Outsourcing LeadGeneration 
Best Practices 
#salesIQ
YOUR HOST 
Aaron “air” Ross / @motoceo 
#1 Bestselling Author, Speaker and Strategist 
Aaron continues to reshape outbound sales teams 
with his approach outlined in Predictable Revenue, 
which Inc Magazine calls “The Sales Bible of Silicon 
Valley." Aaron built outbound sales at salesforce.com 
resulting in an added $1 billion in revenue.
PREDICTABLE REVENUE 
Award-Winning 
#1 Bestseller 
! 
! 
Called 
“The Sales Bible Of 
Silicon Valley”
YOUR PRESENTERS 
Eric MacColl! 
Director of Marketing, Scripted 
Scripted's mission is to better the quality of written content on the Internet by helping 
businesses create it at scale. While Eric enjoys all aspects of marketing and business 
development, he comes from a digital marketing background from his time at iProspect. 
Anand Kulkarni! 
Founder and CEO, LeadGenius 
By combining the power of people, technology, and data, LeadGenius enables 
growing companies to quickly and easily scale their outbound prospecting campaigns. 
! 
As a former mathematician and National Science Foundation fellow at 
UC Berkeley, Anand developed new techniques to outsource and crowdsource work 
reliably and at scale.
JOIN THE CONVERSATION 
@LeadGenius 
#salesIQ
TODAY YOU WILL LEARN HOW TO 
1 
2 
3 
Triple your sales with predictable lead ! 
generation. 
Produce compelling content that drives! 
engaged traffic with outsourced inbound ! 
marketing. 
Repeatedly generate consistent sales ! 
through virtual outbound prospecting.
Aaron Ross TRIPLE YOUR SALES 
Create predictable, scalable revenue.
Aaron Ross FATAL MISTAKE 
fatal mistake: 
growing revenue by hiring salespeople
Aaron Ross 3 TYPES OF LEAD GEN 
Even with a perfect sales process or big sales 
team, if your lead gen is crummy, you’ll 
struggle 
With great leads, you can get everything 
else wrong and still do well 
There are 3 types of leads
Aaron Ross LEAD GEN 
Seeds, Nets & Spears
Aaron Ross SEEDS 
Seeds: Turn Your Funnel into an Hourglass
Aaron Ross NETS 
Nets: Example Marketing Funnel
Aaron Ross Spears 
Spears: Example Outbound Funnel
Aaron Ross SALES SHOULDN’T PROSPECT 
Why? 
They aren’t any good at it 
They don’t like it 
It’s not repeatable
Aaron Ross SPECIALIZED SALES ROLES 
Specialize your four core sales roles.
OUTSOURCING YOUR 
INBOUND 
MARKETING 
SCRIPTED.COM
Seeds 
Nets 
Spears 
SCRIPTED.COM 
NETS 
Spears, Seeds, and NETS 
Inbound leads from Marketing
SCRIPTED.COM 
CONTENT FORMATS 
Inbound Marketing
Don’t Create Content Just To Create Content 
SCRIPTED.COM 
IDEA GENERATION 
Know This First: 
Your 
Brand 
Content 
Creation 
Your 
Audience 
Timing
SCRIPTED.COM 
MESSAGING 
Content is not just to get people to your website:
SCRIPTED.COM 
MESSAGING 
LATE STAGE 
Sales & Revenue 
MID STAGE 
Lead Gen & Subscriptions 
EARLY STAGE 
Engagement & Reach
SCRIPTED.COM 
SUCCESS 
Success for Scripted’s Content 
Engagement Qualified Leads
SCRIPTED.COM 
SCALING SCRIPTED 
Scaling Content With 
Outsourcing
SCRIPTED.COM 
CONTENT TEAM 
What Are Marketers Outsourcing?
SCRIPTED.COM 
CONTENT TEAM 
Strategy, Writing and Editing Are Different 
Planning 
Writing 
Promoting 
Publishing Editing 
Content strategists need to 
focus on their core audience 
and maintain an editorial 
calendar.
SCRIPTED.COM 
CONTENT TEAM
Know these before outsourcing to writers: 
SCRIPTED.COM 
COMMUNICATE 
1. Industry – what do your writers need to know?! 
2. Topics and titles – do you need ideas?! 
3. Examples on your blog or blogs to emulate?! 
4. Tone – style guide?! 
5. Budget! 
6. Timeline/Editorial Calendar
SCRIPTED.COM 
SCRIPTED SCALING 
What Type Of Content Is Easiest To Outsource? 
Thought-leadership 
Long-form content 
Newsworthy/trend content 
Evergreen content
SCRIPTED.COM 
SCRIPTED SCALING 
Small Team, Big Content 
Team! 
• Content Manager! 
• Content Editor! 
! 
Volume! 
• 50+ pieces of content published 
per month! 
! 
Content! 
• Blog Posts! 
• Guest Posts! 
• White Papers! 
• Slideshares! 
• Webinars! 
! 
Content Creation 
In-House 
20% 
80% 
Outsource to Scripted Writers
SCRIPTED.COM 
SCRIPTED SCALING 
Efficiency of External Writing Teams 
Editorial 
Calendar 
Submit 
Guidelines 
! 
Content 
Written 
Review 
Content 
Measure and optimize 
Measure 
Publish/ 
Promote 
Plan content 4 weeks in 
advance 
30+ pieces of content written in 
5 to 10 days 
3 to 5 days of review and 
editing 
Promote across relevant 
channels immediately
GENERATE CONSISTENT SALES! 
THROUGH VIRTUAL OUTBOUND 
PROSPECTING
Seeds SPSEPAEARRSS 
Nets 
LeadGenius.com 
SPEARS 
OutSbeoedusn, dNe ltes,a adnsd SfrPoEmAR SS ales 
! 
The Good: Predictable results, often pinpointing specific executives. 
! 
The Bad: Not profitable for small deals or customers. ! 
Hard to scale exponentially. You need $$ to hire sales associates.
Specialized, scalable roles at each stage 
LeadGenius.com 
OUTBOUND FUNNEL 
Prepare 
Prospect 
Close
LeadGenius.com 
DATA + TECHNOLOGY + PEOPLE 
You can now… 
1) Find and rank every potential qualified customer in 
the entire country (with no developers!)! 
2) Figure out relevant data about each of those 
customers 
3) Write each one of those customers a personalized 
message from a salesperson
Define your ideal customer! 
and mind the web. 
LeadGenius.com
LeadGenius.com 
PREPARE: CUSTOMER 
PERSONA 
Define your target customer! 
Meet Fred, Operations Manager 
Image source: Hubspot
LeadGenius.com 
PREPARE: MIND THE WEB 
Avoid low quality sources… 
Data.com 
Dunn & Bradstreet 
Find decision makers… 
There are 21,708,021 American businesses 
6,049,655 businesses w/ >1 person 
Your customers are listed in… 
Yelp (47M establishments) 
LinkedIn (2M Companies) 
CrunchBase (650K Companies) 
AngelList (289K Companies) 
GO 
STATE BY STATE 
or 
CITY BY CITY 
and 
vertical by vertical
Build a team and test! 
your approach. 
LeadGenius.com
Find people here: 
Craigslist (DIY) 
oDesk/Elance (DIY) 
Freelancer (DIY) 
Job Boards (DIY) 
TaskUs (managed) 
LeadGenius (managed) 
LeadGenius.com 
SCALE: BUILD A TEAM 
Leadgen: go global! 
Outreach and QA: stick to US 
Start with: 
1 leadgen staffer 
1 outreach staffer 
1 manager/QA (!!!)
Equip your virtual SDRs with sales intelligence solutions 
LeadGenius.com 
SCALE: EQUIP YOUR TEAM 
Give researchers: 
LinkedIn Premium 
Google Spreadsheets 
Import.io 
Rapportive 
Toofr (verification) 
Give prospectors: 
LinkedIn Premium 
Yesware or Streak or Tout 
Salesforce/CRM access 
Total cost: <$200
Make it a custom, handwritten email. 
LeadGenius.com 
PROSPECT: CRAFT THE 
PITCH 
From: anand@leadgenius.com 
To: sarah@hotlead.com 
Subject: We have a few SDRs 
! 
Hi Sarah, 
! 
Our mutual friend Michael Jameson 
mentioned you were hiring SDRs. 
I wanted to see if we might be able 
to help you scale your team. 
LeadGenius has a few extra SDRs 
we can push your way. 
Let me know if you’d like to chat on 
Tuesday afternoon – we were able 
to replace 2 SDRs at ExistingClient 
last month and they saw a 30% 
boost in lead flow as a result. 
BTW, congrats on your recent 
round! 
! 
Send it from your salesperson. 
Short and sweet wins! 
Don’t be salesy… be helpful 
and solve a real problem. 
Social proof and quantitative 
outcomes. 
Double-Tap: LinkedIn profile 
view on the same day
Targeted Content Immediate Response Multiple Touches 
LeadGenius.com 
PROSPECT: ADVANCED 
MESSAGING 
Interested? 
Here are 3 
times that work 
for me! 
Here’s more 
information! 
Check back 
later. 
Specific 
question 
Automatically 
schedule a 
follow-up mail 
From: anand@leadgenius.com 
To: sarah@hotlead.com 
Subject: We have a few SDRs 
! 
Hi Sarah, 
! 
Our mutual friend Michael Jameson 
mentioned you were hiring SDRs. 
I wanted to see if we might be able 
to help you scale your team. 
LeadGenius has a few extra SDRs 
we can push your way. 
Let me know if you’d like to chat on 
Tuesday afternoon – we were able 
to replace 2 SDRs at ExistingClient 
last month and they saw a 30% 
boost in lead flow as a result. 
BTW, congrats on your recent 
round! 
!
Measure your ROI. 
LeadGenius.com
LeadGenius.com 
INCREASED CONVERSIONS 
Immediate responses! 
from decision ! 
makers.
LeadGenius.com 
MEASURING PERFORMANCE 
Cost per lead 
Leads per week 
Emails per week 
Handoffs per week
Ideal customer profile. 
LeadGenius.com
LeadGenius.com 
IDEAL CUSTOMER 
B2B tech companies (all sizes). 
You know your target customer and unique! 
value proposition. 
You’ve consistently sold your product/service. 
You have at least one sales professional.
Goals & Expectations. 
LeadGenius.com
LeadGenius.com 
REALISTIC EXPECTATIONS 
When working with our ideal customer, we like to see… 
1 researcher + 1 
manager generate 
600 leads per week 
1 writer writes 
600 templates per week 
10% response = 10 
leads per day
Scaling outbound checklist. 
LeadGenius.com
LeadGenius.com 
CHECK EACH BOX 
Define your target audience and know your customer ! 
personas well. 
Gather a list of highly targeted prospects to contact based ! 
on your qualification criteria. 
Create a consistent process for doing outbound outreach. 
Craft highly relevant and targeted email messages; then ! 
measure open and response rates. 
!! 
!! 
!! 
!!
Questions? 
air@predictablerevenue.com eric@scripted.com anand@LeadGenius.com 
Tell us what’s working for you. Our Head of Marketing would love to 
hear from you: Lena@LeadGenius.com or @LenaShaw
Thank you! 
Slides will be available via 
download.

Lead Generation Best Practices: Outsourcing Inbound & Outbound

  • 1.
  • 2.
    YOUR HOST Aaron“air” Ross / @motoceo #1 Bestselling Author, Speaker and Strategist Aaron continues to reshape outbound sales teams with his approach outlined in Predictable Revenue, which Inc Magazine calls “The Sales Bible of Silicon Valley." Aaron built outbound sales at salesforce.com resulting in an added $1 billion in revenue.
  • 3.
    PREDICTABLE REVENUE Award-Winning #1 Bestseller ! ! Called “The Sales Bible Of Silicon Valley”
  • 4.
    YOUR PRESENTERS EricMacColl! Director of Marketing, Scripted Scripted's mission is to better the quality of written content on the Internet by helping businesses create it at scale. While Eric enjoys all aspects of marketing and business development, he comes from a digital marketing background from his time at iProspect. Anand Kulkarni! Founder and CEO, LeadGenius By combining the power of people, technology, and data, LeadGenius enables growing companies to quickly and easily scale their outbound prospecting campaigns. ! As a former mathematician and National Science Foundation fellow at UC Berkeley, Anand developed new techniques to outsource and crowdsource work reliably and at scale.
  • 5.
    JOIN THE CONVERSATION @LeadGenius #salesIQ
  • 6.
    TODAY YOU WILLLEARN HOW TO 1 2 3 Triple your sales with predictable lead ! generation. Produce compelling content that drives! engaged traffic with outsourced inbound ! marketing. Repeatedly generate consistent sales ! through virtual outbound prospecting.
  • 7.
    Aaron Ross TRIPLEYOUR SALES Create predictable, scalable revenue.
  • 8.
    Aaron Ross FATALMISTAKE fatal mistake: growing revenue by hiring salespeople
  • 9.
    Aaron Ross 3TYPES OF LEAD GEN Even with a perfect sales process or big sales team, if your lead gen is crummy, you’ll struggle With great leads, you can get everything else wrong and still do well There are 3 types of leads
  • 10.
    Aaron Ross LEADGEN Seeds, Nets & Spears
  • 11.
    Aaron Ross SEEDS Seeds: Turn Your Funnel into an Hourglass
  • 12.
    Aaron Ross NETS Nets: Example Marketing Funnel
  • 13.
    Aaron Ross Spears Spears: Example Outbound Funnel
  • 15.
    Aaron Ross SALESSHOULDN’T PROSPECT Why? They aren’t any good at it They don’t like it It’s not repeatable
  • 16.
    Aaron Ross SPECIALIZEDSALES ROLES Specialize your four core sales roles.
  • 17.
    OUTSOURCING YOUR INBOUND MARKETING SCRIPTED.COM
  • 18.
    Seeds Nets Spears SCRIPTED.COM NETS Spears, Seeds, and NETS Inbound leads from Marketing
  • 19.
    SCRIPTED.COM CONTENT FORMATS Inbound Marketing
  • 20.
    Don’t Create ContentJust To Create Content SCRIPTED.COM IDEA GENERATION Know This First: Your Brand Content Creation Your Audience Timing
  • 21.
    SCRIPTED.COM MESSAGING Contentis not just to get people to your website:
  • 22.
    SCRIPTED.COM MESSAGING LATESTAGE Sales & Revenue MID STAGE Lead Gen & Subscriptions EARLY STAGE Engagement & Reach
  • 23.
    SCRIPTED.COM SUCCESS Successfor Scripted’s Content Engagement Qualified Leads
  • 24.
    SCRIPTED.COM SCALING SCRIPTED Scaling Content With Outsourcing
  • 25.
    SCRIPTED.COM CONTENT TEAM What Are Marketers Outsourcing?
  • 26.
    SCRIPTED.COM CONTENT TEAM Strategy, Writing and Editing Are Different Planning Writing Promoting Publishing Editing Content strategists need to focus on their core audience and maintain an editorial calendar.
  • 27.
  • 28.
    Know these beforeoutsourcing to writers: SCRIPTED.COM COMMUNICATE 1. Industry – what do your writers need to know?! 2. Topics and titles – do you need ideas?! 3. Examples on your blog or blogs to emulate?! 4. Tone – style guide?! 5. Budget! 6. Timeline/Editorial Calendar
  • 29.
    SCRIPTED.COM SCRIPTED SCALING What Type Of Content Is Easiest To Outsource? Thought-leadership Long-form content Newsworthy/trend content Evergreen content
  • 30.
    SCRIPTED.COM SCRIPTED SCALING Small Team, Big Content Team! • Content Manager! • Content Editor! ! Volume! • 50+ pieces of content published per month! ! Content! • Blog Posts! • Guest Posts! • White Papers! • Slideshares! • Webinars! ! Content Creation In-House 20% 80% Outsource to Scripted Writers
  • 31.
    SCRIPTED.COM SCRIPTED SCALING Efficiency of External Writing Teams Editorial Calendar Submit Guidelines ! Content Written Review Content Measure and optimize Measure Publish/ Promote Plan content 4 weeks in advance 30+ pieces of content written in 5 to 10 days 3 to 5 days of review and editing Promote across relevant channels immediately
  • 32.
    GENERATE CONSISTENT SALES! THROUGH VIRTUAL OUTBOUND PROSPECTING
  • 33.
    Seeds SPSEPAEARRSS Nets LeadGenius.com SPEARS OutSbeoedusn, dNe ltes,a adnsd SfrPoEmAR SS ales ! The Good: Predictable results, often pinpointing specific executives. ! The Bad: Not profitable for small deals or customers. ! Hard to scale exponentially. You need $$ to hire sales associates.
  • 34.
    Specialized, scalable rolesat each stage LeadGenius.com OUTBOUND FUNNEL Prepare Prospect Close
  • 35.
    LeadGenius.com DATA +TECHNOLOGY + PEOPLE You can now… 1) Find and rank every potential qualified customer in the entire country (with no developers!)! 2) Figure out relevant data about each of those customers 3) Write each one of those customers a personalized message from a salesperson
  • 36.
    Define your idealcustomer! and mind the web. LeadGenius.com
  • 37.
    LeadGenius.com PREPARE: CUSTOMER PERSONA Define your target customer! Meet Fred, Operations Manager Image source: Hubspot
  • 38.
    LeadGenius.com PREPARE: MINDTHE WEB Avoid low quality sources… Data.com Dunn & Bradstreet Find decision makers… There are 21,708,021 American businesses 6,049,655 businesses w/ >1 person Your customers are listed in… Yelp (47M establishments) LinkedIn (2M Companies) CrunchBase (650K Companies) AngelList (289K Companies) GO STATE BY STATE or CITY BY CITY and vertical by vertical
  • 39.
    Build a teamand test! your approach. LeadGenius.com
  • 40.
    Find people here: Craigslist (DIY) oDesk/Elance (DIY) Freelancer (DIY) Job Boards (DIY) TaskUs (managed) LeadGenius (managed) LeadGenius.com SCALE: BUILD A TEAM Leadgen: go global! Outreach and QA: stick to US Start with: 1 leadgen staffer 1 outreach staffer 1 manager/QA (!!!)
  • 41.
    Equip your virtualSDRs with sales intelligence solutions LeadGenius.com SCALE: EQUIP YOUR TEAM Give researchers: LinkedIn Premium Google Spreadsheets Import.io Rapportive Toofr (verification) Give prospectors: LinkedIn Premium Yesware or Streak or Tout Salesforce/CRM access Total cost: <$200
  • 42.
    Make it acustom, handwritten email. LeadGenius.com PROSPECT: CRAFT THE PITCH From: anand@leadgenius.com To: sarah@hotlead.com Subject: We have a few SDRs ! Hi Sarah, ! Our mutual friend Michael Jameson mentioned you were hiring SDRs. I wanted to see if we might be able to help you scale your team. LeadGenius has a few extra SDRs we can push your way. Let me know if you’d like to chat on Tuesday afternoon – we were able to replace 2 SDRs at ExistingClient last month and they saw a 30% boost in lead flow as a result. BTW, congrats on your recent round! ! Send it from your salesperson. Short and sweet wins! Don’t be salesy… be helpful and solve a real problem. Social proof and quantitative outcomes. Double-Tap: LinkedIn profile view on the same day
  • 43.
    Targeted Content ImmediateResponse Multiple Touches LeadGenius.com PROSPECT: ADVANCED MESSAGING Interested? Here are 3 times that work for me! Here’s more information! Check back later. Specific question Automatically schedule a follow-up mail From: anand@leadgenius.com To: sarah@hotlead.com Subject: We have a few SDRs ! Hi Sarah, ! Our mutual friend Michael Jameson mentioned you were hiring SDRs. I wanted to see if we might be able to help you scale your team. LeadGenius has a few extra SDRs we can push your way. Let me know if you’d like to chat on Tuesday afternoon – we were able to replace 2 SDRs at ExistingClient last month and they saw a 30% boost in lead flow as a result. BTW, congrats on your recent round! !
  • 44.
    Measure your ROI. LeadGenius.com
  • 45.
    LeadGenius.com INCREASED CONVERSIONS Immediate responses! from decision ! makers.
  • 46.
    LeadGenius.com MEASURING PERFORMANCE Cost per lead Leads per week Emails per week Handoffs per week
  • 47.
    Ideal customer profile. LeadGenius.com
  • 48.
    LeadGenius.com IDEAL CUSTOMER B2B tech companies (all sizes). You know your target customer and unique! value proposition. You’ve consistently sold your product/service. You have at least one sales professional.
  • 49.
    Goals & Expectations. LeadGenius.com
  • 50.
    LeadGenius.com REALISTIC EXPECTATIONS When working with our ideal customer, we like to see… 1 researcher + 1 manager generate 600 leads per week 1 writer writes 600 templates per week 10% response = 10 leads per day
  • 51.
  • 52.
    LeadGenius.com CHECK EACHBOX Define your target audience and know your customer ! personas well. Gather a list of highly targeted prospects to contact based ! on your qualification criteria. Create a consistent process for doing outbound outreach. Craft highly relevant and targeted email messages; then ! measure open and response rates. !! !! !! !!
  • 53.
    Questions? air@predictablerevenue.com eric@scripted.comanand@LeadGenius.com Tell us what’s working for you. Our Head of Marketing would love to hear from you: Lena@LeadGenius.com or @LenaShaw
  • 54.
    Thank you! Slideswill be available via download.