LeadMagic
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- ▌ Revops Tech Stack · leadmagic bundleDesign, audit, and consolidate the RevOps technology stack — CRM, enrichment, sequencing, analytics, integration architecture, and cost optimization. Use when auditing GTM tools, designing revenue technology, or consolidating vendor spend. Triggers on: "RevOps stack", "sales tech stack", "GTM tool audit", "revenue technology", "stack consolidation".
- ▌ Content Marketing · leadmagic bundleBuild content marketing strategies that generate pipeline — SEO/AEO optimization, pillar page design, programmatic SEO, content-to-pipeline mapping. Use when the user wants to plan content strategy, build a content calendar, improve SEO, create pillar content, or generate pipeline from content. Triggers on: "content marketing", "SEO strategy", "content strategy", "blog", "pillar page", "content calendar", "AEO", "AI search optimization", "programmatic SEO", or any request about content-driven growth.
- ▌ Lifecycle Drips · leadmagic bundleDesign lifecycle drip campaigns — post-purchase, renewal, expansion, milestone-based automated email programs. Triggers on: "lifecycle drips", "automated campaigns", "lifecycle emails", "drip sequences", "triggered emails".
- ▌ Co Marketing · leadmagic bundleExecute co-marketing campaigns with partners — joint webinars, co-branded content, shared audiences, mutual promotion. Triggers on: "co-marketing", "joint marketing", "partner marketing", "co-branded campaign".
- ▌ Email Finding · leadmagic bundleFind verified work email addresses for B2B contacts using multi-provider waterfall discovery. Use when the user wants to find emails, look up contact information, discover email patterns, enrich a list with email addresses, find decision-maker emails, or get verified contact data for outreach. Triggers on: \"find email\", \"get their email\", \"email discovery\", \"look up email\", \"find contact info\", \"email enrichment\", \"what's their email\", or any request to locate professional email addresses for prospects.
- ▌ List Building · leadmagic bundleBuild qualified B2B prospect lists using Clay, LinkedIn Sales Navigator, and multi-source discovery. Use when the user wants to build a prospect list, create a target account list, find companies matching an ICP, scrape lead sources, or compile a list for outbound. Triggers on: "build a list", "prospect list", "target accounts", "find companies", "scrape leads", "list building", "who should we reach out to", or any request to compile prospect data.
- ▌ Demo Scripts · leadmagic bundleWrite compelling demo scripts — first demo, technical deep-dive, and executive overview. Scene-by-scene with timing, talk tracks, and interaction points. Use when building demo scripts, preparing for a demo, or structuring product demonstrations. Triggers on: "demo script", "product demo", "demo flow", "how to demo", "demo structure", "demo talk track", or any demo-related request.
- ▌ Meeting Prep · leadmagic bundlePrepare meeting briefs with SPICED discovery (WbD) and MEDDICC qualification (Andy Whyte) — account research, attendee profiles, question banks, scorecard gaps, and competitive context. Use before discovery calls, demos, executive meetings, or deal reviews. Triggers on: "meeting prep", "call prep", "discovery prep", "MEDDICC", "MEDDIC", "qualify this deal", "pre-call research", "discovery questions", "champion test", "economic buyer".
- ▌ Instantly Sequences · leadmagic bundleSet up Instantly — unlimited accounts, warmup pool, campaign optimization, unified inbox. Triggers on: "Instantly", "Instantly setup", "Instantly campaigns", "Instantly warmup".
- ▌ Smartlead Workflows · leadmagic bundleSet up and run Smartlead — unlimited mailboxes, auto-rotation, A/B testing, master inbox, AI categorization. Triggers on: "Smartlead", "Smartlead setup", "Smartlead campaigns", "unlimited mailboxes".
- ▌ Paid Advertising · leadmagic bundleBuild and manage paid advertising campaigns across B2B platforms — LinkedIn Ads, Google Ads, Meta (Facebook/Instagram) Ads, TikTok Ads, and programmatic. Use when launching paid campaigns, allocating ad budget, selecting platforms, or optimizing paid acquisition. Triggers on: "paid ads", "LinkedIn ads", "Google Ads", "Meta ads", "Facebook ads", "TikTok ads", "advertising", "paid acquisition", "ad budget", "ad campaign", or any request about paid marketing.
- ▌ Proactive Alerts · leadmagic bundleSet up proactive GTM alert systems — CRM pipeline alerts, buying signal notifications, Slack/email routing, risk scoring. Use when building alert systems, monitoring pipeline health, detecting buying signals, or setting up automated notifications for GTM teams. Triggers on: "alerts", "notifications", "pipeline alerts", "signal alerts", "monitor pipeline", "deal alerts", "Slack alerts", "pipeline monitoring", "proactive", "warning system", or any request about automated detection and notification.
- ▌ Clay Automation · leadmagic bundleBuild production-grade Clay enrichment workflows — table architecture, waterfall configuration, Claygent AI research, Sculptor table building, CRM push with clay_status properties, credit optimization. Use when building Clay tables, configuring enrichment waterfalls, setting up Claygent, or automating GTM workflows in Clay. Triggers on: "Clay", "Clay workflow", "Clay table", "Claygent", "Sculptor", "Clay enrichment", "Clay waterfall", "Clay automation", or any request about building workflows in Clay.
- ▌ Crm Integration · leadmagic bundleConfigure CRM systems for GTM — lifecycle stages, deal stages, field ownership, enrichment sync, dedupe, required fields, and reporting. Use when setting up HubSpot, Salesforce, Attio, or any CRM integration for sales and marketing teams.
- ▌ AI Video Creation · leadmagic bundleAI-powered video creation for marketing — step-by-step workflows for HeyGen (AI spokespersons), Synthesia (AI avatars), Runway (generative video), Captions (AI editing), Opus Clip (AI clipping), ElevenLabs (AI voiceover), and Descript (AI editing). Use when creating demo videos, personalized outreach videos, social video content, ads, or scaling video production without a video team. Triggers on: "AI video", "HeyGen", "Synthesia", "Runway AI", "AI spokesperson video", "AI ads".
- ▌ Landing Page Copy · leadmagic bundleLanding page copywriting strategy — conversion copy frameworks, hero headline patterns, value proposition formulas, CTA copy, social proof placement, objection handling in copy, and A/B testing copy at scale. Based on Joanna Wiebe (Copyhackers), Oli Gardner (Unbounce), CXL (Peep Laja), and Harry Dry (Marketing Examples). Use when writing or optimizing landing page copy, designing hero sections, crafting CTAs, or running copy A/B tests. Triggers on: "landing page copy", "hero copy", "CTA copywriting", "conversion copy", "sales page copy".
- ▌ Conference Strategy · leadmagic bundleStrategic conference planning — event selection, sponsorship ROI, speaking submissions, booth strategy, team preparation. Triggers on: "conference strategy", "event planning", "trade show strategy", "sponsorship ROI", "CFP submissions".
- ▌ Gtm Recruiting · leadmagic bundleGTM recruiting playbook — active sourcing, passive candidate outreach, offer negotiation, recruiter partnerships (Betts, It's Destiny Recruiting), and inclusive hiring without tokenization. Use when recruiting SDR/AE/CS/leaders, closing candidates, negotiating OTE/equity, or building diverse GTM benches. Triggers on: "recruit salesperson", "negotiate offer", "close candidate", "Betts recruiting", "diversity hiring sales", "passive candidate outreach", "sales offer negotiation", "contingency recruiter", "Destiny recruiting".
- ▌ Hiring By Role · leadmagic bundleRole-specific hiring guides for B2B SaaS — interview questions, evaluation criteria, scorecards, and assessment methods for engineering, sales, marketing, customer success, product, and design roles. Based on best practices from Betts Recruiting, Bridge Group, SaaStr, YC, and Google re:Work. Use when building an interview process for a specific role or evaluating candidates systematically. Triggers on: "interview questions for [role]", "how to hire [role]", "scorecard for [role]", "evaluate [role] candidates".
- ▌ Linkedin Algorithm · leadmagic bundleOptimize LinkedIn organic reach using Richard van der Blom's Algorithm Insights Report (Just Connecting) — interest graph mechanics, format rankings, post anatomy, dwell time, golden hour engagement, and company page strategy. Use when posts are underperforming, planning LinkedIn content formats, or diagnosing reach drops. Triggers on: "LinkedIn algorithm", "LinkedIn reach", "post not getting impressions", "best time to post LinkedIn", "LinkedIn format", "carousel vs video", "hashtags LinkedIn", "van der Blom", "dwell time", "LinkedIn engagement drop".
- ▌ Churn Prediction · leadmagic bundleBuild churn prediction models — leading indicators, risk scoring, early warning systems, intervention playbooks. Triggers on: "churn prediction", "predict churn", "churn model", "early warning", "risk scoring".
- ▌ Sending Platforms · leadmagic bundleCompares, selects, and configures cold email sending platforms: Smartlead, Instantly, Salesforge, Apollo, and others. Use when the user asks which sending platform to use, needs to compare features or pricing, wants to migrate between platforms, or needs platform-specific setup guidance. Activates on phrases like "which email platform," "Smartlead vs Instantly," "best sending tool," "Salesforge setup," "Apollo sequences," or "migrate sending platform."
- ▌ Signal Scoring · leadmagic bundleScore and prioritize prospects using buying signals — hiring, funding, tech stack changes, executive moves, and intent data. Use when the user wants to score leads, prioritize outreach, detect buying intent, rank prospects, or find the hottest accounts. Triggers on: "score leads", "prioritize", "signals", "buying intent", "trigger events", "who should we contact first", "lead scoring", "signal detection", "intent data", or any request to rank prospects by readiness-to-buy.
- ▌ 1p Tagging Pixels · leadmagic bundleSet up first-party tracking and analytics — website pixels, conversion tracking, UTM architecture, cookie consent, server-side tagging vs client-side, 1P vs 3P data strategy, and identity resolution. Use when setting up tracking, implementing pixels, building attribution, or preparing for privacy-first measurement. Triggers on: "pixel", "tracking", "conversion tracking", "first-party data", "server-side tagging", "UTM", "cookie consent", "1P vs 3P", "identity resolution", or any tracking implementation request.
- ▌ Salesforce Setup · leadmagic bundleSet up Salesforce for B2B SaaS GTM — object model, opportunity pipelines, lead management, reports and dashboards, automation (Flows), and enrichment integration. Use when configuring Salesforce for sales or revops. Triggers on: "Salesforce setup", "configure Salesforce", "Salesforce CRM", "Salesforce pipeline", "Salesforce automation", or any Salesforce configuration request.
- ▌ Graphic Design Gtm · leadmagic bundleCreate GTM visual assets — social graphics, ad creatives, pitch deck design, one-pager layouts, email images, data visualization, and brand-consistent templates. Use when creating visual content for GTM, designing social media graphics, building ad creatives, or establishing visual identity for campaigns. Triggers on: "graphic design", "social graphics", "ad creative", "visual design", "banner design", "social image", "presentation design", "brand visuals", "data visualization", "infographic", or any visual asset creation request.
- ▌ Webinar Strategy · leadmagic bundlePlan and execute demand gen webinars — topic selection, speaker sourcing, promotion cadence, follow-up sequences. Triggers on: "webinar", "webinar strategy", "virtual event", "demand gen webinar", "webinar promotion".
- ▌ Buyer Psychology · leadmagic bundleApply decision science and buyer psychology to GTM — transparency effect (4.2-4.5), Cialdini principles, prediction over persuasion, trust mechanics. Use when designing messaging, building pitch decks, crafting positioning, or understanding why buyers buy. Triggers on: "buyer psychology", "decision science", "why buyers buy", "transparency sale", "Cialdini", "trust selling".
- ▌ Pricing Strategy · leadmagic bundleDesign SaaS pricing strategy using willingness-to-pay research, packaging, value metrics, competitive anchors, and expansion paths. Produces pricing hypotheses, package architecture, discount guardrails, and test plan. Use when setting prices, changing packages, evaluating usage-based pricing, or fixing monetization.
- ▌ Using Gtm Skills · leadmagic bundleRoute a go-to-market request to the right GTM Skills, install or verify the catalog, and compose multi-skill workflows without loading the entire library. Use when first installing gtm-skills, discovering which skill fits a task, checking available categories, or planning a workflow that spans multiple sales, marketing, RevOps, SEO, customer-success, or automation skills.
- ▌ Events Planning · leadmagic bundlePlan and execute B2B events — conferences, webinars, dinners, happy hours, trade shows, and owned events. Use when planning any business event to generate pipeline or build community. Triggers on: "event planning", "plan event", "host webinar", "conference strategy", "trade show", "customer dinner", "happy hour", "launch event", or any event-related request.
- ▌ Exiting Company · leadmagic bundlePrepare a SaaS company for acquisition or exit — valuation drivers by buyer type (strategic, PE, bootstrap), due diligence readiness, EBITDA vs ARR multiples, and 12–24 month exit timeline. Use when planning an exit, preparing for acquisition, or maximizing company value for a future sale. Triggers on: "exit strategy", "sell company", "acquisition prep", "M&A", "due diligence", "company valuation", "exit planning", "PE acquisition", "bootstrap exit".
- ▌ Hiring Agencies · leadmagic bundleEvaluate, hire, and manage GTM agencies — outbound, RevOps/Clay, demand gen, design, and dev shops. Agency vs in-house decision framework, pilot structure, scorecards, kill switches, and handoff to internal teams. Use when outsourcing GTM execution, evaluating an outbound agency, or deciding agency vs first hire. Triggers on: "hire agency", "outbound agency", "GTM agency", "Clay agency", "RevOps agency", "agency vs in-house", "outsource GTM", "marketing agency", "dev shop", "manage agency".
- ▌ Launch Planning · leadmagic bundlePlan product and feature launches across owned, earned, community, partner, and outbound channels. Produces launch narrative, audience map, asset checklist, channel calendar, risk plan, and measurement dashboard. Use when launching a startup, feature, campaign, Product Hunt post, or category narrative.
- ▌ Soc2 Compliance · leadmagic bundleAchieve SOC2 Type II compliance for SaaS companies — readiness assessment, control implementation, auditor selection, evidence collection, and ongoing monitoring. Use when preparing for SOC2, responding to enterprise security questionnaires, or building a compliance program. Triggers on: "SOC2", "SOC 2", "compliance", "security audit", "enterprise security", "security questionnaire", "Type II", or any request about security compliance for SaaS.
- ▌ Campaign Governance · leadmagic bundleEstablish campaign governance — naming conventions, UTM parameters, campaign hierarchy, ROI measurement, budget tracking. Triggers on: "campaign governance", "UTM strategy", "campaign naming", "marketing ops governance".
- ▌ Gtm Tool Cost Model · leadmagic bundleGTM tool cost modeling — per-seat licensing, usage-based fees, cloud infra, enrichment credits, annual vs monthly contracts, and fully-loaded RevOps stack TCO. Use when budgeting GTM tools, calculating cost per rep, vendor renewal negotiation, or stack ROI. Triggers on: "GTM tool budget", "tool cost calculation", "SaaS stack TCO", "licensing costs", "per seat cost", "enrichment credits cost", "cloud costs GTM", "vendor spend model".
- ▌ Lead Enrichment · leadmagic bundleEnrich prospect and account lists with company, contact, role, technographic, intent, funding, hiring, and confidence fields. Produces enrichment schema, waterfall order, QA thresholds, dedupe rules, and CRM-ready output. Use when turning raw lists into usable GTM data or improving data quality.
- ▌ Job Change Play · leadmagic bundleOutbound play triggered by contact job changes — champion tracking, new-role outreach, "new broom" timing. Triggers on: "job change", "new role", "champion moved", "job change outreach", "contact changed jobs".
- ▌ Campaign Analytics · leadmagic bundleAnalyze campaign performance from deliverability through revenue: delivery, engagement, replies, meetings, SQOs, pipeline, CAC, and payback. Produces diagnostic scorecard, root-cause analysis, benchmark comparison, and next-action plan. Use when deciding whether to scale, fix, or kill campaigns.
- ▌ Marketing Strategy · leadmagic bundleBuild complete B2B marketing strategies — channel mix, budget allocation, content strategy, demand generation, brand building, and measurement framework. Use when building a marketing plan, allocating marketing budget, designing multi-channel campaigns, or creating a marketing operating system. Triggers on: "marketing strategy", "marketing plan", "demand generation", "brand strategy", "marketing budget", "channel strategy", or any marketing planning request.
- ▌ AI Content Creation · leadmagic bundleAI-powered content creation workflows — step-by-step processes for using Claude, ChatGPT, Jasper, Copy.ai, Writesonic, and Perplexity to generate, edit, and optimize blog posts, social media content, email sequences, ad copy, landing page copy, and SEO content. Use when scaling content production, building an AI-assisted content pipeline, or teaching non-writers to produce high-quality content with AI. Triggers on: "AI content", "ChatGPT for blog", "AI copywriting", "scale content with AI".
- ▌ Event Driven Outreach · leadmagic bundleOutbound sequences triggered by conference/event attendance — pre-event research, on-site plays, post-event follow-up. Triggers on: "event outreach", "conference prospecting", "trade show follow-up", "event outbound".
- ▌ Competitive Intel · leadmagic bundleResearch competitors and turn findings into GTM assets: positioning map, win/loss themes, battlecard inputs, trap-setting questions, pricing comparison, and displacement angles. Use when evaluating a competitor, preparing sales enablement, building alternative pages, or entering a crowded category.
- ▌ Investor Updates · leadmagic bundleWrite investor updates that build confidence and surface help — monthly format, board deck structure, fundraising narrative, and metrics dashboards. Use when writing investor updates, preparing board meetings, or communicating with stakeholders. Triggers on: "investor update", "board deck", "monthly update", "investor communication", "fundraising update", or any stakeholder reporting.
- ▌ Partner Programs · leadmagic bundleDesign partner programs for startups: partner ICP, co-marketing offers, referral mechanics, integration partners, attribution, enablement, and compensation. Use when building affiliates, referral partners, ecosystem channels, agencies, or integration-led growth.
- ▌ Solo Founder Gtm · leadmagic bundleBuild lean GTM as a solo founder or bootstrapper — tool stacks by revenue stage, AI agents replacing headcount, when to make the first hire, bootstrapper economics, and the WbD GTM Index for self-assessment. Use when building GTM as a solo founder, bootstrapper, or small team. Triggers on: "solo founder", "bootstrapper GTM", "lean GTM", "founder sales", "DIY GTM", "when to hire", "founder tools", "bootstrapped stack", "product market fit", "PMF test", "when to scale", "scale too early", or any request about building GTM without a team.
- ▌ Vendor Contracts · leadmagic bundleVendor contracts, MSAs, DPAs, and procurement for B2B SaaS — master service agreements, service level agreements, data processing agreements, order forms, vendor security assessments, and contract negotiation playbooks. Use when selling to enterprise (inbound contracts), buying from vendors (outbound procurement), negotiating terms, or building standard agreement templates. Triggers on: "MSA", "SLA agreement", "data processing agreement", "order form", "vendor security review", "enterprise contract", "procurement".
- ▌ Gtm Spend Management · leadmagic bundleGTM spend management — Ramp corporate cards, virtual cards per vendor, SaaS vendor roster, tool spend approvals, bill pay, accounting sync, and shadow-IT cleanup. Use when setting up Ramp, governing GTM tool purchases, tracking vendor renewals, or controlling per-rep software spend. Triggers on: "spend management", "Ramp setup", "corporate card GTM", "vendor spend", "SaaS spend governance", "tool purchase approval", "virtual card per vendor", "Brex vs Ramp", "zombie subscriptions", "vendor roster".
- ▌ Cold Email Strategy · leadmagic bundleDesign or audit a cold-email sequence architecture: audience and trigger, offer, touch cadence, branch logic, channel roles, sending constraints, measurement, and governance. Use when planning outbound strategy, a multi-touch cadence, a sequence blueprint, or diagnosis of low reply and meeting rates. Use a copywriting skill for final messages and deliverability skills for infrastructure.
- ▌ Ad Creative Strategy · leadmagic bundleDevelop ad creative strategy for B2B campaigns — creative formats per platform, testing methodology, creative fatigue management, UGC/AI-generated creative, and performance measurement. Use when creating ad creative, managing creative production, testing ad variants, or scaling creative output. Triggers on: "ad creative", "creative strategy", "ad copy", "ad design", "creative testing", "UGC ads", "ad fatigue", or any ad creative request.
- ▌ Content Distribution · leadmagic bundleDistribute content across channels for maximum reach — multi-platform repurposing, syndication, paid amplification, email distribution, and partner promotion. Use when getting content in front of an audience, repurposing content, or building a distribution engine. Triggers on: "content distribution", "promote content", "repurpose content", "syndication", "amplify content", "get more eyes on", or any content amplification request.
- ▌ Cs Playbooks · leadmagic bundleBuild customer success playbooks — onboarding, health scoring, CSQLs, expansion plays, QBRs, and churn intervention. Use when building a CS function, designing customer journeys, or creating playbooks for retention and expansion. Triggers on: "customer success", "CS playbook", "onboarding", "health score", "CSQL", "expansion play", "customer retention", "QBR", or any request about post-sale customer engagement.
- ▌ Qbr Planning · leadmagic bundlePlan and execute Quarterly Business Reviews — value documentation, ROI presentation, executive alignment, and expansion roadmap. Use when preparing for QBRs, business reviews with customers, or executive stakeholder meetings. Triggers on: "QBR", "quarterly business review", "executive business review", "customer review", "value review", or any request about strategic customer meetings.
- ▌ Equity Management · leadmagic bundleComplete equity management for SaaS founders — cap tables, 409A valuations, option pools (ISO vs NSO vs RSU), 83(b) elections, equity grants for employees/advisors/contractors, dilution modeling, secondary sales, and equity tools (Carta, Pulley, AngelList Equity). Use when setting up equity, granting options, planning option pools, modeling dilution, or preparing for fundraising. Triggers on: "cap table", "409A valuation", "option pool", "equity grant", "ISO vs NSO", "83(b)", "equity for employees".
- ▌ Leadmagic Waterfall · leadmagic bundleBuild Clay enrichment waterfalls with LeadMagic as the primary provider — 95%+ email coverage, multi-provider chaining, verification integration, catch-all resolution. Use when setting up LeadMagic in Clay workflows, building enrichment waterfalls, or optimizing data coverage for outbound prospecting. Triggers on: "LeadMagic waterfall", "LeadMagic in Clay", "waterfall enrichment LeadMagic", "Clay LeadMagic setup", or any request about LeadMagic-based enrichment pipelines.
- ▌ Email Deliverability · leadmagic bundleSets up and monitors email deliverability infrastructure including SPF, DKIM, DMARC configuration, warmup strategy, reputation monitoring, bounce and complaint handling, and ongoing deliverability health. Use when the user asks about email deliverability, SPF/DKIM/DMARC setup, warmup schedules, bounce rate troubleshooting, spam placement issues, or domain reputation. Activates on phrases like "improve deliverability," "emails going to spam," "warmup my domain," "DNS setup for cold email," "bounce rate," or "DMARC setup."
- ▌ Buyer Indecision · leadmagic bundleOvercome buyer indecision with the JOLT Effect — Judge indecision, Offer recommendation, Limit exploration, Take risk off the table. For deals stuck on "need to think about it", FOMU (fear of messing up), and no-decision losses. Matthew Dixon & Ted McKenna. Use in late-stage enterprise deals, deal reviews, and proposal follow-up. Triggers on: "buyer indecision", "JOLT", "need to think about it", "no decision", "stuck deal", "FOMU", "fear of failure buyer", "close the gap intent to action".
- ▌ Sales Enablement · leadmagic bundleCreate sales collateral that reps actually use — pitch decks, one-pagers, battlecards, objection docs, demo scripts, talk tracks, and playbooks. Use when the user wants to create sales materials, build a pitch deck, write a one-pager, create objection handling docs, or arm their sales team. Triggers on: "sales enablement", "pitch deck", "one-pager", "sales collateral", "battlecard", "sales deck", "objection doc", "sales playbook", "demo script", "leave-behind", "talk track", or any request about creating materials for sales teams.
- ▌ Multi Thread Orchestration · leadmagic bundleOrchestrate multi-threaded ABM engagement across buying committee members — stakeholder mapping, parallel plays, ghost node detection. Triggers on: "multi-thread", "stakeholder map", "buying committee", "deal mapping".
- ▌ Social Media Strategy · leadmagic bundleBuild and execute social media strategy for B2B — LinkedIn, X/Twitter, posting cadence, engagement tactics, content formats, sizing guides, and platform-specific best practices. Use when building social presence, planning content, or optimizing engagement. Triggers on: "social media", "LinkedIn strategy", "Twitter strategy", "X strategy", "posting guide", "social content", "engagement", "content calendar", "image sizes", "social graphics", or any social media planning request.
- ▌ Content Syndication · leadmagic bundlePlan and execute content syndication across paid and organic channels — content atomization using Ross Simmonds' distribution framework, NetLine- informed lead follow-up timing, syndication network economics, and channel-user fit mapping. Triggers on: "content syndication", "content distribution", "syndication strategy", "promote content", "content amplification", "distribute our content".
- ▌ Icp Targeting Tiers · leadmagic bundleDefine ICP differences across small business, mid-market, and enterprise — buying process, deal size, sales motion, tool stack, messaging by tier. Use when segmenting GTM by company size, designing tier-specific plays, or adapting messaging to buyer sophistication. Triggers on: "ICP tiers", "small business vs enterprise", "mid-market ICP", "segment by company size", "SMB vs enterprise sales", "how to sell to small business".
- ▌ Board Meeting Prep · leadmagic bundleBoard meeting preparation for B2B SaaS founders. Use when preparing quarterly board meetings, building board decks, selecting metrics to present, crafting narrative, managing board relationships, or handling difficult board conversations (down rounds, missed targets, CEO transitions).
- ▌ Business Insurance · leadmagic bundleComplete business insurance guide for SaaS founders — Errors & Omissions (E&O/Tech E&O), Cyber Liability, Directors & Officers (D&O), General Liability, Workers Compensation, Key Person, Employment Practices Liability (EPLI), and when each becomes necessary. Covers what triggers insurance needs (first enterprise customer, fundraising, hiring), cost estimates by stage, and how to shop for coverage. Triggers on: "business insurance", "startup insurance", "E&O insurance", "cyber insurance", "D&O insurance".
- ▌ Content Led Growth · leadmagic bundleContent-led growth strategy for B2B SaaS founders. Use when building a founder-led content engine, designing content as a GTM channel, scaling content production, measuring content ROI, repurposing across channels, or building a media brand that drives pipeline. Covers newsletter, social, long-form, podcast, and community channels.
- ▌ Financial Modeling · leadmagic bundleSaaS financial modeling for founders — operating model, runway, headcount, DCF valuation, consumption-based pricing models, cohort analysis, unit economics by segment, ARR bridge/build, 3-scenario forecasting, and board-ready financials. Use when building financial model, projecting runway, modeling fundraising, valuation, or planning headcount. Covers discounted cash flow, consumption revenue models, expansion modeling, and SaaS-specific valuation.
- ▌ Hiring Contractors · leadmagic bundleHire and manage contractors for SaaS startups — where to find them, how to structure engagements, IP assignment, rates by role, and management practices that produce quality work without full-time overhead. Use when hiring freelance developers, designers, writers, or any contract talent. Triggers on: "hire contractor", "freelance developer", "contract work", "outsource development", "find a designer", "contract vs employee", or any contractor hiring request.
- ▌ Legal For Founders · leadmagic bundleComplete legal playbook for SaaS founders — incorporation (Delaware C-Corp vs LLC), IP assignment, Terms of Service, Privacy Policy, NDAs, consulting agreements, co-founder IP, fundraising legal (SAFE, priced round, board consents), and when to hire a lawyer. Step-by-step checklists with YC, CooleyGO, Clerky, and Orrick resources. Triggers on: "legal for startup", "incorporate", "Terms of Service", "Privacy Policy", "NDA", "SAFE", "startup legal", "founder legal basics".
- ▌ Pricing Psychology · leadmagic bundleSaaS pricing psychology and tactics for B2B founders. Use when designing pricing tiers, testing price points, building pricing pages, handling discounting strategy, adding new pricing dimensions, or optimizing monetization. Covers anchoring, decoy effect, charm pricing, framing, versioning, and willingness-to-pay research methodology.
- ▌ Linkedin Live Strategy · leadmagic bundleLaunch and scale B2B LinkedIn Live using Jessie Lizak's Reveting playbook — weekly livestream shows, conversation-first content engines, pre-live promotion, live engagement, and repurposing into podcasts, clips, and feed posts. Use when planning LinkedIn Live, building a WinsDay-style show, or replacing manufactured content with recorded conversations. Triggers on: "LinkedIn Live", "livestream B2B", "Jessie Lizak", "Reveting", "WinsDay", "go live on LinkedIn", "live video strategy", "repurpose livestream", "weekly live show", "podcast from LinkedIn Live".
- ▌ Leadmagic Job Change · leadmagic bundleUse LeadMagic job-change signals for pipeline intelligence — champion tracking, account risk alerts, new-role outreach, replacement mapping, and CRM routing. Use when monitoring career moves or building trigger-based sales plays.
- ▌ Onboarding Sequences · leadmagic bundleDesign customer onboarding sequences — time-to-first-value, activation milestones, guided setup, onboarding emails. Triggers on: "onboarding sequence", "customer onboarding", "time to value", "activation flow", "new customer setup".
- ▌ Domain Infrastructure · leadmagic bundleDesigns and provisions the domain and mailbox infrastructure for cold email outreach: secondary domains, mailbox setup (Google Workspace, M365, Zoho), DNS authentication records, inbox rotation, and primary domain isolation. Use when the user asks to set up sending domains, provision mailboxes, configure DNS for cold email, or plan domain rotation for outbound. Activates on phrases like "set up sending domains," "buy secondary domains," "provision mailboxes," "configure email for cold outreach," or "domain rotation plan."
- ▌ Hiring Signal Play · leadmagic bundleOutbound play triggered by specific hiring signals — VP Sales, RevOps, SDR manager, CRO postings signal budget and strategy shift. Triggers on: "hiring signal", "job post outbound", "hiring trigger", "new role outreach".
- ▌ Tool Selection Stack · leadmagic bundleBuild the right GTM tool stack for any stage — solo founder ($100/mo), small team ($500/mo), growth team ($2K/mo), and enterprise ($10K+/mo). With cost breakdowns, tool comparisons, and stack architecture. Use when choosing GTM tools, building a tech stack, comparing platforms, or optimizing tool spend. Triggers on: "tool stack", "tech stack", "GTM tools", "which tool", "compare tools", "tool budget", "stack for my stage", or any tool selection request.
- ▌ Waterfall Enrichment · leadmagic bundleDesign multi-provider enrichment waterfalls — provider ordering by cost-per-hit, 3 separate waterfalls for company, email, and phone data, always verify after finding. Use when building enrichment waterfalls or improving data coverage.
- ▌ Citation Harvesting · leadmagic bundleSystematically build backlinks through citations, mentions, and digital PR — Qwoted, Muck Rack, source-blogger outreach, data-driven PR. Triggers on: "citation harvesting", "backlink building", "digital PR", "link building". HARO, source-blogger outreach, data-driven PR. Triggers on: "citation harvesting",
- ▌ Technical SEO Audit · leadmagic bundleAudit a website's technical SEO across crawl access, indexing controls, canonicalization, sitemaps, internal links, rendered content, structured data, status codes, and Core Web Vitals. Use when organic pages are missing from search, a redesign or migration is planned, Search Console reports coverage problems, or the user asks for a prioritized technical SEO audit.
- ▌ Growth Hacking Tactics · leadmagic bundleTactical growth hacking playbook — rapid experimentation, growth loops, viral mechanics, referral flywheels, PLG hacks, content-led growth loops, community-driven growth, and low-cost acquisition tactics for B2B SaaS. Based on Sean Ellis, Brian Balfour, Andrew Chen, and Reforge frameworks. Use when designing growth experiments, building growth loops, or finding low-cost acquisition channels. Triggers on: "growth hacking", "growth loops", "viral mechanics", "growth experiments", "referral flywheel".
- ▌ Sla Management · leadmagic bundleDesign and manage customer support SLAs — service level agreements, ticket priority matrices, first response time targets, resolution time targets, escalation paths, business hours configuration, and SLA performance dashboards. Use when defining support SLAs, building tier-based service levels, designing escalation policies, or measuring SLA compliance. Triggers on: "SLA design", "support SLAs", "escalation path", "ticket priority matrix", "first response time", "SLA compliance".
- ▌ Paid Social Strategy · leadmagic bundleB2B paid social strategy — LinkedIn, Meta, TikTok ad platform strategy, audience building, creative testing, budget allocation. Triggers on: "paid social", "LinkedIn ads", "social advertising", "paid media strategy", "B2B ads".
- ▌ Advisor Recruitment · leadmagic bundleStrategic advisor recruitment for B2B SaaS founders. Use when building advisory board, recruiting individual advisors, structuring advisor compensation (equity grants), defining advisory scope, leveraging advisors for intros/references/customers, and managing ongoing advisor relationships.
- ▌ Co Founder Dynamics · leadmagic bundleComplete co-founder playbook for technical founders — finding co-founders, equity splits (dynamic and static), co-founder agreements, vesting schedules, working relationships, conflict resolution, co-founder breakups, and the "dating before marrying" framework. Use when looking for a co-founder, structuring a founding team, negotiating equity, or navigating co-founder relationship challenges. Covers YC advice, First Round, and a16z resources.
- ▌ Engineer To Founder · leadmagic bundleTranslate engineering strengths into founder-led GTM: customer discovery, positioning, demos, technical proof, founder sales habits, and first repeatable motion. Use when a technical founder needs to sell, do customer interviews, explain value without feature dumping, or build GTM confidence.
- ▌ Sales Team Building · leadmagic bundleBuild a B2B sales team from first hire to scale — hiring sequence by ARR stage, WbD POD structures, compensation models (linear/accelerated/split), draw mechanics, REKS coaching, and WbD GTM Index for scaling readiness. Use when planning first sales hire, designing sales org, or scaling a team. Triggers on: "build sales team", "first sales hire", "sales org design", "sales compensation", "sales POD", "scale sales team", "hire AE", "hire SDR", "SDR economics", "Tito Bohrt", or any sales team building request.
- ▌ Startup Communities · leadmagic bundleUse startup communities as a GTM channel without spamming: community selection, trust-building, founder asks, launch posts, feedback loops, and referral capture. Use when entering founder communities, posting launches, finding early adopters, or turning community participation into pipeline.
- ▌ Cold Email Copywriting · leadmagic bundleWrites high-converting cold email copy using the 3-line framework, proven subject line patterns, and persona-specific variants. Use when the user asks to write, improve, or critique cold email copy, craft subject lines, personalize outreach at any tier, or apply copywriting frameworks like PAS, BAB, AIDA, or SPARK. Activates on phrases like "write a cold email," "draft outreach," "improve my cold email copy," "subject line help," or "personalize this email."
- ▌ Multi Channel Outreach · leadmagic bundleDesign and execute multi-channel outbound sequences across email, LinkedIn, cold calls, and SMS. Use when the user wants to coordinate outreach across channels, build multi-touch sequences, add LinkedIn to their outbound, or create a channel mix strategy. Triggers on: "multi-channel", "LinkedIn outreach", "cold calling", "SMS outreach", "channel mix", "add LinkedIn to sequence", "cross-channel", "multi-touch", or any request to coordinate multiple outreach channels.
- ▌ Rb2b Outbound Triggers · leadmagic bundleConvert RB2B person-level website visitor identification into outbound sequences. Build trigger-based workflows that route identified visitors to SDRs, enrich with verified contact data, score ICP fit, and launch time-sensitive multi-channel outreach. Use when setting up RB2B-to-outbound pipelines, configuring Slack-to-SDR handoff, designing visitor-trigger cadences, or optimizing RB2B conversion rates. Triggers on: "RB2B outbound", "visitor trigger outbound", "person-level visitor sequence", "RB2B SDR workflow", "website visitor to outbound", "RB2B Slack alert routing", "identified visitor follow-up", "RB2B to Clay", "visitor-to-meeting".
- ▌ Plg Strategy · leadmagic bundleDesign product-led growth motions — freemium vs free trial, PQL scoring, self-serve conversion, PLG sales hybrid, and product-led marketing. Use when building a PLG motion, transitioning to self-serve, or optimizing product-led acquisition. Triggers on: "product-led growth", "PLG", "freemium", "free trial", "self-serve", "PQL", "product qualified lead", "product-led sales", or any request about product-driven growth.
- ▌ Funding Signal Play · leadmagic bundleTrigger-based outbound play when a target account raises funding — signal stacking to cut false positives, use-of-funds alignment messaging, 48-hour contact bar, 14-day 5-touch sequence, benchmark-anchored measurement. Triggers on: "funding signal", "funding play", "raised money outreach", "funding announcement outbound", "Series A/B/C prospecting".
- ▌ Product Launch Play · leadmagic bundleOutbound play triggered by competitor product launches or target account product launches — timing-based urgency, competitive positioning. Triggers on: "product launch play", "competitor launch response", "launch-based outbound".
- ▌ Objection Handling · leadmagic bundleBuild comprehensive objection handling playbooks — 6-category taxonomy, AER framework, battlecards per competitor, pre-handling in outreach. Use when creating objection responses, building an objection playbook, or preparing reps for tough conversations. Triggers on: "objection handling", "objection", "how to respond to", "they said", "pushback", "handle objection", "what to say when", "objection playbook", or any request about responding to prospect pushback.
- ▌ Growth Experimentation · leadmagic bundleBuild a growth experimentation system — ICE scoring, growth sprints, experiment design, statistical significance, and learning repositories. Use when building an experimentation program, running growth sprints, prioritizing tests, or establishing a data-driven growth culture. Triggers on: "experimentation", "growth experiments", "A/B testing program", "ICE scoring", "growth sprint", "experiment design", "test velocity", or any growth experimentation request.
- ▌ Gtm Context Bootstrap · leadmagic bundleBuild a reusable, evidence-backed GTM context pack covering company, product, market, ICP, buying triggers, positioning, proof, voice, constraints, and unresolved questions. Use when an agent is starting GTM work without reliable shared context, when teams repeat the same discovery in every task, or when campaign outputs contradict one another.
- ▌ Positioning Messaging · leadmagic bundleBuild positioning and messaging from category, ICP, alternatives, differentiated value, proof, and buyer language. Produces a positioning statement, message hierarchy, persona messaging matrix, homepage narrative, and sales talk tracks. Use when messaging sounds generic, launches need positioning, or competitors blur differentiation.
- ▌ First Hires Playbook · leadmagic bundleComplete playbook for founder's first 10 hires beyond sales. Use when hiring first engineer, first CS, first marketer, first product manager, or building founding team. Covers when to hire each role, job description architecture, compensation benchmarking, interview process design, and offer construction.
- ▌ Fundraising Strategy · leadmagic bundleComplete fundraising strategy for B2B SaaS founders. Use when preparing to raise seed/Series A, deciding VC vs bootstrapped path, building pitch deck, running a fundraise process, evaluating term sheets, or planning fundraising timeline. Covers SAFE, priced rounds, and bootstrapper alternatives.
- ▌ Job Posting Strategy · leadmagic bundleComplete job posting and distribution strategy for B2B SaaS companies — where to post by role (engineering, sales, marketing, CS, product, design), job board comparison, posting templates, sourcing channels, and expert recruiting strategies. References Betts Recruiting, SaaStr, YC, and Bridge Group data. Use when hiring for any role and determining where to find the best candidates. Triggers on: "job posting", "where to post jobs", "job boards", "recruiting strategy", "sourcing candidates".