The 7-Step AI Lead-Gen Playbook We Use Inside $1M To $50M ARR B2B SaaS Companies
The exact agent stack, scoring model, and outreach sequence we install. Used by clients now booking 7.9% reply rates on cold HNW Accredited lists.
Seven steps. No fluff.
The six-agent stack
Lead Intelligence, Outreach, Qualification, Content, Attribution, Retention. The exact responsibility split we run in production.
Lead-scoring model from ProLend
The composite score we built to hit 7.9% reply rates on cold HNW Accredited lists.
Cold outreach sequence
The 5-touch cadence across email and LinkedIn, with the exact send windows and reply triggers.
Qualification script
The 6-question pre-qual that filters out tire-kickers before a sales rep ever opens a calendar slot.
CRM hand-off pattern
How qualified replies flow from agent to rep with full context and zero copy-paste.
Attribution layer for LP audit
The GA, Clarity, CRM, and ad-spend wiring that survives PE diligence without rebuilds.
Retention playbook
The churn signals we monitor and the win-back plays we run before MRR walks out the door.
Built for operators, not theorists.
- ✓Founders running $1M to $50M ARR B2B SaaS, preparing for exit in 12 to 24 months
- ✓Ops leaders rebuilding GTM after a 2024 or 2025 layoff round
- ✓Heads of growth tasked with hitting pipeline numbers without adding headcount
- ✓Agencies installing AI for SaaS clients and tired of stitching the stack themselves
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