Outbound Lead Qualification System

A prospect research and enrichment workflow for agencies and outbound sales teams building a go-to-market campaign. It finds businesses, evaluates them against the client’s qualification criteria and adds the context and contact details a cold caller, appointment setter or email team needs to start a relevant conversation.

The client needed businesses its team could genuinely help, not just a large contact list. For this campaign, that meant finding companies with weak Google visibility and understanding the opportunity on each website. Manually researching businesses across industries, checking their fit and collecting contact details would slow down outbound prospecting.

Connected Clay, Apollo and supporting research tools to find businesses and their websites, enrich company and contact information, and score prospects against agreed criteria. Website and search-visibility signals helped identify candidates and explain how the agency could help them. The output was an Excel prospect list organized by industry, ready for the client’s calling or email workflow. Across the first few runs, I delivered about 5,000 leads qualified against the client’s criteria before the client took over the process.