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[Playbook] How to Build a Lead Generation System from scratch (5-step process)

Over the past 5 years, I've been helping startups and companies from all over the world to automate and scale their Lead Generation and Sales efforts at profit.

I have spent countless hours studying online, copying campaigns, and landing pages from some of the top marketers, experimenting, refining my approach, and doing it all again and again.

I ended up developing my own formula for building a Lead Generation System.

After joining ProveSource, I decided to share this playbook with the world, in the hope it can help you transform your business, your relationship with your clients and help you see the benefits of the new way of doing Marketing in the Digital world.

Here's my secret recipe... 🎉

The 5-step process [breakdown]

1. Define your Ideal Sales Conversation
Before offering anything to your audience, whether it's a free or paid product, you need to be able to get them "in the mood" for buying.
Think of your last visit to an electronics store.
What questions did the sales rep ask you, and how did that help to initiate the buying process? You certainly don't walk up to someone and ask them to buy a laptop or a smartphone.
Why would you do that with your digital offers?

2. Select the right offer
There are (at least) 3 main types of offers:

a) Lead Magnets (think ebook, guide, checklist)
b) Loss Leader (a heavily discounted product aimed to get you started spending / think Big Mac for $1)
c) Product preview (most common in the SaaS world, like a free trial, or demo call)

3. Create an Offer Funnel
Most Marketers and Busines owners stop after the customer has converted on the initial offer, but think about your McDonalds meals. How you went from "just a Big Mac"), to buying fries, coke, and some ice cream. While the lead/customer is still hot (which is right after they convert) present them with subsequent offers and see if they convert. Statistically speaking, some of them will. ;)

It usually goes like this: Main offer > Low-ticket offer > Upsell > Upsell > Thank you page

4. Segmenting your audience
You are now closer to (if you don't already have) your first sales. Before you let your leads go, ask them a few extra questions besides their email. You'll be able to use their answers to personalize the follow-up communications via email, and significantly improve your conversion rates.

a) What type of business do they work for?
b) What's their monthly (or annual) revenue?
c) What's their main goal/pain (that made them convert)?

5. The tools of the trade
The last step is learning about the tools that allow you to implement a Lead Generation System without breaking the bank.

a) WordPress + Elementor for building a website
b) ActiveCampaign for Email and Marketing Automation as well as live chat
c) Convertflow: creating pop-ups, top bars, and calls-to-action
d) Slack: getting real-time notifications regarding your conversions
e) Zapier: gluing all your Marketing tools together

🎁 P.S. if you want the complete Conversion Playbook (40+ pages), you can get it here for free http://bit.ly/ConversionPlaybookIH

on September 14, 2020
  1. 1

    Appreciate the guide. I would steer away from words like "Ideal" and "right". You make something ideal (with practice & iterations & learning), you don't just come up with it.

    1. 1

      Thanks for the comment :)
      The goal is not to come up with one offer or sales conversation (or whatever) that is "right". You aim to get to that, and this happens through experimentation, different iterations, and ultimately market validation.
      I'm simply offering a formula on how to create the initial hypothesis, which you (should) then go out and test.

  2. 1

    Well done @boygenius!

    1. 1

      thanks man!
      hope you liked it 🎉