Flow 076 · Lead generation engine
New leads every week, without cold-calling a list.
This flow finds businesses that are likely to need you right now, such as ones that just opened, moved or started hiring. It researches each one, drafts a short personal first message, and books the interested ones straight into your calendar. It also follows up anyone who uses a quiz or calculator on your website. You approve who gets contacted and what they receive.
Try it below. Sample company: Larkspur & Co., a commercial cleaning company (fictional).
What lands with your team
Most small businesses only market when work dries up, and then it is too late. This flow keeps the pipeline full every week. It reaches out at the moment someone has a reason to buy, and it never sends anything you haven’t approved.
Sample company and sample numbers, for illustration.
How it works
- Starts when
- A business matching your ideal customer shows a buying signal, or someone uses a quiz, calculator or guide on your website.
- Runs automatically
- Watching for signals such as new openings, moves and job posts; researching each business; finding the right public business contact; drafting a short personal message; sending at a steady daily pace; sorting replies; booking calls; updating your CRM.
- Where AI helps
- Researching each prospect and writing a first message that mentions something specific and true about them.
- Where you’re in charge
- You approve each week’s list and messages before anything is sent. Opt-outs are honoured immediately, and every reply that needs judgement comes to you.
What stays with a person
- Who your ideal customer is, and who is off-limits
- Approving each week’s prospects and messages
- Sales calls and quotes
- Any reply that needs a human answer
What’s included
- Your ideal customer profile and the buying signals to watch
- Prospect research and public business contact details
- Personal first messages and a short, polite follow-up
- A quiz, calculator or guide for your website, with instant follow-up
- Reply sorting, opt-out handling and calendar booking
- A weekly pipeline summary
- Runs on: your CRM (HubSpot, Pipedrive or similar), Google Workspace or Microsoft 365, Calendly, Apollo or Clay, Make or Zapier
Questions teams ask
- Isn’t this just spam?
- No. It sends a small number of personal messages to businesses with a real reason to need you. It only uses business contact details, includes an opt-out in every message, and follows email marketing rules such as CAN-SPAM and GDPR.
- Will it hurt our email reputation?
- It sends from a separate, properly set-up domain at a steady daily pace, and stops automatically if bounce or complaint rates rise.
- What if we mostly get work from referrals?
- That works well together. The flow can ask happy clients for referrals at the right moment and follow up the introductions they make.
Want this for your team?