| 3: Social Proof | Day 4 | Case study highlight |189| 4: Education | Day 7 | Technical insight |190| 5: Soft Offer | Day 10 | Introduce services |191192### Metrics Targets193194| Metric | Target |195|--------|--------|196| Open Rate | >25% |197| Click Rate | >3% |198| Unsubscribe | <0.5% |199200---201202## CAC Optimization203204### CAC Calculation205206```207CAC = Total Marketing & Sales Costs / Number of New Customers208```209210### Benchmarks (B2B SaaS)211212| Company Stage | Target CAC | LTV:CAC Ratio |213|---------------|------------|---------------|214| Early | $500-2000 | >3:1 |215| Growth | $300-1000 | >4:1 |216| Scale | $200-500 | >5:1 |217218### Reduction Strategies2192201. Improve conversion rates — Better landing pages, forms2212. Increase organic traffic — SEO, content marketing2223. Referral programs — Leverage satisfied customers2234. Lead scoring — Focus sales on high-intent leads2245. Marketing automation — Scale without headcount225226---227228## Attribution Modeling229230### Multi-Touch Attribution231232| Model | First Touch | Middle | Last Touch |233|-------|-------------|--------|------------|234| First Touch | 100% | 0% | 0% |235| Last Touch | 0% | 0% | 100% |236| Linear | 33% | 33% | 33% |237| **Recommended (U-Shape)** | 40% | 20% | 40% |238| **Recommended (W-Shape)** | 40% | 20% | 40% |239240### UTM Structure241242```243utm_source={channel}244utm_medium={cpc|email|organic}245utm_campaign={id}246utm_content={variant}247utm_term={keywords}248```249250---251252## Lead Research Framework253254### Research Process2552561. **Analyze Product/Service** — Understand value proposition2572. **Define ICP** — Industry, size, location, pain points2583. **Find Companies for matching** — Search companies2594. **Prioritize** — Score by fit (1-10)2605. **Research Contacts** — Identify decision makers261262### Output Format263264For each lead provide:265- Company name and website266- Why they're a good fit (2-3 specific reasons)267- Priority score (1-10 with explanation)268- Target decision maker role269- Personalized outreach strategy270271---272273## Paid Media Playbook274275### LinkedIn Ads276277**Campaign structure**: Awareness → Consideration → Conversion278**Targeting**: Company size 50-5,000, Director+ titles, SaaS/Tech279**Creative**: Thought leadership, social proof, problem-solution280281### Google Ads282283**Priority**: Brand → Competitor → Solution → Problem → Display284**Bid strategy**: Manual CPC → Target CPA at 50+ conversions285**Ad copy**: 15 headlines covering value props, features, CTAs286287---288289## Account-Based Sales (ABS)290291### When to Use ABS292293| Criteria | Threshold |294|----------|-----------|295| ACV | >$25K |296| TAM | <5,000 accounts |297| Buying committee | 3+ stakeholders |298| Sales cycle | >60 days |299300### ABS Framework301302| Element | Execution |303|---------|-----------|304| Target list | 50-200 named accounts, tiered |305| Account research | 30 min per Tier 1 account |306| Multi-threading | 3-5 contacts per account |307| Custom content | Pain-specific messaging |308| Orchestration | Coordinated email + LinkedIn + ads |309310---311312## Best Practices313314### Do3153161. Start with ICP definition3172. Focus on fewer, higher-quality channels3183. Create valuable lead magnets3194. Nurture before selling3205. Track attribution carefully3216. Continuously optimize conversion322323### Don't3243251. Buy email lists3262. Spam cold prospects3273. Gate all content3284. Ignore lead quality for quantity3295. Skip the nurture stage3306. Neglect existing leads331332---333334## Error Handling335336| Issue | Cause | Solution |337|-------|-------|----------|338| Low conversion rate | Poor offer/targeting | Test new lead magnets, refine ICP |339| High CAC | Inefficient channels | Shift budget to performing channels |340| Low lead quality | Too broad targeting | Tighten ICP, add qualification |341| Email deliverability | List hygiene issues | Clean list, warm up domain |342343---344345## Metrics Dashboard346347### Weekly348349- [ ] New leads by source350- [ ] Conversion rates by channel351- [ ] Email performance352- [ ] Lead score distribution353354### Monthly355356- [ ] MQL → SQL conversion357- [ ] CAC by channel358- [ ] Attribution analysis359- [ ] Funnel velocity360361---362363## Related Skills364365- [conversion-rate-optimization](../conversion-rate-optimization/SKILL.md) - CRO frameworks366- [growth-strategy](../growth-strategy/SKILL.md) - Growth loops and channels367- [outbound-email-strategy](../outbound-email-strategy/SKILL.md) - Cold outreach368- [sales-and-revenue-operations](../sales-and-revenue-operations/SKILL.md) - Sales processes