How to Automate Lead Generation

Everyone is talking about AI sales agents But no one is teaching you how to build one. And even if they do it’s too much tech work. Recently my team and I are experimenting with AI agents And we have tested a few no-code softwares. Here’s the most easiest way to build an agent that does: ✅ Research leads ✅ Make personalized calls ✅ Qualify prospects over the phone ✅ Update your CRM in real-time ✅ Send hyper-personalized follow-ups on WhatsApp, email, and LinkedIn Lemme show you the easiest way to build one: 1️⃣ Start with Lead Capture: Use Typeform or any lead form tool to collect initial information (e.g., name, email, needs). Trigger the workflow using Make to connect your form with Relevance AI. 2️⃣ Automate Lead Research: Use the Find LinkedIn module in Relevance AI to gather lead details. Scrape LinkedIn profiles and websites to build a summary. Example output: Name: Brian Chesky Role: Co-Founder, Airbnb Need: Sales automation for personalized email outreach 3️⃣ Add Personalized Voice Calls Build a voice-calling feature using Relevance AI’s voice tool or integrate with Vapy. Create dynamic, personalized scripts based on lead research. Example Script: “Hi Brian, I’m Robert, Ben’s AI assistant. I saw you’re looking for sales automation. Could you share what specific challenges you’d like to solve?” Include decision points in the call: Qualified? Proceed to schedule a meeting. Not Qualified? Suggest other resources or partners. 4️⃣ Follow Up Across Channels Automatically send personalized follow-ups through: WhatsApp: Use Relevance AI’s WhatsApp integration to send messages from your personal or business account. Email: Automate customized emails (e.g., “Here’s my calendar link for a quick chat!”). LinkedIn: Send connection invites with tailored messages. 5️⃣ Automate CRM Updates Integrate with tools like HubSpot or Salesforce. (or your preferred software) Log every interaction: Lead details Call outcomes Next steps Example log: “Brian Chesky expressed interest in email automation and content creation for LinkedIn. Budget approved. Meeting scheduled.” —— Send this to your SDR #leadgen #sales #aiagent

Hey Partnership Leaders: Here’s a collection of current use cases for AI in partnerships & alliances! ** GenAI in Partnerships ** –> Draft messaging for outreach to potential partners –> Generate partnership presentations and proposals –> Summarize and analyze partnership meetings; draft follow-up actions –> Provide real-time, in-call guidance (talking points, case studies, competitive positioning) –> Auto-populate and maintain partner management systems (PRM, CRM updates) –> Automate the creation of partner battlecards –> Draft partnership agreements and contracts –> Accelerate contract redlining and legal risk identification –> Research potential partners, markets, and industry trends –> Generate engagement triggers (market news, partner updates, events, job changes) –> Conduct partnership role-plays and enablement exercises –> Provide continuous, customized partner enablement and training –> Automate the creation of co-marketing and co-selling materials –> Generate customized joint business plans –> Support partner-driven lead generation (automate outreach and follow-ups) –> Draft questions and reports for quarterly business reviews (QBRs) with partners –> Handle inquiries from partners through chatbots or virtual assistants –> Coordinate and schedule partner meetings –> Automate the creation of deal registration forms and tracking –> Generate partner-related KPIs and dashboards ** Predictive AI in Partnerships ** –> Score potential partners based on fit, alignment, and opportunity size –> Forecast partnership contribution to revenue and lead generation –> Identify co-sell and co-marketing opportunities in real-time –> Optimize partner engagement and activity cadences –> Analyze partner performance across joint sales and marketing initiatives –> Automate partner tiering and segmentation (based on performance, industry, region, etc.) –> Predict partnership renewal risks and flag underperforming relationships –> Optimize partnership resource allocation (e.g., team capacity, partner support needs) –> Recommend cross-functional collaboration opportunities (sales, CS, marketing, product, etc.) –> Detect potential risks in partner deals (deal slippage, partner commitment issues) –> Prioritize partner activities and co-selling efforts –> Score and route partner-driven leads –> Optimize joint marketing and event planning using predictive models –> Analyze partner enablement and training effectiveness –> Enhance forecasting by incorporating data from partner activities These capabilities can transform the way partnerships are formed, nurtured, and scaled, giving teams a strategic edge through automation, insights, and collaboration. Thanks to Jeremy Donovan for the inspo

16 months ago, our pipeline was dead. Then, I built this workflow that got us 1,100+ meetings in 2024: One week, the calendar was full. Next, it was empty. Thought maybe: a. Deliverability was off b. Leads just weren't ready c. LinkedIn's algo had changed (again). But, it was that we didn't have a system. So here's what we built: 1️⃣ We identify and capture leads using AI: - Instantly.ai+ Vector 👻 → to de-anonymize website visitors - Clay → to run enrichment and find the right data - Claygent + OpenAI → to research prospects + score the lead 2️⃣ Then we route them: Tier 1 leads go straight into campaigns via Instantly.ai or lemlist. 3️⃣ For the ones that engage with our content on LinkedIn: Post-engagers are scraped and routed using Clay & Trigify.io. Despite this, many leads still won't convert. So... 4️⃣ We nurture them through follow-up sequences: Warm leads enter a follow-up sequence through Customer.io. Every step is now automated. Nothing breaks if someone's off for a day. And the quality is on par with when we were doing it manually. This flow books 15–25 meetings / week. This now runs on autopilot and helped us generate 1,100+ qualified meetings in 2024. Want to see more systems like this? P.S: I break down workflows like this every week in our newsletter. 10,000+ founders get the insights first: https://lnkd.in/dxFJTPXm

If I were a B2B founder and needed to get more appointments without spending more on inbound/ads/lead acquisition, here’s exactly how I’d tackle it: 1) Organize your Leads First, I’d dig into every database, spreadsheet, trade show list, and CRM I own. Anywhere I’ve ever gotten a lead, I’d pull that data together. (Bonus: old customers are now leads) • Consolidate: If you haven’t touched a lead in 6+ months, it’s time to resurrect it.  • Verify Numbers: Don’t have a phone number? I’d grab one using a service like ZoomInfo or any other B2B data provider.  • Segment & Label: Separate them by industry or past engagement level so I can track which groups respond best once the calls start.  • If I wanted to go next level, I’d use tools like Clay to get next level intelligence on my leads By the end, I’d have a single, polished list—my sleeping giant—ready for re-engagement. 2) Launch an AI BDR  Next, I’d create an AI-based BDR to do the heavy lifting, because calling 1,000 leads manually is a full-time job (and I don’t want my team burning out).  • Automated Outreach: This AI sales rep would call every number on my list—faster than any human SDR.  • Qualification on the Spot: The AI can ask critical questions to figure out whether the lead is a good fit.  • Calendar Booking: For leads that show interest, the AI BDR instantly drops a meeting on my sales team’s calendar, saving a lot of time in back-and-forth emails. Instead of letting my leads slip through the cracks, the AI BDR works around the clock, ensuring each one gets the immediate attention it needs. 3) Clean Your Data & Rinse, Repeat  Finally, I’d treat my lead list like a living, breathing organism that needs constant care:  • Follow-Up: For leads that need a little nurturing, I’d set them aside for a second or third call cycle.  • Eliminate Dead Ends: Quickly remove numbers that bounce, are disconnected, or lead nowhere.  • Optimize: Over time, I’d refine my approach—tweaking call scripts, call times, and questions based on what resonates most with each segment. This cycle of calling, cleaning, and improving ensures I’m always getting a solid ROI on every lead. 👉 Btw if you’re a B2B founder who wants help with this, let’s have a chat: https://lnkd.in/gQEEn7H8

How are we adding $1M in sales per month to Lyzr's deal flow? 🚀 If you are a B2B sales leader, this practical 'how we do it' guide might help you. 👉 This works well if you have a PMF - Product Market Fit, even if its early. Focus 1: Stop leakage of inbound leads 🛑 It is super important to stop the leakage of leads that come your way. This includes prospects who want to book a demo, website visitors, e-book downloads, and so on. Here is the recommended stack 👇 RB2B - to get the profiles of your website visitors. This helps how your potential customers interact with your website assets. We converted 2 deals just by writing to the website visitors, and it talks with a Fortune 500 one. Lyzr AI Chat - to interact with visitors and understand what's in their minds. While AI chatbots not only act as lead generation or customer support agents, they also help you unearth some key customer pain points. But how to get more inbound leads? Get your SEO game in shape. Surfer SEO is a great recent tool that we love. Most of the blog posts written by humans at Lyzr and Skott - the AI marketer, are optimized for SEO by Surfer SEO. Skott (AI Marketer) - Skott takes away a huge load from our content team by writing highly researched and well-planned blog posts and PR articles. The adoption of Stanford's 'Perspective QA' algorithm improved Skott's research capabilities by 100x. (https://www.lyzr.ai/skott) Focus 2: Automate Inbound & Outbound 🤖 While I recommend that you personally write to the inbound leads and nudge them toward a demo call or a product purchase, agent-led sales automation is pretty much the way to go to ensure that you keep the leads warm and eventually convert them. Here is how we do it at Lyzr 👇 Clay - Be it the inbound or the outbound list, use Clay to enrich your contacts. This saves a lot of time as you can reach out to your ICP and not spend time on unqualified leads. Our agency partners love Clay+Jazon combo. Jazon (AI SDR) - Activate Jazon for outbound and inbound. Just add your list of leads, Jazon does the following autonomously - research the leads, write personalized emails or text, followup with leads, answer queries and book demo calls. (https://www.lyzr.ai/jazon/) Additional Focus 📢 In addition to the above 'must-do' sales processes, the following tracks also help (about 20%) Lyzr bring in leads. Paid Ads - We tried everything, and we can safely say Google Ads are still the best in the game. Our ads budget is <$5K per month as the organic efforts (listed above) do the heavy lifting for us. Social Media - I must admit that we aren't good at this yet. I believe the critical mass is about 100K followers to get social media channels working for you. As the organic impressions on your post could run in millions. Well, there you go. That's what we do at Lyzr to add $1M in sales, every month. And we are just getting started.