| name | lead-generation-and-demand |
| description | Comprehensive B2B demand generation and lead acquisition skill. Use when building lead generation systems, creating demand acquisition campaigns, optimizing CAC, designing lead magnets, conducting lead research, or planning multi-channel demand strategies. Covers ICP definition, funnel strategy, channel optimization, lead scoring, attribution, and pipeline generation for B2B SaaS. |
Lead Generation & Demand
Workspace Context
Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.
Operating Contract
This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.
Comprehensive demand generation playbook for B2B SaaS companies focused on pipeline creation, CAC optimization, and multi-channel lead acquisition.
Quick Start
- Define ICP — Identify ideal customer profile (firmographics, psychographics, technographics)
- Map Funnel — TOFU → MOFU → BOFU stages with clear goals
- Select Channels — Prioritize by CAC, lead quality, and timeline
- Create Assets — Lead magnets, landing pages, nurturing sequences
- Launch & Optimize — Track, measure, iterate continuously
ICP Framework
Firmographics
| Element |
Question |
Example |
| Industry |
What sector? |
B2B SaaS, Fintech, Healthcare |
| Company Size |
Employee count? |
50-500 employees |
| Revenue |
Annual revenue? |
$5M-$50M ARR |
| Geography |
Where? |
US, UK, EU |
Psychographics
- Values: What matters to them?
- Pain Points: What keeps them up at night?
- Goals: What are they trying to achieve?
Technographics
- Current tools and stack
- Technology gaps
- Integration needs
Full-Funnel Strategy
Funnel Stages
| Stage |
Goal |
Content |
Channels |
Metrics |
| TOFU (Awareness) |
Attract visitors |
Blog, guides, calculators |
SEO, social, content |
Traffic, new visitors |
| MOFU (Consideration) |
Capture leads |
Whitepapers, webinars, case studies |
Email, retargeting, gated content |
Leads, MQLs |
| BOFU (Decision) |
Convert opportunities |
Demos, consultations, proposals |
Sales outreach, direct |
SQLs, opportunities |
Channel Strategy Matrix
Channel Performance (B2B SaaS)
| Channel |
CAC Range |
Lead Quality |
Timeline |
Priority |
| SEO/Content |
$50-150 |
High |
6-12 months |
⭐⭐⭐⭐⭐ |
| LinkedIn Ads |
$150-400 |
High |
Immediate |
⭐⭐⭐⭐⭐ |
| Google Search |
$80-250 |
Very High |
Immediate |
⭐⭐⭐⭐⭐ |
| Webinars |
$100-200 |
High |
2-4 weeks |
⭐⭐⭐⭐ |
| Email Nurture |
$20-50 |
Medium-High |
Ongoing |
⭐⭐⭐⭐ |
| Referrals |
$0-50 |
Very High |
Variable |
⭐⭐⭐⭐⭐ |
Budget Allocation ($30-50k/month)
| Channel |
Budget |
Expected MQLs |
Expected SQLs |
| LinkedIn |
$15k |
50 |
10 |
| Google Search |
$12k |
80 |
20 |
| Google Display |
$5k |
120 |
5 |
| Meta |
$5k |
100 |
8 |
| Partnerships |
$3k |
20 |
5 |
Lead Magnets
High-Converting Formats
| Type |
Conversion Rate |
Best For |
| Interactive Calculator |
15-30% |
Technical evaluation |
| Technical Guide/Whitepaper |
10-20% |
Education |
| Case Study (detailed) |
8-15% |
Social proof |
| Webinar Registration |
20-40% |
Engagement |
| Free Assessment |
25-40% |
Qualification |
| Code Repository |
10-25% |
Developer trust |
Lead Magnet Hooks
- Quick Win — "The 5-Minute Audit"
- Forbidden Knowledge — "Secrets agencies don't want you to know"
- Shortcut — "30-Day Framework Instead of 90 Days"
- Social Proof — "How 500+ Founders Achieved X"
- Diagnosis — "Discover Your Blind Spots"
Landing Page Framework
High-Converting Structure
┌─────────────────────────────────────┐
│ HEADLINE (Clear value proposition) │
├─────────────────────────────────────┤
│ SUBHEADLINE (Supporting benefit) │
├─────────────────────────────────────┤
│ HERO IMAGE/VIDEO │ FORM │
│ Visual proof │ Name, Email │
│ │ Company │
│ │ [CTA Button] │
├─────────────────────────────────────┤
│ SOCIAL PROOF (Logos, testimonials) │
├─────────────────────────────────────┤
│ BENEFITS (3-5 key benefits) │
├─────────────────────────────────────┤
│ SECONDARY CTA │
└─────────────────────────────────────┘
Conversion Checklist
Lead Scoring Model
Scoring Criteria
| Category |
Criteria |
Points |
| Fit |
Target industry |
+20 |
|
Company size 50-5000 |
+15 |
|
Decision maker title |
+25 |
|
Target geography |
+10 |
| Engagement |
Downloaded lead magnet |
+10 |
|
Attended webinar |
+20 |
|
Visited pricing page |
+15 |
|
Multiple site visits |
+5 each |
|
Email engagement |
+5 per click |
| Negative |
Student/academic |
-30 |
|
Competitor |
-50 |
|
Unsubscribed |
-20 |
Lead Classification
| Score |
Classification |
Action |
| 80+ |
SQL |
Sales outreach |
| 50-79 |
MQL |
Nurture + sales alert |
| 20-49 |
Engaged Lead |
Continue nurturing |
| <20 |
Cold Lead |
Long-term nurture |
Email Nurture Sequences
Welcome Sequence (New Leads)
| Email |
Timing |
Goal |
| 1: Welcome |
Immediate |
Deliver content, set expectations |
| 2: Value Add |
Day 2 |
Related helpful content |
| 3: Social Proof |
Day 4 |
Case study highlight |
| 4: Education |
Day 7 |
Technical insight |
| 5: Soft Offer |
Day 10 |
Introduce services |
Metrics Targets
| Metric |
Target |
| Open Rate |
>25% |
| Click Rate |
>3% |
| Unsubscribe |
<0.5% |
CAC Optimization
CAC Calculation
CAC = Total Marketing & Sales Costs / Number of New Customers
Benchmarks (B2B SaaS)
| Company Stage |
Target CAC |
LTV:CAC Ratio |
| Early |
$500-2000 |
>3:1 |
| Growth |
$300-1000 |
>4:1 |
| Scale |
$200-500 |
>5:1 |
Reduction Strategies
- Improve conversion rates — Better landing pages, forms
- Increase organic traffic — SEO, content marketing
- Referral programs — Leverage satisfied customers
- Lead scoring — Focus sales on high-intent leads
- Marketing automation — Scale without headcount
Attribution Modeling
Multi-Touch Attribution
| Model |
First Touch |
Middle |
Last Touch |
| First Touch |
100% |
0% |
0% |
| Last Touch |
0% |
0% |
100% |
| Linear |
33% |
33% |
33% |
| Recommended (U-Shape) |
40% |
20% |
40% |
| Recommended (W-Shape) |
40% |
20% |
40% |
UTM Structure
utm_source={channel}
utm_medium={cpc|email|organic}
utm_campaign={id}
utm_content={variant}
utm_term={keywords}
Lead Research Framework
Research Process
- Analyze Product/Service — Understand value proposition
- Define ICP — Industry, size, location, pain points
- Find Companies for matching — Search companies
- Prioritize — Score by fit (1-10)
- Research Contacts — Identify decision makers
Output Format
For each lead provide:
- Company name and website
- Why they're a good fit (2-3 specific reasons)
- Priority score (1-10 with explanation)
- Target decision maker role
- Personalized outreach strategy
Paid Media Playbook
LinkedIn Ads
Campaign structure: Awareness → Consideration → Conversion
Targeting: Company size 50-5,000, Director+ titles, SaaS/Tech
Creative: Thought leadership, social proof, problem-solution
Google Ads
Priority: Brand → Competitor → Solution → Problem → Display
Bid strategy: Manual CPC → Target CPA at 50+ conversions
Ad copy: 15 headlines covering value props, features, CTAs
Account-Based Sales (ABS)
When to Use ABS
| Criteria |
Threshold |
| ACV |
>$25K |
| TAM |
<5,000 accounts |
| Buying committee |
3+ stakeholders |
| Sales cycle |
>60 days |
ABS Framework
| Element |
Execution |
| Target list |
50-200 named accounts, tiered |
| Account research |
30 min per Tier 1 account |
| Multi-threading |
3-5 contacts per account |
| Custom content |
Pain-specific messaging |
| Orchestration |
Coordinated email + LinkedIn + ads |
Best Practices
Do
- Start with ICP definition
- Focus on fewer, higher-quality channels
- Create valuable lead magnets
- Nurture before selling
- Track attribution carefully
- Continuously optimize conversion
Don't
- Buy email lists
- Spam cold prospects
- Gate all content
- Ignore lead quality for quantity
- Skip the nurture stage
- Neglect existing leads
Error Handling
| Issue |
Cause |
Solution |
| Low conversion rate |
Poor offer/targeting |
Test new lead magnets, refine ICP |
| High CAC |
Inefficient channels |
Shift budget to performing channels |
| Low lead quality |
Too broad targeting |
Tighten ICP, add qualification |
| Email deliverability |
List hygiene issues |
Clean list, warm up domain |
Metrics Dashboard
Weekly
Monthly
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