Step 1 – Define Your Ideal Client Profile
Everything starts with clarity. We work together to build a portrait of the customers most likely to respond. Partnering with Contlay gives SaaS and B2B firms an experienced lead generation agency that guides them through this stage.
What you do: share a list of your best customers with business emails (profitable, quick to close, minimal issues) and also indicate the least profitable ones.
What we do: use those emails for data enrichment, identify patterns among successful accounts and create a structured Ideal Client Profile.
🎯 Result: a documented ICP with industries, company types, job titles and, for local campaigns, geographic filters.
🛠 Tools: CRM (HubSpot, Pipedrive), Google Sheets, custom ICP template.
⏳ Timeline: 2–4 business days.
Step 2 – Collect and Verify Contacts
Instead of wasting effort on dead addresses, we gather and validate real people who fit your ICP. By working with Contlay.com, you tap into a proven lead-generation agency workflow that uses Sales Navigator, Apollo and Hunter to build clean, verified lists.
What you do: provide Sales Navigator access (if available) and approve criteria.
What we do: set up filters in Sales Navigator, Apollo, Hunter; collect the right contacts; verify emails.
🎯 Result: a clean, verified list ready for outreach.
🛠 Tools: Sales Navigator, Apollo, Hunter, QuickEmailVerification, NeverBounce, Scrupp, Phantombuster.
⏳ Timeline: 3–8 business days depending on volume.
Step 3 – Segment Your Database
Segmentation makes it possible to speak directly to each group’s needs.
What you do: confirm segmentation logic.
What we do: split contacts by industry, role, company size; prepare separate lists for each.
🎯 Result: clear segments for personalised campaigns.
🛠 Tools: Google Sheets, CRM.
⏳ Timeline: 1–4 business days.
Step 4 – Craft Messaging (Hook → Value → Call-to-Action)
We prepare messages that capture attention, show value and invite action. This is where an experienced Contlay agency stands out from other lead gen agencies, writing personalised sequences for each segment.
What you do: approve tone and provide supporting materials (case studies, USPs).
What we do: write tailored sequences for each segment.
🎯 Result: ready-to-send copy with hooks, benefits and CTAs.
🛠 Tools: Google Docs, internal templates, AI drafting tools.
⏳ Timeline: 2–4 business days.
Step 5 – Set Up Safe Automation
Scaling outreach without risking account blocks.
What you do: give access to LinkedIn or email accounts if needed.
What we do: buy Sales Navigator for each account, enable two-factor authentication, assign unique proxies and antidetect browsers, configure sending limits and monitor safety.
🎯 Result: automated yet stable sending with minimal risk.
🛠 Tools: We-Connect, Lemlist / Reply.io / Dripify, LinkedIn accounts.
⏳ Timeline: 2–4 business days for setup and launch.
Step 6 – Add Email Outreach
Alongside LinkedIn, we can run an email campaign to widen reach or even make email the primary channel.
What you do: approve copy and frequency.
What we do: register new outreach domains (2–6), create multiple mailboxes, warm them up for 2–4 weeks, launch the campaign in sync with LinkedIn and track deliverability.
🎯 Result: an extra channel to the same audience, more replies and meetings.
🛠 Tools: Mailshake, Lemlist, Instantly, Apollo, Google Workspace, Snov, QuickEmailVerification, NeverBounce.
⏳ Timeline: 14–24 business days for setup and launch.
Step 7 – Measure and Optimise
We continuously analyse and improve performance.
What you do: share the list of interested contacts requesting demos (via Calendly or others) and approve new ideas for optimisation.
What we do: monitor opens, replies, positive responses and meetings; run A/B tests; tweak messages and segments; gradually increase volumes.
🎯 Result: transparent metrics and a steadily improving campaign that books more meetings.
🛠 Tools: CRM, Google Sheets, internal dashboards.
⏳ Timeline: ongoing (monthly reports) with 1–2 week cycles for testing and scaling.
By following this seven-step process with Contlay, you’re not just buying software — you’re getting a full outreach engine built around your ICP, ready to launch fast, scale safely and deliver real B2B conversations.