Firmographic Lead Generation and Outreach Builder with Google Spreadsheets
This template automates the end-to-end process of building a targeted B2B sales or marketing campaign. It sources companies and contacts, enriches their data, qualifies them against an Ideal Customer Profile (ICP), and generates personalized outreach copy, saving the final list to a spreadsheet.
Cesar Sanchez
Featured Apps
This automation acts as a powerful B2B campaign-building assistant. Here's how it works:
- Reads Campaign Strategy: It starts by reading a "Campaign Brief" you provide in a knowledge base document. This brief tells the automation who to target, how to score leads, and what email copy to use.
- Sources Companies: Using a B2B data service, it searches for companies that match your firmographic criteria (e.g., industry, employee count, location).
- Finds Decision-Makers: For each qualified company, it finds relevant contacts based on the buyer titles and seniority levels you defined.
- Enriches and Verifies: It enriches each contact with details like their email address and LinkedIn profile, and runs email addresses through a verification service to improve deliverability.
- Deduplicates Leads: To avoid contacting people you've already reached out to, it checks every new lead against a central deduplication ledger it maintains in a Google Sheet.
- Scores Leads (Optional): If enabled, it performs deep analysis by visiting contacts' LinkedIn profiles to check for career history, relevant keywords, and recent activity. It combines this with web search results for company buying signals to calculate a final ICP score for each lead.
- Generates Personalized Copy (Optional): For the highest-quality leads, it generates a multi-touch email sequence (e.g., M1, M2, M3) by merging contact details and discovered buying signals into the approved copy from your campaign brief.
- Delivers Results: Finally, it compiles all the qualified leads and their personalized outreach copy into a clean Google Sheet, ready for you to upload to your sales engagement platform or CRM. It also logs a detailed summary of the run for your records.
Usage Ideas
- Build highly targeted prospect lists for new product launches or feature announcements.
- Automate the creation of account-based marketing (ABM) lists for strategic accounts.
- Equip your Sales Development (SDR) team with a constant stream of qualified, well-researched leads.
- Enrich an existing list of companies with fresh contacts and personalized outreach angles.
- Explore new market segments by quickly building and testing campaigns for different industries or geographies.
- Run competitive takeaway campaigns by identifying contacts at companies using a competitor's product.
Customization Ideas
This template is designed to be highly adaptable to your specific GTM strategy. You can easily customize it to:
- Define Your Perfect Customer: The entire automation is driven by a "Campaign Brief" document. You can change your targeting criteria, ICP scoring rubric, and email copy simply by editing this document.
- Control Lead Quality: Set a minimum ICP score to only receive the highest-quality leads, or disable scoring to quickly build larger lists.
- Scale Your Efforts: Easily adjust how many companies and contacts you want to source in each run.
- Prevent Over-Contacting: Configure a "cooldown" period to limit how many people from the same company are contacted within a specific timeframe.
- Choose Your Mode: Run the automation in a "list-builder" mode to just source contacts, or in a "full campaign" mode to also generate personalized email copy.
- Manage Costs: You have the option to skip expensive steps like web research for buying signals when you're running broader, less-personalized campaigns.
Agent Inputs
Required Parameters
Name | Type | Default |
|---|---|---|
campaignName | string | None |
Unique tag per run used to label the results spreadsheet, ledger entries, and Run Log summaries | ||
Optional Parameters
Name | Type | Default |
|---|---|---|
campaignBriefDocumentSlug | string | campaign-brief |
Which knowledge base document provides the campaign brief (targeting, scoring, copy) | ||
contactsPerCompany | number | 3 |
Maximum contacts to source per qualifying company | ||
generateCopy | boolean | true |
If true, generate and include personalized outreach copy (M1/M2/M3). If false, run as list-builder only without copy generation | ||
maxCompanies | number | 20 |
Maximum number of companies to source per run | ||
minIcpScore | number | 0 |
Minimum ICP score (0-10) to qualify a contact. Set to 0 to skip ICP scoring entirely | ||
runLogDocumentSlug | string | run-log |
Which knowledge base document stores the dedup ledger URL and per-run summaries | ||
sameCompanyThrottle | number | 2 |
Maximum contacts per company within a 2-week window to prevent over-contacting | ||
skipCompanySignals | boolean | false |
If true, skip web search for company signals and use fallback copy for all contacts. Useful to save web search credits when signal-based personalization is not needed | ||
verifiedEmailsOnly | boolean | false |
If true, only keep fully verified (deliverable) emails; if false, also keep risky/catch-all emails | ||
