| Lead-generation strategy brief | Objectives, ICP, audience segments, channel roles, constraints and assumptions | Executive brief | Discovery and strategy | Business goals, sales input and existing data |
| ICP and qualification framework | Fit criteria, need indicators, disqualification rules, MQL/SQL definitions and handoff logic | Framework document | Strategy and setup | Customer profile, offer details and sales requirements |
| Target account and prospect list | Companies, contacts, roles, enrichment fields, source notes and validation checks | Spreadsheet or CRM-ready file | Research and production | Territories, segments, exclusions and compliance rules |
| Messaging and sequence assets | Email copy, LinkedIn messages, call prompts, objection responses and personalization rules | Copy deck and platform templates | Setup and activation | Approved claims, proof points and brand guidance |
| Campaign setup documentation | Tool configuration, list logic, sending rules, tracking fields, QA checklist and launch notes | Implementation record | Setup | Platform access and approvals |
| Lead capture and form recommendations | Landing page, form, source tracking, routing and follow-up improvements | Audit and requirements backlog | Audit and optimisation | Website, analytics and CRM access |
| CRM pipeline and reporting setup | Stages, fields, lead source rules, ownership, views and reporting requirements | CRM brief or configured views | Setup and reporting | CRM access and sales process definitions |
| Weekly or monthly performance report | Activity, responses, lead quality, meetings, lessons, risks and next actions | Dashboard and narrative report | Managed service | Sales feedback and meeting outcomes |
| Quality assurance review | Data sample checks, message review, deliverability indicators, routing accuracy and CRM completeness | QA checklist and findings log | Ongoing delivery | Access to records and agreed standards |
| Handover and training materials | Process guide, templates, definitions, reporting instructions and improvement backlog | Documentation and session notes | Handover or ongoing support | Relevant team attendance and ownership |