New Role Lead Generation
This automation generates a highly targeted list of sales leads who have recently started a new job. It sources contacts from a B2B data provider, validates their new role on LinkedIn, enriches their profile with company data, and scores them against your ideal customer profile. It can also generate personalized outreach emails and pushes the final list to a Google Sheet.
Cesar Sanchez
Featured Apps
This powerful lead generation engine operates in a series of automated steps to build a high-quality, actionable list of prospects for your sales team. Here’s how it works:
- Parses Campaign Brief: The automation begins by reading a "campaign brief" document you provide. This document is the playbook for the entire operation, defining your target audience (job titles, industries, company size), ideal customer profile (ICP) scoring rules, and the email copy to be used for outreach.
- Sources Contacts: Using the criteria from your brief, it queries a B2B enrichment service to find professionals who have started a new role within your specified time frame (e.g., the last 90 days).
- Validates on LinkedIn: To ensure accuracy, the automation cross-references candidates on LinkedIn to confirm their new role, start date, and career history. This step can filter for genuine company changes, ignoring internal promotions.
- Enriches and Filters: The process enriches each contact with detailed company information, such as employee count, funding, and tech stack. It then filters the list against your firmographic criteria and deny lists.
- Deduplicates: The automation checks each new contact against a master deduplication ledger (a Google Sheet) to ensure you aren't reaching out to the same person twice and to throttle outreach to any single company.
- Scores Leads: If you've defined scoring rules, the automation uses an LLM to score each lead against your ICP dimensions (e.g., Fit, Timing, Intent), providing a clear an d quantifiable measure of lead quality.
- Personalizes Outreach: For top-scoring leads, the automation can generate personalized email sequences using the templates and placeholders defined in your campaign brief. It can even find recent company news to use as a "conversation starter."
- Delivers Leads: Finally, the complete, enriched, and scored list of leads, along with any personalized email copy, is neatly organized and appended to your designated Google Sheet, ready for your sales team to engage.
Usage Ideas
- Create targeted outbound sales campaigns for decision-makers in their "honeymoon" period (first 90 days), when they are most open to new tools and services.
- Build recruiting pipelines by identifying high-performers who have recently become available or moved to a new company.
- Monitor executive movements in key accounts for account-based marketing (ABM) and customer success teams.
- Power a "congratulations" campaign to build goodwill and brand awareness with key influencers in your industry.
- Identify new budget holders at target companies for strategic partnership or enterprise sales outreach.
Customization Ideas
This template is designed to be highly adaptable to your specific sales and marketing needs. You have complete control over the lead generation process, all managed through a central "campaign brief" document. You can easily customize:
- Who you target: Specify the exact job titles, industries, company sizes, and geographic locations you want to reach.
- What makes a good lead: Define your own multi-dimensional scoring rubric (e.g., based on company fit, timing signals, and access) to automatically prioritize the best opportunities.
- Your outreach message: Provide your own email templates, and the automation will personalize them for each contact. You can control the number of emails in a sequence and the placeholders used.
- Your lead source: While it defaults to a B2B enrichment service, the logic can be adapted to source contacts from other platforms.
- Where your leads go: You specify the output Google Sheet, and you can customize the columns to match the fields in your CRM or other sales tools. You can also adapt the template to send leads to other destinations.
- The level of automation: Choose to run the template in a simple "list-builder" mode or enable full scoring and copy generation for a more advanced workflow.
Agent Inputs
Required Parameters
Name | Type | Default |
|---|---|---|
campaignName | string | None |
Unique name for this campaign run, used to tag contacts in the output sheet and dedup ledger | ||
outputSheetUrl | string | None |
URL of the Google Sheet where lead results will be pushed | ||
Optional Parameters
Name | Type | Default |
|---|---|---|
campaignBriefDocumentSlug | string | REDACTED_CAMPAIGN_BRIEF_SLUG |
Knowledge base document slug for the campaign brief that defines targeting, scoring, and copy templates | ||
contactsPerCompany | number | 1 |
Maximum number of contacts to process per company in a single run | ||
generateCopy | boolean | true |
When true, generates personalized email copy from the campaign brief templates. When false, runs in list-builder mode without copy columns | ||
maxContacts | number | 50 |
Maximum number of contacts to process per run. Set to -1 for unlimited | ||
minIcpScore | number | 0 |
Minimum ICP score threshold. Contacts below this score are filtered out. Set to 0 to skip scoring entirely | ||
minTenureDays | number | 0 |
Minimum number of days since the contact started their new role | ||
runLogDocumentSlug | string | REDACTED_RUN_LOG_SLUG |
Knowledge base document slug for the run log that tracks dedup ledger URL and per-run summaries | ||
sameCompanyThrottle | number | 2 |
Maximum contacts per company across a 2-week window including the dedup ledger | ||
tenureWindowDays | number | 90 |
Maximum number of days since the contact started their new role | ||
verifiedEmailsOnly | boolean | false |
When true, only contacts with verified emails are included. When false, risky and catch-all emails are also included | ||
