How It Works

Before generating leads, you need to set up your Brand Profile. This helps our AI understand your business and find the right prospects for you.

You'll answer five key questions:

• Tell me about your business
• Describe your ideal client or target audience
• What product or service are you selling?
• Any identified opportunities with your ideal clients? (optional)
• Any other relevant context - region, industry focus, etc. (optional)

You can also add your Assessment URL - a link to your lead qualification form or quiz that you use to qualify prospects.

Once your profile is complete, you can generate leads. The AI searches for prospects that match your ideal client profile and returns a curated list.

Each lead includes:

• Company & Contact Info - Name, industry, LinkedIn profile
• Why They Were Chosen - How they match your criteria
• Goal Alignment - How they align with your business goals
• Collaboration Fit - Specific ways you could work together

You can generate two types of leads: Clients (potential customers) or Partners (collaborators whose audience mirrors your ideal clients).

All your leads are stored in the My Leads page where you can track, filter, and manage them through your sales pipeline.

Lead Status Pipeline:

Features:

• Search & Filter - Find leads by company, industry, or status
• Bulk Actions - Update multiple leads at once
• Verification - Mark leads as verified after review
• Export - Download leads as CSV

For high-value client leads, you can generate a detailed Engagement Agenda - a 6-step research dossier to help you prepare for outreach.

The 6 Steps:

1. Client Info Package - Company overview, market position, KPIs
2. Business Motivators - Their priorities, challenges, and programs
3. IT Motivators - Tech strategy, innovation focus, IT challenges
4. Current Situation - Gaps, opportunities, competitor activity
5. Key Stakeholders - 3-5 decision-makers with LinkedIn profiles
6. Draft Email - Personalized outreach email ready to customize

Each step can be approved or revised with feedback. The AI will regenerate content based on your input until it meets your requirements.

For partner leads whose audience mirrors your ideal clients, you can generate an Audience Engagement Plan - a strategy for building relationships and reaching their audience.

The 5 Steps:

1. Ecosystem Engagement - How to engage with their community
2. Positioning Bridge - Position yourself as complementary, not competitive
3. Public & 1:1 Interactions - Specific engagement strategies
4. Collab Ideas - Webinars, podcasts, cross-promotion opportunities
5. Content Strategy - 4-week content plan for visibility

Connect your CRM to automatically sync leads and streamline your workflow.

Supported Integrations:

• HubSpot - Sync leads as contacts/deals with pipeline stage mapping
• GoHighLevel - Send leads directly to your GHL location

Set up integrations from the Integrations page. You'll need your API key and can configure default pipeline settings.