Lead Generation
Overview
Build prospect lists that sales can actually use: right companies, right people, verified context, sourced.
Prefer the Leads desk (#/leads, leads action=status). Recurring fill is leads action=start / stop / schedule (same store as Tauri and navin leads). Do not create a chat cron. Heartbeat is leads action=watch only.
List quality bar
Per lead: company, website, size estimate, sector, country, decision-maker name + role, LinkedIn URL, trigger/context signal, source of each datum.
Sourcing plays
| Play |
How |
| ICP search |
web_search "{sector} {geography} companies", directories, chambers, industry associations |
| Trigger events |
funding news, expansions, job postings for related roles, new regulations - these companies have budget + urgency |
| Ecosystem mining |
competitors' case studies, event exhibitor lists, partner directories |
| Lookalikes |
best current clients → who resembles them (entity-research per company) |
| Inbound signals |
site visitors' companies, content engagers, event attendees |
Workflow
- Load the ICP (
customer-persona-builder) - disqualifiers matter as much as criteria.
- Run 2-3 sourcing plays; collect into
sales/leads-<date>.md or CSV.
- Enrich each company:
web_fetch their site (size signals, tech, news); find the right role's holder on LinkedIn.
- Dedupe against the shared Studio CRM (
crm tool list/search) and the Prospection CSV; score A/B/C by ICP fit + trigger strength. After quality, crm create.
- Hand A-leads to
lead-qualification → account-research → cold-email-writer.
Rules
- Every email/name verified from a public source; no scraped-and-prayed data.
- Respect data protection rules (GDPR for EU contacts) - business contact data, lawful basis, easy opt-out.
- 50 researched leads beat 5,000 scraped rows.
1---2name: lead-generation3description: Identify target companies and decision-makers matching the ICP - build clean, sourced prospect lists. Use to fill the top of the sales pipeline.4---56# Lead Generation78## Overview910Build prospect lists that sales can actually use: right companies, right people, verified context, sourced.1112Prefer the Leads desk (`#/leads`, `leads action=status`). Recurring fill is `leads action=start` / `stop` / `schedule` (same store as Tauri and `navin leads`). Do not create a chat cron. Heartbeat is `leads action=watch` only.1314## List quality bar1516Per lead: company, website, size estimate, sector, country, decision-maker name + role, LinkedIn URL, trigger/context signal, source of each datum.1718## Sourcing plays1920| Play | How |21|------|-----|22| ICP search | `web_search` "{sector} {geography} companies", directories, chambers, industry associations |23| Trigger events | funding news, expansions, job postings for related roles, new regulations - these companies have budget + urgency |24| Ecosystem mining | competitors' case studies, event exhibitor lists, partner directories |25| Lookalikes | best current clients → who resembles them (`entity-research` per company) |26| Inbound signals | site visitors' companies, content engagers, event attendees |2728## Workflow29301. Load the ICP (`customer-persona-builder`) - disqualifiers matter as much as criteria.312. Run 2-3 sourcing plays; collect into `sales/leads-<date>.md` or CSV.323. Enrich each company: `web_fetch` their site (size signals, tech, news); find the right role's holder on LinkedIn.334. Dedupe against the shared Studio CRM (`crm` tool list/search) and the Prospection CSV; score A/B/C by ICP fit + trigger strength. After quality, `crm` create.345. Hand A-leads to `lead-qualification` → `account-research` → `cold-email-writer`.3536## Rules3738- Every email/name verified from a public source; no scraped-and-prayed data.39- Respect data protection rules (GDPR for EU contacts) - business contact data, lawful basis, easy opt-out.40- 50 researched leads beat 5,000 scraped rows.
Navinspire-ia