How does the lead generation process work?
- Define the ideal customer profile: industry, company size, region, technology, trigger events
- Build target account lists and identify the right contacts in each account
- Verify contact data before outreach to protect deliverability and time
- Run outreach sequences across calls and emails, with personalised first lines
- Qualify interest against agreed criteria
- Hand off to sales with context, or book the meeting directly
What makes a lead qualified?
Agree the definition with sales in writing. Separate marketing-qualified (fits the profile and shows interest) from sales-accepted (sales agrees it is worth pursuing). Track how many handed-off leads sales accepts; it is the best measure of lead quality.
How should research and outreach be split?
| Activity | Usually owned by |
|---|---|
| Ideal customer profile and messaging | Your sales and marketing leadership |
| Account and contact research | Lead generation specialists |
| Outreach and follow-up | Lead generation specialists or appointment setters |
| Discovery and closing | Your account executives |
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How do you keep CRM data clean?
- Mandatory fields for source, status and next step on every record
- Deduplication rules before importing new lists
- Consistent disposition codes for every outreach attempt
- A weekly check of records without a next step or owner
Which metrics show lead generation is working?
- Accounts and contacts researched, with verification rate
- Reply rate and conversation rate by sequence
- Qualified leads and meetings handed to sales
- Sales acceptance rate and conversion to opportunity
- Pipeline value influenced, measured over a full sales cycle
Which rules apply to prospecting data?
Where contact data relates to people in the UK or EU, GDPR applies, and you need a lawful basis such as legitimate interest, documented and balanced against the person's rights, plus an easy opt-out. Some countries restrict cold calls and emails even between businesses. Decide with your legal team which data sources and channels are used for each market.