Niche, Offer & Revenue Hypothesis
The agency that wins answers who buys, why now, and what message gets the meeting. Specificity beats reach.
🎯 Niche Definition
"We help [specific B2B niche] book qualified meetings with [specific buyer type] using [acquisition system]."
💼 The Offer
Sell an outcome, not activity. Don't sell "lead generation" — sell qualified pipeline.
🧬 Revenue Hypothesis
For your niche: who buys, why they buy, when they buy, what trigger creates urgency.
✅ Qualification Framework
A "qualified" meeting must meet a clear bar. Define it here — every lead reports back against this.
🤖 Strategy Builder
Generate a tight positioning statement, full revenue hypothesis, or 30-second qualification script for your niche.
Strategy outputs will appear here. Tip: fill in niche + offer above first so Claude has context.
Warm Leads — Positive Replies
People who raised their hand. Call them within the hour — don't send a Calendly link first.
Buying Signals & Intent Data
Stop scraping. Start tracking who is in-market now. Every prospect needs a trigger.
📡 Intent Data Sources
Tick which signal sources you're operationalising. Stronger than scraped lists.
🕵️ Website Visitor Identification
Identify anonymous companies visiting your site → enrich → trigger outbound.
Recent Trigger Events
Funding, hiring, leadership changes, tech installs — every entry should feed a campaign.
5 Trigger-Based Campaigns
Every campaign maps to a real buying trigger. No generic "checking in" emails.
Recently Funded
Companies that just raised Seed–Series B. Under pressure to convert funding into pipeline fast. Sources: Crunchbase, Dealroom, PitchBook.
"Congrats on the Series A. Most teams at this stage need to turn the new funding into pipeline within 90 days. Worth a 15-min look at where the gaps usually are?"
Hiring SDRs / RevOps
Job postings reveal pipeline intent. Hiring SDRs = needs leads. Hiring RevOps = rebuilding revenue engine. Sources: LinkedIn Jobs, Greenhouse, Lever, Workable feeds.
"Saw you're hiring 2 SDRs and a RevOps manager. Usually that means pipeline targets are increasing. We help teams build the meeting flow before the new hires are fully ramped."
Using Competitor Tool
Companies running competitor technology — often hitting its scaling limits. Sources: BuiltWith, Wappalyzer, G2 review patterns, job descriptions mentioning the tool.
"Noticed your team is running [competitor]. A lot of companies hit limits when they start scaling outbound past 50k touches/month. We help teams build a cleaner system around [specific pain]."
Website Visitor
Identified accounts hitting your pricing/services page but not converting. Hottest signal you can act on. Sources: RB2B, Leadfeeder, Warmly, Clearbit Reveal.
"Saw a few folks from [company] looking at our [page] this week. Are you currently scoping out lead gen — or just doing research? Happy to send the playbook either way."
Poor Conversion / Audit
Companies running paid ads to weak landing pages. High CPL = audit hook. Sources: ad spy tools (SEMrush, SpyFu, Meta Ad Library) + manual landing page review.
"You're running Google Ads to a general services page — no industry-specific LP for [buyer]. That usually 2–3x's CPL. Put together 3 quick ideas on this — want me to send the teardown?"
🤖 Campaign Angle Generator
Describe your offer and target audience — Claude will generate 5 angles with subject line variants and opening hooks. Pulls niche/offer from Strategy tab if set.
Your campaign angles will appear here…
Active Campaigns
🤖 ICP List Builder
Describe your ideal client and Claude will produce qualification criteria, ranked data sources with specific search queries, and the trigger events that signal buying intent.
Sourcing strategy and qualification criteria will appear here…
Prospect List
| Name | Company | Title / Seniority | Profile | Trigger / Signal | Campaign | Status |
|---|
Multi-Channel Acquisition System
Cold email alone is fragile. Layer 6–8 channels so no single algorithm or platform can kill your pipeline.
Infrastructure & Tech Stack
Deliverability + stack. Get this wrong and nothing else matters.
Cold Email Deliverability
🌐 Sending Domains
Use separate domains — never your main one.
🔐 Authentication (SPF / DKIM / DMARC)
Non-negotiable. Emails land in spam without this.
🔥 Email Warming
Warm new inboxes 4–6 weeks minimum.
📤 Sending Limits & Cadence
Ramp up gradually. Volume protects deliverability long-term.
🛑 List Hygiene
Bad data = bad deliverability. Always.
📱 Reply Handling
This is where leads get lost. Have a process.
Tech Stack
🗄️ Data & Enrichment
📡 Intent & Signals
📨 Outreach
⚙️ CRM & Automation
🎯 Landing & Conversion
📊 Reporting