| ICP and buyer segment map | Target company types, decision-makers, pains, triggers, exclusions, and qualification criteria. | Strategy document or worksheet | Discovery and strategy | Product, current customers, market assumptions, sales feedback |
| Lead generation strategy plan | Recommended channels, campaign priorities, message themes, lead stages, and measurement approach. | Planning document | Scope definition | Business goals, budget range, internal resources |
| Prospect research criteria | List rules, data fields, enrichment approach, suppression criteria, and review process. | Research brief and spreadsheet fields | Setup | Geographies, industry focus, exclusions, CRM access |
| Campaign asset set | Outreach drafts, landing page messaging notes, lead magnet ideas, CTA guidance, and nurture themes. | Copy deck, documents, or CMS-ready notes | Production | Brand guidelines, approvals, offer details |
| CRM workflow recommendations | Lead source naming, lifecycle stages, assignment rules, scoring logic, and handoff process. | Workflow map and implementation notes | Implementation | CRM access, sales process, user roles |
| Quality assurance checklist | Data checks, copy review, form testing, tracking validation, and handoff verification. | Checklist | QA and launch | Final approval and platform access |
| Reporting dashboard | Lead volume, source mix, qualification quality, conversion stages, follow-up status, and optimization notes. | Dashboard or report | Reporting and optimization | CRM data, analytics access, sales feedback |
| Operating playbook | Campaign steps, roles, review cadence, escalation points, and documentation for ongoing delivery. | Documented playbook | Ongoing support | Final workflow decisions and stakeholder sign-off |