Lead Generation Workflow

Build a complete lead generation system via OpenClaw Ultra. From defining your ideal customer profile to researching prospects, running outreach campaigns, and routing qualified leads to sales, manage your entire lead gen operation from a single chat interface.

Core System Overview

INFO

This is a closed-loop lead generation workflow. OpenClaw Ultra handles target research, prospect enrichment, message personalization, campaign execution, response qualification, and CRM routing, so you can generate leads continuously without bouncing between tools.

System Layer	Core Function	Final Output
Target Layer	ICP definition, market segmentation, intent signal detection	Defined target profile with buying triggers
Research Layer	Prospect discovery, data enrichment, contact verification	Verified prospect database
Outreach Layer	Multi-channel message personalization, cadence design	Channel-specific outreach sequences
Campaign Layer	Cross-channel execution, domain preparation, delivery tracking	Executed campaigns with delivery health
Response Layer	Reply classification, lead scoring (fit + intent + timing)	Scored and categorized responses
Pipeline Layer	CRM integration, lead routing, handoff documentation	Leads routed to sales with full context
Analytics Layer	Conversion tracking, source attribution, funnel metrics	Campaign performance report
Optimization Layer	A/B testing, targeting refinement, process iteration	Improved conversion rates

Prerequisites

Item	Requirement
OpenClaw Ultra	Installed and running
Target Market Defined	Industry, role, company size, or geography for your ideal prospect
CRM Account	(Recommended) Active account with API access for lead routing
Email Account	(Recommended) For email-based outreach campaigns
Sending Domains	(Recommended) 1-2 secondary domains for cold email, with SPF/DKIM/DMARC configured

Step 0 — Initialize Your Lead Generation System

Set up OpenClaw Ultra as your dedicated lead generation manager.

Operation Steps

1. Open OpenClaw Ultra new chat session
2. Prepare your target market criteria, data sources, and sending domains
3. Paste the initialization prompt

Ready-to-Use Prompt

Act as my lead generation manager.

My target market:
- Industry: [industry]
- Roles: [target titles]
- Company size: [size range]
- Geography: [regions]
- Ideal customer profile: [brief description]
- Sending domains: [domain1.com, domain2.com]

Build a complete lead generation system that covers:
- target research and prospect discovery
- data enrichment and contact verification
- multi-channel outreach creation (email + LinkedIn)
- campaign execution and delivery monitoring
- response qualification and CRM routing

Step 1 — Define Your Target Profile

Set the criteria for who you want to reach and what signals tell you it's the right time.

1.1 Build Your Ideal Customer Profile

Define my ideal customer profile for this campaign:

Target parameters:
- Industry: [industry or industries]
- Company size: [employee count or revenue range]
- Departments: [departments to target]
- Job titles: [specific roles]
- Geography: [countries or regions]
- Tech stack: [tools they use, if relevant]
- Budget range: [estimated]

Return a structured ICP document with:
- Primary targets (best fit)
- Secondary targets (good fit)
- Exclusion criteria (who not to pursue)
- Buying committee map for each target account type

1.2 Identify Lead Sources and Buying Signals

Identify the best sources for finding prospects matching my ICP and signals that indicate buying intent:

Sources to evaluate:
- LinkedIn Sales Navigator: [search filters]
- Industry databases: [specific directories or associations]
- Company websites: [target companies or competitors]
- Intent data providers: [if available]
- Events and conferences: [relevant industry events]
- Referral networks: [existing partners or customers]

For each source, rate its potential volume and quality on a scale of 1-10.

Also identify buying signals to watch for:
- Job changes (new hire in target role)
- Funding announcements
- Hiring spikes in relevant departments
- Technology adoptions or migrations
- Regulatory changes affecting the industry
- Public company announcements (earnings, new product launches)

Return a ranked source list with recommended starting point and a signal priority guide.

Step 1 Output

Defined ideal customer profile with ranked lead sources and buying signal priority list.

Step 2 — Research Prospects and Verify Data

Discover individual prospects, enrich their profiles, and validate contact information before outreach.

2.1 Discover Prospects from Sources

Find prospects matching my ICP from [source name]:

Search criteria:
- Titles: [title1, title2]
- Companies: [target companies or keywords]
- Location: [region]
- Additional filters: [any source-specific filters]

Return a list of [number] prospects with:
- Name, title, company, location
- LinkedIn profile URL
- Company domain
- Any available phone numbers

2.2 Enrich Company and Contact Intelligence

Enrich the prospects from my discovery list:

For each prospect, gather:
- Company description, industry, employee count
- Recent funding, news, or leadership changes
- Tech stack they use
- Mutual connections or existing relationships
- Specific trigger events in the last 90 days (hiring, product launch, expansion)

Rank each prospect by ICP fit score (1-5) and signal strength (1-5).
Return a prioritized prospect table sorted by combined score.

2.3 Verify Contact Data

Verify email addresses for my prospect list:

Prospect list: [list of prospects with email format guesses]

For each prospect:
- Validate email format
- Check domain validity (MX records)
- Flag risky domains (generic or disposable email providers)
- Estimate deliverability risk (low / medium / high)

Return a verification report with:
- Total prospects
- Valid emails (ready to send)
- Questionable emails (needs manual check)
- Invalid emails (remove from list)

Target: bounce rate under 3%.

Step 2 Output

Enriched and verified prospect database ready for outreach.

Step 3 — Build Multi-Channel Outreach Sequences

Create personalized sequences that coordinate email, LinkedIn, and optional phone touch points.

3.1 Write Channel-Specific Initial Messages

Write the first-touch messages for my outreach campaign:

Target: [job title] at [company type]
Value proposition: [what we offer]
Personalization hook: [specific trigger event, company news, or mutual connection]

Create:
1. Cold email (under 120 words, subject line under 50 characters, one specific CTA)
2. LinkedIn connection request note (under 200 characters, conversational)
3. LinkedIn message (for after connection is accepted, under 80 words)

Requirements:
- Reference the personalization hook in the first sentence of each channel
- No attachments or links in the first message
- CTA should be low-friction ("quick question" or "15-minute call", not a demo request)

Return each message with [bracketed placeholders] for custom fields.

3.2 Build a Coordinated Multi-Channel Cadence

Build a 14-21 day multi-channel outreach sequence:

Channels: email + LinkedIn (phone optional)

Cadence structure:
- Day 1: Email — personalized intro
- Day 3: LinkedIn — send connection request with personalized note
- Day 7: Email — follow-up with new angle or insight
- Day 10: LinkedIn message — after connection accepted, short value-add
- Day 14: Email — social proof or case study angle
- Day 21: Email — breakup message, open the door

Rules:
- Each touch adds new value, not a repeat of the previous message
- If a prospect replies at any point, exit the sequence immediately
- Email follow-ups under 100 words
- LinkedIn messages under 60 words

Return the full sequence with timing, channel, and message content.

3.3 Write Follow-up Email Variants

Write three alternative follow-up angles for my sequence:

Initial message: [paste from 3.1]

Follow-up variant A — Insight angle: share a relevant data point or industry trend
Follow-up variant B — Social proof: mention a similar company or customer outcome
Follow-up variant C — Question angle: ask a specific question about their situation

Each variant under 100 words, with [bracketed placeholders] for personalization.

Step 3 Output

Multi-channel outreach sequence with alternative follow-up variants, ready for deployment.

Step 4 — Execute Campaigns and Monitor Delivery

Launch your campaigns with proper sending infrastructure and track deliverability.

4.1 Prepare Sending Infrastructure

Set up sending infrastructure for my campaign:

Sending domains: [domain1.com, domain2.com]

Check:
- SPF record configured and passing
- DKIM key set up and verified
- DMARC policy at p=quarantine or p=reject
- Domain has been warmed up for at least 3 weeks with gradual volume increases

Daily send limits:
- Per domain: [number] per day
- Per recipient: [number] per day
- Warm-up phase: start at [number] per day, increase [number] each day over [X] weeks

Return a delivery readiness checklist with pass/fail for each item.

4.2 Launch a Multi-Channel Campaign

Launch an outreach campaign with these parameters:

Campaign name: [name]
Target segment: [which prospects from my database]
Sequence: [select sequence from step 3]
Daily send limit: [number per day across all domains]
Tracking: bounce detection, reply detection, open tracking

Return a campaign launch confirmation with:
- Number of prospects queued
- Channels activated (email, LinkedIn)
- Estimated completion date
- Key metrics to monitor

4.3 Monitor Delivery Health

Check my campaign [campaign name] delivery status:

Report:
- Emails sent / bounced / delivered
- Bounce rate (flag if above 3%)
- Open rate
- Reply rate
- Unsubscribe rate
- LinkedIn connection acceptance rate
- Spam complaint rate (flag if above 0.1%)

Return a campaign health dashboard with:
- Green flags (healthy metrics)
- Yellow flags (watch items)
- Red flags (pause campaign and fix)

If bounce rate exceeds 3%, recommend which domain or segment to investigate.

Step 4 Output

Campaign running with monitored delivery health and early warning flags.

Step 5 — Classify Responses and Score Leads

Process incoming replies, categorize intent, and score leads for handoff readiness.

5.1 Classify Incoming Responses

Review replies from campaign [campaign name]:

For each reply, classify the intent:
- Positive: asked for a call, demo, or more information
- Question: asked about pricing, features, or implementation
- Neutral: acknowledged but non-committal ("not now", "send more info")
- Negative: declined, not interested, wrong person
- Out of office: auto-reply — pause sequence for [X] days then retry
- Unsubscribe: remove from all sequences immediately

For positive and question replies:
- Summarize the request in one sentence
- Suggest the next action and timeline
- Flag if the reply contains budget, authority, or timeline signals

Return a categorized reply log sorted by priority.

5.2 Score Leads on Three Dimensions

Score these engaged leads on fit, intent, and timing:

Leads to score:
[list of prospects who replied positively or asked questions]

Score each on three dimensions:
- ICP fit (1-5): firmographic match to original profile, buying committee member
- Intent strength (1-5): specificity of their reply, signals from their company
- Timing (1-5): mentioned timeline, urgency in their language, recent trigger events

Combine into a composite score (fit + intent + timing, max 15).

Routing rules:
- Score 12-15: route to sales immediately
- Score 8-11: enter 14-day nurture sequence with value-add content
- Score below 8: stay in monthly nurture, suppress from active sequences for 90 days

Return a scored lead table:
| Lead | Fit | Intent | Timing | Total | Route | Next Step |

Step 5 Output

Scored and routed leads: hot leads to sales, warm leads to nurture, cold leads suppressed.

Step 6 — Route Qualified Leads to Sales Pipeline

Hand off high-scoring leads to your CRM with complete context for the sales team.

6.1 Create CRM Records with Full Context

Create CRM records for leads with composite score 12+:

Leads to route:
[list of qualified leads with scores, replies, and enrichment data]

For each lead, create:
- Contact record with enrichment data, company profile, and trigger events
- Deal record with estimated value, source attribution, and campaign name
- Activity log with full outreach history (messages sent, replies, dates)
- Task for assigned sales rep: follow up within 2 hours

Return a routing confirmation table:
| Lead | CRM Contact ID | Deal ID | Assigned Rep | Follow-up by | Score |

6.2 Generate Handoff Summaries

Generate a handoff document for each routed lead:

For lead [lead name/ID]:
- Outreach history: channels used, messages sent, replies, timing
- Qualification: score breakdown (fit + intent + timing), key signals
- Recommended next action: specific call or demo agenda based on their reply
- Talking points: personalization hook that worked, what they responded to
- Objections: any concerns raised and suggested responses
- Relationship map: other contacts at the same company worth involving

Format as a clean summary the sales rep can read in 2 minutes before picking up the phone.

Step 6 Output

CRM records with full handoff documentation. Sales team has everything they need for the first call.

Step 7 — Analyze Results and Optimize

Measure campaign performance, identify what worked, and refine targeting for the next cycle.

7.1 Campaign Performance Report

Generate a performance report for campaign [campaign name]:

Metrics:
- Total prospects contacted across all channels
- Response rate by channel (email vs LinkedIn)
- Positive reply rate (interested / qualified)
- MQL-to-SQL conversion rate
- Meetings booked
- Pipeline value generated
- Cost per lead and CAC by source
- Bounce rate and spam complaint rate
- Domain reputation score (if available)

Compare to campaign [previous campaign name] if available. Flag the top 3 metrics that improved and the top 3 that declined.

7.2 Analyze Channel and Message Performance

Analyze which channels and messages performed best:

Channel performance:
- Email: open rate, reply rate, bounce rate
- LinkedIn: connection acceptance rate, message reply rate
- Multi-channel prospects vs single-channel: meeting book rate difference

Message performance:
- Which subject lines had the highest open rates
- Which follow-up angles generated the most replies
- Which CTA had the highest conversion rate (call booked / demo requested)

Return a ranking table of what to keep, what to change, and what to drop for the next campaign.

7.3 Refine Targeting and Update ICP

Based on campaign results, update my targeting rules:

Analysis of closed-won leads:
- Common industries, company sizes, and titles
- Trigger events that preceded conversion
- Objections that killed deals
- Sales cycle length from first touch to meeting

Analysis of disqualified leads:
- Patterns in who was not a fit
- Common early disqualification signals

Return updated targeting rules:
- Include: [criteria that produced qualified meetings]
- Exclude: [criteria that produced unqualified leads]
- Test: [new criteria worth exploring in the next campaign]
- Updated ICP document based on real conversion data

Step 7 Output

Campaign performance data driving refined targeting rules and improved ICP definition for the next cycle.

Final Closed-Loop Lead Generation Workflow

Target Defined → Prospects Researched → Data Verified →
Sequences Built → Campaigns Executed → Responses Scored →
Leads Routed → Performance Analyzed → Targeting Refined → Next Campaign

Practical Usage Tips

1. Never send cold email from your primary business domain — use 2-3 secondary domains and warm them up for 3-6 weeks before launching campaigns
2. Keep bounce rates under 3% by verifying emails before every send; a damaged sender reputation takes months to repair
3. Multi-channel sequences (email + LinkedIn) deliver 287% higher response rates than email alone — use both
4. Reply to positive responses within 2 hours during business hours; speed-to-lead drops conversion by 30-50% beyond that window
5. Re-enrich your prospect database every 90 days — most data sources refresh quarterly and stale contacts increase bounce rates
6. Run A/B tests on one variable at a time (subject line, opening style, CTA, channel order) and let each test reach statistical significance before declaring a winner
7. Track MQL-to-SQL conversion rate, not just reply rate — a high reply rate with low conversion means you are targeting the wrong people or saying the wrong thing
8. For capturing research notes and company intelligence as persistent documents, see Personal Knowledge Base
9. For routing qualified leads through a structured sales pipeline, see CRM Sales Workflow