SalesAdvanced

Enrich and score a B2B lead list

Turn a raw list of companies into prioritized accounts with context, buying signals, fit scores, and personalized outreach angles.

Setup time

2 hours

Time saved

5-10 hours

Best for

B2B founders, Sales teams, Agencies

Tools

Clay, Apollo, Perplexity, HubSpot

Overview

This workflow helps small teams focus outbound on the accounts most likely to care, instead of blasting generic emails to unqualified leads.

When to use this workflow

B2B outbound campaigns

Agency prospecting

Founder-led sales research

Tools you need

Clay

Sales

Freemium

AI-powered go-to-market platform for enriching leads, researching accounts, and personalizing outbound.

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Apollo

Sales

Freemium

Sales intelligence and outreach platform for prospecting and outbound campaigns.

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Perplexity

AI search

Freemium

Answer engine for web research, source discovery, and market scans.

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HubSpot

CRM

Freemium

CRM platform for contacts, pipelines, marketing automation, and sales workflows.

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Step-by-step workflow

Create the account list

Start with a niche, region, job title, company size, or technology signal and export a focused list.

Tool used

Apollo

Expected output

A raw account and contact list.

Enrich company context

Add company description, funding, hiring signals, tech stack, recent news, and relevant pages.

Tool used

Clay

Expected output

A richer account table.

Score account fit

Ask AI to score each account based on ICP fit, urgency signals, problem likelihood, and reachable contact quality.

Tool used

ChatGPT

Expected output

A prioritized lead list.

Generate outreach angles

Create one specific outreach angle per high-fit account using real account context.

Tool used

Perplexity

Expected output

Personalized opening lines and email angles.

Prompt templates

Lead scoring rubric

Score these B2B accounts from 1-5 for ICP fit, urgency, problem likelihood, budget signal, and personalization quality. Explain each score briefly. Accounts: [paste table]

Outbound angle generator

Create a personalized outreach angle for each account using only the provided company facts. Include trigger, likely pain, relevant offer angle, and first email opener. Accounts: [paste]