Firmographic Lead Generation and Outreach via Gmail
This template automates an entire B2B outbound campaign, from sourcing leads to sending personalized emails. It uses a single document—a 'campaign brief'—as the source of truth for targeting, messaging, and lead qualification, making it easy to manage and launch new campaigns.
This automation streamlines your B2B outreach by executing a complete, end-to-end campaign based on your instructions. Here's how it works:
- Parses Your Strategy: It begins by reading and understanding a "Campaign Brief" you create in a knowledge base document. This brief contains your audience targeting criteria, the exact email copy you want to send, and your rules for what makes an ideal customer.
- Sources Companies: Based on your brief, it searches for companies that match your firmographic criteria, such as industry, employee count, and location.
- Identifies Decision-Makers: Within those companies, it finds contacts who match your target buyer personas, based on job titles and seniority.
- Prevents Duplicates: It uses a Google Sheet as a central ledger to ensure you never contact the same person twice across campaigns.
- Enriches and Scores: The automation gathers fresh data for each lead, including their LinkedIn profile details and recent company news. It then scores each lead against your custom ICP (Ideal Customer Profile) rubric to prioritize the best opportunities.
- Personalizes at Scale: It dynamically personalizes your email template with the contact's name, company, and relevant, timely "signals" found during its research.
- Delivers via Gmail: Finally, it creates drafts in your connected Gmail account, allowing you to review and approve every message before it goes out. You can also configure it to send emails automatically.
- Tracks Performance: Each run is logged with detailed stats in a "Run Log" document, giving you a clear history of your campaign's performance.
Usage Ideas
- Run targeted sales prospecting campaigns to consistently fill your pipeline with qualified leads.
- Automate personalized outreach for new product launches or feature announcements.
- Send customized invitations to webinars or industry events to high-value prospects.
- Build strategic relationships by sending relevant news and insights to key accounts.
- Accelerate your Account-Based Marketing (ABM) efforts by targeting specific roles at a list of named accounts.
Customization Ideas
This template is designed to be powerful out-of-the-box but also highly adaptable to your specific sales motion. You have complete control over your campaign strategy without touching any code.
- Control Your Strategy from a Single Document: Define your entire campaign—audience, messaging, and scoring—in a simple text document. To launch a new campaign, just copy and edit the brief!
- Define Your Ideal Customer: Easily specify industries, company sizes, geographic locations, and the precise job titles you want to target.
- Craft the Perfect Message: Write your email subject and body in the brief, including placeholders. The automation will personalize and send the right message to every lead.
- Decide What Makes a Great Lead: Provide a scoring rubric in your brief to have the automation automatically rank leads based on criteria like their industry, role, and recent company events.
- Scale Your Outreach: Use the automation parameters to easily adjust how many companies and contacts you want to source in each run, from a small, targeted test to a large-scale campaign.
- Maintain Quality Control: Choose to have the automation create drafts in your Gmail. This gives you the final say, allowing you to review and approve every personalized email before it's sent.
Agent Inputs
Required Parameters
Name | Type | Default |
|---|---|---|
campaignName | string | None |
Unique tag per run used for the dedup ledger and Run Log entries | ||
gmailSendFromAddress | string | None |
The Gmail address used to send outreach emails. Must match the Gmail account connected to Airtop via the Gmail integration. | ||
Optional Parameters
Name | Type | Default |
|---|---|---|
campaignBriefDocumentSlug | string | campaign-brief |
Which knowledge base document provides the campaign brief (audience targeting, ICP scoring rubric, and approved email copy) | ||
contactsPerCompany | number | 3 |
Maximum number of contacts to source per qualifying company | ||
gmailSendAsDraft | boolean | true |
If true, creates Gmail drafts for user review instead of sending immediately. Recommended true for initial runs until output is validated. | ||
maxCompanies | number | 20 |
Maximum number of companies to source per run | ||
minIcpScore | number | 0 |
Minimum ICP score a contact must reach to qualify. Set to 0 to skip ICP scoring entirely. | ||
runLogDocumentSlug | string | run-log |
Which knowledge base document stores the dedup ledger URL registry and per-run summaries | ||
sameCompanyThrottle | number | 2 |
Maximum number of contacts to push per company within a rolling 2-week window | ||
verifiedEmailsOnly | boolean | false |
If true, only fully verified (deliverable) emails are used. If false, risky and catch-all emails are also included. | ||
