B2B Lead Generation Checklist

A comprehensive guide to generating high-quality B2B leads. Learn how to build a predictable pipeline and scale your lead generation efforts through proven strategies and best practices.

Strategy & Planning

Start with a solid foundation by defining your target market and establishing clear objectives for your lead generation efforts.

Define your Total Addressable Market (TAM)
Create Ideal Customer Profile (ICP)
Set clear lead generation KPIs
Establish lead scoring criteria
Define Marketing Qualified Lead (MQL) criteria
Define Sales Qualified Lead (SQL) criteria
Create sales and marketing alignment strategy

Sales Development

Implement effective outbound strategies to identify and engage potential customers through various channels.

Build targeted prospect lists
Develop cold calling scripts and strategies
Create email outreach templates
Implement social selling tactics on LinkedIn
Design multi-channel outreach cadences
Set up lead tracking and attribution
Create SDR performance metrics

Marketing Channels

Leverage multiple marketing channels to attract and nurture potential leads through their buying journey.

Develop content marketing strategy
Implement Account-Based Marketing (ABM)
Create lead magnets and gated content
Set up marketing automation workflows
Design webinar and event strategies
Optimize website for lead capture
Implement paid advertising campaigns

Data Management

Ensure your lead data is accurate, compliant, and effectively managed throughout the sales process.

Implement B2B data enrichment process
Verify email addresses and contact data
Ensure GDPR and privacy compliance
Set up CRM data management protocols
Create lead routing workflows
Establish data cleanup procedures
Monitor data quality metrics

Lead Nurturing

Develop relationships with leads through targeted content and personalized communication to move them through the sales funnel.

Create lead nurturing sequences
Develop targeted content for each funnel stage
Set up behavioral email triggers
Implement lead scoring automation
Create personalized follow-up strategies
Design re-engagement campaigns
Track engagement metrics

Technology Stack

Build and integrate the right tools to support your lead generation efforts and improve efficiency.

Select appropriate CRM system
Implement sales intelligence tools
Set up email automation platform
Choose lead enrichment solutions
Integrate analytics and tracking tools
Deploy conversational marketing tools
Ensure tech stack integration

Analytics & Optimization

Continuously measure and improve your lead generation efforts through data-driven insights.

Track conversion rates at each funnel stage
Monitor cost per lead metrics
Analyze channel performance
Measure sales cycle length
Calculate customer acquisition cost
Review lead quality metrics
Implement A/B testing program