Draw up a list of likely buyers from your own records and public listings.
AI Lead Generation studies the customers you have already won, then searches directories, tender notices and your own website visits for companies that look like them. Each name arrives with a reason. A salesperson reviews the list and accepts or rejects every row, and nobody outside your business is contacted until that decision is made.
Prospecting is often one salesman scrolling a directory with no rule for who deserves a call, so good names get skipped and the same dozen firms get rung twice. The list is rebuilt every quarter.
Here the rule is written down once, taken from your own closed orders, and the software proposes names that fit it with the reason beside each. Your team keeps the final say. They know which of those firms owe you money, which once threw a salesman out, and which are cousins of a competitor.
The problems this is meant to ease.
What AI lead generation does.
What this looks like in a working week.
The people who open this every day.
From first conversation to daily use.
Discovery with the sales head
We sit with the sales head and two executives to learn how names are found today. We list the directories, tender notices and forms you use, and the ones you are allowed to use.
Getting closed orders and enquiries ready
Closed orders are checked for trade, town, size and items bought. Gaps are filled by the team, and duplicates in the CRM are merged before any profile is drawn.
Trial on one trade or town
The profile is applied to a single trade or a single town. It is a narrow test. It produces a short list from your own orders, with the reason beside each name.
Checking the list with the salesmen
The executives accept and reject names in front of the sales head. Every rejection reason is read aloud, and the profile is corrected where it described the wrong customer.
Going live on the channels you choose
Forms, the chat box and the accepted-names queue are switched on for the whole team. Contact limits and the do-not-contact list are confirmed before the first message is drafted.
Reviewing after a few cycles
After several batches, the sales head compares accepted names with quotes and orders by source. Weak sources are dropped, and the profile is redrawn with the new closed orders.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Qualified leads are counted as accepted names and enquiries that a salesperson marks as worth a quote, set against the monthly count before go-live.
- Cost per lead is the spend on each source divided by the leads it produced, using last year’s directory and fair bills as the baseline.
- Lead-to-opportunity conversion is the share of accepted leads that reach a quote, measured against the same share for portal enquiries in the CRM.
- Accepted-to-rejected ratio shows how well the profile fits, and it starts from the first batch your team reviews.
- Time to first contact is read from the lead’s creation and the first logged call, against the gap in your current records.
Where a person stays in charge.
A person accepts every name
No message is sent, no call is made and no profile is stored for an outsider until a salesperson accepts the row. Rejected names are not contacted.
Permitted sources only
Only listings and notices your business may lawfully use are scanned, and each row shows where it came from. Countries treat business contact and visitor data differently. Your own lawyer should confirm what is allowed. Treat the tool as a finder, not a legal adviser.
Thin data gives thin lists
With few closed orders, or buyers who come by referral, the profile will be vague. The page says so early, and we advise a hand-written profile in that case.
Do-not-contact lists are kept
Customers who asked not to be rung, and firms in dispute, stay out of every list until a person clears them.
Enrichment can be stale
Public details such as a firm’s size or town may be out of date. The row shows the source date so the salesperson can check before calling.
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Lead management in your CRM
- Opportunity management
- Your website forms and analytics
- Trade directories and tender notices
- WhatsApp or email for later contact
Products that include it.
How we would put it in.
Questions owners ask about AI lead generation.
How many closed orders does it need before the list is useful?
It needs a few hundred closed orders with trade, town and items recorded, because fewer than that give it nothing to learn from. Below that, write the profile by hand.
Does it contact anyone by itself?
No contact is made. It proposes names and drafts an opener, a person accepts the name, and nothing is sent, rung or posted until someone on your team decides to reach out.
What if our best customers came through relatives and referrals?
Then the pattern it finds will be thin, because a referral leaves no trace in a directory or on a website, and we would tell you that early. This suits firms whose buyers are findable.
Is it lawful to use public listings and visitor data this way?
Contacting businesses and storing visitor details are governed by local law, which varies by country. Your own lawyer or adviser should settle the sources and the consent wording. This page gives no legal advice.
What does it connect to?
It reads and writes the lead records in your CRM. Website forms, a chat box and WhatsApp need your own accounts, and some directories offer feeds only on certain plans.
Who corrects it when it suggests the wrong kind of firm?
The sales head edits the profile in plain words, and every rejection reason from the team is read back. The software never changes the profile without a person seeing the change.
When is it not worth the effort?
When one person sells to a small circle of known buyers, a diary does the job. The return begins once several people prospect and the source of each order is unknown.
How much work is it to start?
Cleaning closed orders and agreeing the profile with your sales head take the most time. Our quote follows your sources and channels, and scope is fixed once we have seen your records.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle AI lead generation today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
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