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10 strategies and tactics for Lead Generation

What is Lead Generation strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Lead Generation strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Lead Generation strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Lead Generation strategy examples

You'll find below a list of Lead Generation tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for generating leads

  • ⛳️ Strategy 1: Utilise content marketing

    • Create a blog that addresses common customer pain points
    • Develop whitepapers or e-books for download in exchange for contact information
    • Host webinars on industry trends and promote through social media
    • Publish case studies showcasing successful client stories
    • Produce engaging videos about product features and benefits
    • Optimise content for search engines to increase visibility
    • Share content regularly on social media platforms
    • Implement a call-to-action on all content to capture leads
    • Collaborate with influencers to expand content reach
    • Analyse content performance and adjust strategies accordingly

  • ⛳️ Strategy 2: Leverage social media advertising

    • Identify the target audience and their preferred social platforms
    • Develop creative ad copy and visuals tailored to the audience
    • Use lead generation forms on social media to capture information
    • Set measurable objectives for each advertising campaign
    • Allocate budget effectively across different platforms
    • Regularly test ad variations to discover what resonates best
    • Use retargeting to engage users who previously interacted with ads
    • Collaborate with micro-influencers to amplify ad reach
    • Monitor ad performance metrics and adjust strategies as needed
    • Schedule regular review meetings to discuss campaign progress

  • ⛳️ Strategy 3: Optimise website for conversions

    • Ensure the website has a clear and compelling value proposition
    • Place strategic calls-to-action throughout the website
    • Use chatbots to engage and capture visitor information instantly
    • Offer free trials or demos with easy signup forms
    • Ensure the website is mobile-friendly and loads quickly
    • Implement A/B testing on landing pages to improve conversion rates
    • Use exit-intent pop-ups to capture visitors before they leave
    • Utilise analytics to understand visitor behaviors and preferences
    • Provide live chat support to answer visitor inquiries
    • Continuously update and improve website content based on feedback
lead-generationcontent-marketingmarketing-strategistcontent-creatormarketing-teamsocial-media-team
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Strategies and tactics for generating leads effectively

  • ⛳️ Strategy 1: Optimise your website for lead conversion

    • Ensure your website has a clear and compelling call-to-action
    • Create dedicated landing pages for specific offers or campaigns
    • Implement A/B testing to refine website elements for better conversion
    • Include contact forms on all key pages of your website
    • Improve page loading speed to decrease bounce rates
    • Add testimonials and case studies to build trust and credibility
    • Utilise live chat tools to engage visitors in real-time
    • Include exit-intent popups to capture departing visitors' information
    • Optimise the website for mobile devices
    • Incorporate analytics to track visitor behaviour and conversions

  • ⛳️ Strategy 2: Leverage content marketing

    • Create valuable, in-depth blog posts tailored to your target audience
    • Use lead magnets like eBooks, whitepapers, or checklists to capture leads
    • Regularly update and promote evergreen content
    • Utilise SEO best practices to increase content visibility
    • Promote content via social media channels
    • Collaborate with industry influencers for guest posts
    • Repurpose popular content into different formats like videos or infographics
    • Host webinars to engage audiences and capture leads
    • Publish customer success stories demonstrating tangible results
    • Utilise gated content to capture audience details

  • ⛳️ Strategy 3: Implement a targeted email marketing campaign

    • Segment your email list based on customer demographics and behavior
    • Craft personalised and engaging email content
    • Create a series of automated drip campaigns to nurture leads
    • Use attention-grabbing subject lines to improve open rates
    • Include strong, clear calls-to-action within emails
    • Utilise customer testimonials and case studies in email content
    • Monitor and analyse email campaign metrics to refine strategies
    • Offer exclusive deals or promotions to incentivise engagement
    • Integrate social sharing buttons in emails
    • Regularly clean and update your email list to maintain quality
lead-generationconversion-optimizationcontent-marketerseo-specialistmarketing-teamweb-development-team
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Strategies and tactics for designing lead generation and qualification methods for consulting services

  • ⛳️ Strategy 1: Identify target audience

    • Create a detailed profile of ideal clients including company size, industry and location
    • Research and list potential industries that require change management and business transformation services
    • Identify key decision-makers within target companies
    • Utilise LinkedIn Sales Navigator to find and connect with decision-makers
    • Analyse current client base to find common characteristics
    • Use industry reports and databases to identify promising companies
    • Segment target companies by their readiness for change and transformation
    • Monitor social media for companies announcing major changes or challenges
    • Subscribe to industry-specific newsletters to keep updated on potential leads
    • Create a referral programme with existing clients and industry contacts

  • ⛳️ Strategy 2: Generate high-quality leads

    • Create a content marketing plan focusing on change management and business transformation
    • Develop case studies showcasing successful past projects
    • Host webinars and online workshops on relevant topics
    • Utilise SEO strategies to drive organic traffic to the consulting firm's website
    • Create targeted email campaigns to promote services
    • Collaborate with industry influencers to increase reach
    • Invest in paid advertising on LinkedIn and Google targeting decision-makers
    • Attend industry conferences and trade shows to network with potential clients
    • Offer free initial consultations to attract interested companies
    • Leverage customer testimonials and reviews to build credibility and attract leads

  • ⛳️ Strategy 3: Prequalify and nurture leads

    • Develop a lead scoring system to rank leads based on their potential value
    • Create a detailed qualification questionnaire to understand client needs and budget
    • Schedule initial discovery calls to gather information and qualify leads
    • Use a CRM system to track and manage leads throughout the sales funnel
    • Segment leads based on their readiness to engage in consulting services
    • Provide personalised follow-up communications to nurture leads
    • Implement a lead nurturing email campaign to keep prospects engaged
    • Offer value-added content such as whitepapers and industry reports to maintain interest
    • Evaluate leads regularly and update their status in the system
    • Train sales and consulting teams on effective qualification techniques
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Strategies and tactics for generating Leads at Slush Event

  • ⛳️ Strategy 1: Leverage targeted digital marketing

    • Conduct audience analysis to identify key personas among Slush attendees
    • Create a targeted advertising campaign on LinkedIn and Twitter to reach potential leads
    • Develop engaging content related to the event to share on social media
    • Set up a landing page dedicated to capturing leads from the campaign
    • Utilise retargeting ads to re-engage visitors who interact with your posts or webpage
    • Allocate $10,000 towards paid social media promotions to ensure visibility
    • Use interactive content such as polls or quizzes to engage the audience
    • Schedule daily updates and reminders leading up to the event
    • Encourage registrations with a special offer or downloadable content
    • Analyse campaign performance daily and adjust strategies as necessary

  • ⛳️ Strategy 2: Enhance on-site presence and networking

    • Design an engaging booth with clear calls to action and capture mechanisms
    • Train event staff to effectively engage and qualify leads
    • Distribute promotional materials that encourage future interaction
    • Organise mini-events or demos at your stand to attract attention
    • Utilise a lead capture app to efficiently collect attendee information
    • Create a networking schedule for key team members to engage targeted attendees
    • Offer exclusive meet-and-greet sessions with industry leaders at your booth
    • Incorporate a creative giveaway linked to lead capture criteria
    • Set a daily lead generation goal for the event team
    • Prepare follow-up communication templates for swift post-event outreach

  • ⛳️ Strategy 3: Conduct engaging pre-event and post-event webinars

    • Identify relevant topics that align with the interests of Slush attendees
    • Secure notable speakers or partners for the webinars to increase attendance
    • Promote webinars via email invitations to pre-registered Slush attendees
    • Use social media to create buzz around the upcoming webinars
    • Host a pre-event webinar to provide valuable insights and capture registration details
    • Encourage webinar participants to book meetings at Slush or visit your booth
    • Collect and analyse participant data to identify high-potential leads
    • Plan a post-event webinar to deepen engagement and nurture captured leads
    • Ensure webinars are interactive, offering Q&A sessions to engage participants
    • Follow up with webinar participants with tailored offers and content
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Strategies and tactics for generating a pipeline of $200K and closing $60K in business in 2 months

  • ⛳️ Strategy 1: Intensify lead generation efforts

    • Identify and target industries with high potential for $15K deals
    • Create targeted email campaigns for lead generation
    • Conduct cold calling sessions daily
    • Utilise LinkedIn Sales Navigator for prospecting
    • Attend relevant industry events and conferences
    • Implement a referral programme to encourage existing customers to refer leads
    • Collaborate with marketing for content-driven lead generation
    • Run social media ad campaigns focusing on target audience
    • Host webinars to attract potential leads
    • List on B2B marketplaces and directories

  • ⛳️ Strategy 2: Optimise lead nurturing processes

    • Segment leads based on industry and fit
    • Create a follow-up schedule for each lead segment
    • Personalise outreach emails for better engagement
    • Use CRM software to track and manage leads
    • Schedule regular check-ins with leads
    • Provide value through educational content like case studies and whitepapers
    • Host live Q&A sessions to address lead concerns
    • Send periodic updates about product improvements and features
    • Offer free trials or demos to qualified leads
    • Identify and engage decision-makers within lead organisations

  • ⛳️ Strategy 3: Enhance deal closing techniques

    • Prepare customised proposals for each lead
    • Outline clear value propositions in sales meetings
    • Utilise a script for objection handling
    • Offer limited-time discounts or incentives
    • Schedule product demos to demonstrate value
    • Establish a sense of urgency in communications
    • Leverage testimonials and case studies during negotiations
    • Regularly update and track sales pipeline in CRM
    • Set weekly sales targets and review progress
    • Schedule follow-ups immediately after sales meetings
lead-generationdeal-closingsales-managermarketing-coordinatorsales-teammarketing-team
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Strategies and tactics for generating more leads via influencer marketing for a B2B SaaS product

  • ⛳️ Strategy 1: Identify and engage with relevant influencers

    • Research and compile a list of influencers in the B2B SaaS space
    • Analyse each influencer’s audience demographics and engagement rates
    • Select influencers who align with your brand values and have substantial reach
    • Initiate contact through personalised emails or messages
    • Offer to provide them with a free trial or demo of your SaaS product
    • Negotiate terms of the partnership, including deliverables and compensation
    • Provide them with marketing materials and key product information
    • Create a custom discount code or offer for their audience
    • Engage regularly with their content to build a stronger relationship
    • Monitor and assess the performance of each influencer partnership

  • ⛳️ Strategy 2: Create collaborative content to showcase your product

    • Brainstorm content ideas that highlight the benefits of your SaaS product
    • Collaborate with influencers to co-create blog posts, case studies, or whitepapers
    • Produce high-quality videos or webinars featuring the influencer using your product
    • Host live Q&A sessions with influencers to answer potential customers' questions
    • Encourage influencers to share behind-the-scenes content of them using your product
    • Share collaborative content across your own social media channels and website
    • Optimise all content for SEO to increase its discoverability
    • Track the performance of each content piece in terms of engagement and lead generation
    • Request testimonials or reviews from influencers to use in your marketing materials
    • Repurpose the best-performing content into different formats to extend its reach

  • ⛳️ Strategy 3: Leverage social media platforms for influencer campaigns

    • Choose social media platforms where your target audience is most active
    • Coordinate with influencers to create sponsored posts or stories
    • Develop a consistent posting schedule for influencer content
    • Use relevant hashtags to increase the visibility of influencer posts
    • Encourage influencers to share user-generated content from their followers
    • Run joint contests or giveaways to boost engagement and attract leads
    • Use paid promotions to amplify the reach of influencer content
    • Monitor social media analytics to measure the success of influencer campaigns
    • Adjust your strategy based on feedback and performance data
    • Maintain ongoing communication with influencers to ensure campaign alignment
influencer-marketinglead-generationinfluencer-managercontent-creatormarketing-teamsocial-media-team
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Strategies and tactics for generating leads on social media

  • ⛳️ Strategy 1: Optimise your Facebook presence

    • Create a compelling Facebook business page with complete and accurate information
    • Develop engaging and regular content tailored to your target audience
    • Utilise Facebook ads to specifically target potential leads
    • Engage with your audience through comments and messages promptly
    • Host Facebook live sessions to connect directly with your audience
    • Post customer testimonials and success stories regularly
    • Incorporate call-to-action buttons on your page and posts
    • Analyse Facebook insights regularly to understand audience behaviour
    • Share value-driven content like tips and insights specific to your industry
    • Run contests or giveaways to increase engagement

  • ⛳️ Strategy 2: Leverage multi-platform marketing

    • Identify and engage with other social media platforms where your audience is active
    • Repurpose successful Facebook content for other platforms like Instagram and Twitter
    • Utilise LinkedIn for B2B lead generation by joining relevant groups
    • Regularly schedule posts across platforms using a social media management tool
    • Engage with influencer collaborations to reach a wider audience
    • Create a content calendar that integrates all platforms
    • Implement hashtags strategies relevant to each platform
    • Host social media challenges that encourage sharing and tagging
    • Promote cross-platform sharing by adding links to other social media accounts
    • Monitor and analyse engagement metrics on each platform to adjust strategy

  • ⛳️ Strategy 3: Develop a lead capture strategy

    • Design and share lead magnets like ebooks or free consultations
    • Create dedicated landing pages for lead capture from social media
    • Implement a chatbot on Facebook to guide potential leads
    • Offer exclusive content to social media followers for providing contact details
    • Set up Facebook Pixel to retarget people who have shown interest
    • Collaborate with industry partners for co-branded promotions
    • Utilise Facebook groups as a platform for community building and lead generation
    • Regularly test and optimise call-to-action and landing page designs
    • Track the journey of the leads from social media to conversion
    • Follow-up with leads using personalised email campaigns
lead-generationsocial-media-marketingsocial-media-managercontent-strategistmarketing-teamdigital-engagement-team
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Strategies and tactics for enhancing lead generation and sales

  • ⛳️ Strategy 1: Leverage social media platforms

    • Identify the target audience and the social media platforms they use most frequently
    • Create engaging and high-quality content showcasing design work and client testimonials
    • Utilise social media advertising tools like Facebook Ads to reach a wider audience
    • Engage with followers by responding to comments and messages promptly
    • Collaborate with influencers in the interior design niche for brand exposure
    • Run contests and giveaways to increase engagement and reach
    • Monitor social media analytics to understand what content performs best
    • Set up a content calendar for consistent posting
    • Utilise Instagram and Pinterest for visual showcases of design projects
    • Create targeted ads aimed at specific demographics or interests

  • ⛳️ Strategy 2: Optimise the website for SEO

    • Conduct keyword research to identify terms potential clients search for
    • Incorporate these keywords naturally into website content, including titles and meta descriptions
    • Create a blog with content that educates and informs the target audience about interior design
    • Ensure the website is mobile-friendly and loads quickly
    • Build backlinks by collaborating with related sites and design blogs
    • Utilise local SEO strategies to attract clients in your area
    • Use structured data to enhance search engine listings
    • Update and maintain the Google My Business profile with current information
    • Optimise images with alt text and descriptive filenames
    • Monitor and adjust SEO strategies based on analytics and performance

  • ⛳️ Strategy 3: Implement targeted advertising campaigns

    • Define clear goals and metrics to measure the success of advertising campaigns
    • Utilise Google Ads to target specific keywords related to interior design services
    • Create visually appealing advertisements tailored to the interests of the target audience
    • A/B test different ad copies and visuals to see which perform best
    • Set a realistic advertising budget and monitor spending closely
    • Create remarketing ads to re-engage users who have visited the website
    • Use analytics tools to track the performance and ROI of advertising campaigns
    • Adjust targeting settings based on audience engagement and feedback
    • Integrate high-quality lead capture forms in ads to gather potential client information
    • Collaborate with advertising platforms for advanced strategies and insights
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Strategies and tactics for generating leads

  • ⛳️ Strategy 1: Optimise digital marketing efforts

    • Conduct keyword research to identify top-performing search terms
    • Optimise website content for SEO to improve search engine rankings
    • Implement a pay-per-click advertising campaign with targeted keywords
    • Create engaging blog content to drive organic traffic
    • Utilise social media platforms to reach a broader audience
    • Design high-converting landing pages with clear calls-to-action
    • Implement A/B testing for digital ad campaigns to refine tactics
    • Establish a retargeting campaign to engage previous website visitors
    • Track digital marketing metrics to measure effectiveness
    • Refine digital marketing strategies based on performance data

  • ⛳️ Strategy 2: Leverage content marketing

    • Develop a content calendar with a schedule for regular publications
    • Produce high-quality lead magnets such as ebooks or whitepapers
    • Engage industry influencers for guest blogging opportunities
    • Host webinars and virtual events on relevant topics
    • Create informative infographics to simplify complex information
    • Write case studies showcasing successful client stories
    • Offer exclusive access to new content for email subscribers
    • Create video content relevant to audience interests
    • Promote content on relevant online forums and discussion boards
    • Monitor and respond to comments to engage with potential leads

  • ⛳️ Strategy 3: Enhance networking and partnerships

    • Attend relevant industry conferences and trade shows
    • Join local business associations and networking groups
    • Establish partnerships with complementary businesses for joint promotions
    • Reach out to past clients for referrals and testimonials
    • Collaborate with industry experts for co-branded content
    • Organise local meetups or workshops for potential customers
    • Leverage LinkedIn for professional networking and engagement
    • Offer exclusive deals for referrals from business partners
    • Create an ambassador programme to incentivise referrals
    • Regularly update business contacts on new offerings
digital-marketingnetworkingcontent-creatordigital-marketermarketing-teambusiness-development-team
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Strategies and tactics for determining Sales Funnel Metrics to Achieve Monthly Revenue Goals

  • ⛳️ Strategy 1: Calculate funnel metrics

    • Determine the number of $2,000 and $20,000 course sales needed to achieve $1 million revenue per month
    • Calculate average daily revenue targets
    • Estimate total number of required sales per month for each course
    • Assess current conversion rates from freebie to sales page
    • Identify daily visitors needed to the sales page to meet sales targets
    • Factor in current email open and click rates to convert subscribers into sales
    • Calculate required daily new subscribers to achieve desired click rates
    • Set daily lead acquisition targets based on required funnel visits
    • Analyse engagement on social media platforms to drive traffic to freebies
    • Refine metrics based on ongoing data analysis and adjustments

  • ⛳️ Strategy 2: Optimise freebie offerings and sales funnel

    • Develop high-converting lead magnets like PDFs or free webinars
    • Promote freebies across social media platforms including IG, FB, Pinterest, TikTok
    • Enhance website and blog content to drive organic traffic to freebies
    • Optimise email marketing strategies to increase open and click rates
    • Create compelling sales pages for $2k and $20k courses
    • Implement automated email sequences to nurture leads
    • A/B test different freebie offerings to maximise conversion rates
    • Offer value-driven content that addresses pain points of target audience
    • Run targeted ad campaigns to drive traffic to freebie signups
    • Monitor and analyse funnel performance consistently for improvements

  • ⛳️ Strategy 3: Increase booking of sales calls

    • Develop a compelling webinar to introduce $20k course
    • Utilise landing pages to promote webinar registrations
    • Follow up with webinar attendees with personalised email sequences
    • Set up a scheduling system for booking sales calls directly from emails and webinars
    • Provide testimonials and case studies to build trust during webinars
    • Utilise social proof and urgency tactics to encourage call bookings
    • Train sales team to handle objections and close high-ticket sales
    • Implement retargeting ads to re-engage interested leads
    • Utilise influencer partnerships to promote sales calls
    • Continuously optimise sales call scripts based on performance feedback
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How to track your Lead Generation strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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