What Is Lead Prospecting? How It Works + 6 Steps to Do It Proper

Editorial Team
23 Min Read


Contents
What’s Lead Prospecting?Lead Prospecting Vs Lead Technology – The Basic Distinction?Lead Prospecting = Actively Looking for TargetsLead Technology = Constructing/Attracting CuriosityEasy methods to Do Lead Prospecting (Step-by-Step Framework)1. Outline Your ICP (It’s the Basis for Sensible Prospecting)2. Create a Speculation-Pushed Prospecting Technique3. Use Purchaser Intent and Context to Prioritize Leads4. Section Leads by Readiness and Funnel Stage5. Analysis to Discover the Hook (15–30s Rule)6. Monitor With a CRM WorkflowThe place to Discover Leads for Prospecting (and Which Channel Works Greatest)1. B2B Lead Databases – For Quick, Scalable Prospecting2. LinkedIn – For Guide Prospecting & Hyper-Personalization3. Web site Guests & Technographics – For Excessive-Intent Focusing on4. CRM, Inactive Leads & Pipeline – Greatest for Re-Prospecting5. Startup & Firm Directories – For Area of interest or Rising AccountsInstruments That Make Lead Prospecting 10x Quicker (and Smarter)1. Saleshandy AI Lead Finder – For Fast Lead Search2. LinkedIn + Saleshandy Join – For Guide Prospecting3. Apollo – For Giant-Scale Database Prospecting4. Wappalyzer / BuiltWith – For Tech Stack-Primarily based ProspectingMy Lead Prospecting Workflow (What I Really Do)Frequent Lead Prospecting Errors That Kill Your PipelineMistake #1: Utilizing Static ICPsMistake #2: Relying Too Closely on FiltersMistake #3: No Prospect Scoring or BucketingMistake #4: Sending Outreach With out AnalysisMistake #5: Not Logging or Tagging Prospect InformationMistake #6: Treating Prospecting as a One-Time JobTL;DR – Prospecting Executed Proper = Higher PipelineFAQs1. How do I qualify a lead throughout prospecting?2. What number of leads ought to I prospect every day?3. Can I automate lead prospecting?

“Spray and pray” is a curse.

And one way or the other, most gross sales reps are affected by it.

They ship mass emails with out a plan. Purchase random contact lists. Chase the improper individuals on the improper time. After which marvel why the reply price is close to zero.

The reality? You don’t have a lead era drawback. You will have a prospecting drawback.

The factor is – You should strategically establish the best individuals.

On this weblog, I’ll stroll you thru a step-by-step prospecting framework that really works in 2025.

You’ll study:

  • What lead prospecting actually is (and the way it’s totally different from lead gen)
  • The place to search out certified leads (and which channels work for what intent)
  • The instruments, templates, and workflows I personally use
  • And the largest errors that silently kill your pipeline

Should you’re severe about filling your funnel with high-intent leads, this information is for you.

What’s Lead Prospecting?

Most individuals confuse lead prospecting with lead era or chilly outreach. However right here’s the actual definition:

Lead prospecting is the method of figuring out potential consumers who match your best buyer profile (ICP).

It includes the method of analysis and preparation to interact with them in a personalised approach.

And it’s extra about beginning conversations with the proper individuals (ie, those who usually tend to convert).

You may consider it because the step earlier than you determine to pitch somebody. It’s the place you:

  • Seek for related prospects
  • Determine whether or not a lead is value your time
  • Perceive their position, ache factors, and shopping for intent
  • Discover indicators that justify your outreach

Lead Prospecting Vs Lead Technology – The Basic Distinction?

I gained’t blame anybody who lumps lead era and lead prospecting into the identical bucket. It’s as a result of they’re carefully associated.

However they serve very totally different functions in your gross sales funnel.

Lead Prospecting = Actively Looking for Targets

Prospecting, however, is a proactive strategy. You exit and:

  • Seek for leads that match your ICP
  • Filter prospects primarily based on firmographics and intent indicators
  • Analysis them individually or at scale
  • Qualify them earlier than initiating a personalised outreach

Lead Technology = Constructing/Attracting Curiosity

Lead era is about getting individuals to lift their hand. This contains methods like:

  • Operating LinkedIn or Google adverts
  • Providing lead magnets (eBooks, webinars, checklists)
  • Capturing inbound leads out of your web site
  • Or sending chilly emails to potential consumers

Right here’s a side-by-side comparability:

Easy methods to Do Lead Prospecting (Step-by-Step Framework)

Many individuals ask me:
“How the hell did you hit that sort of income progress?”

The reality is, it wasn’t magic.

Only a prospecting framework I’ve fine-tuned through the years — and now I’m sharing the precise 6-step course of I take advantage of (and advocate) to search out higher leads, sooner.

  1. Outline Your ICP to Keep away from Focusing on the Mistaken Folks
  2. Create a Speculation-Pushed Prospecting Technique
  3. Use Purchaser Intent and Context to Prioritize Leads
  4. Section Leads by Readiness and Funnel Stage
  5. Analysis to Discover the Hook (15–30s Rule)
  6. Monitor With a CRM Workflow

1. Outline Your ICP (It’s the Basis for Sensible Prospecting)

This step is the place most reps go improper.

Don’t simply outline your ICP with lazy tags like “SaaS” or “Advertising and marketing Supervisor.”

You should go deeper. You should search for indicators like:

  • Are they at the moment experiencing the ache you resolve?
  • Do they already use a competing device?
  • Are they hiring for roles that point out a shift or want?

That is the way you keep away from losing time on prospects that’ll by no means purchase.

I’ve created a complete information on the right way to create an Splendid Buyer Profile (ICP). Do test it out.

2. Create a Speculation-Pushed Prospecting Technique

Don’t depend on intestine really feel. (Psst: Most entrepreneurs and entrepreneurs do that. Which is WRONG.)

You want knowledge to again down your speculation.

So, begin with a strong persona speculation:

“We’re concentrating on Heads of RevOps at B2B SaaS corporations, 50–200 workers, who not too long ago raised Collection A–B, and are hiring SDRs.”

Then take a look at that batch. See how they reply. Monitor in the event that they click on, open, convert.

Suppose the response is rubbish, then you have to improvise.

Prospecting is half science, half iteration.

3. Use Purchaser Intent and Context to Prioritize Leads

Anybody can pull a lead checklist.

What issues is why now. Why would this individual care right this moment?

You want a minimum of certainly one of these:

  • A set off (they launched a product, posted a ache level, employed a crew)
  • A context (they use XYZ device, or have a damaged course of you’ll be able to spot)
  • A motive for relevance (you’ve helped an analogous firm with this actual drawback)

Instruments like Saleshandy’s AI Lead Finder, Clay, or Apollo can floor this context if you know the way to immediate them proper.

4. Section Leads by Readiness and Funnel Stage

Don’t deal with each lead the identical.

When you discover a batch, section them like this:

  • Precedence A = Matches ICP + robust sign → personalize outreach
  • Precedence B = Matches ICP however generic sign → semi-personalized
  • Precedence C = Broad match, no sign → heat with adverts or low-effort touches

This prevents you from burning nice leads with lazy messages — or spending 10 minutes researching somebody who gained’t reply.

5. Analysis to Discover the Hook (15–30s Rule)

No, you don’t must spend 10 minutes per lead.

However spend 15–30 seconds in search of the one factor that may anchor your message:

  • A hiring publish
  • A tech swap
  • A line from their About web page
  • A quote they dropped on LinkedIn
  • A symptom they’re clearly experiencing

The aim: Use it to open the door. As soon as they reply, then you promote.

6. Monitor With a CRM Workflow

Should you’re doing this at scale, prospecting can get messy quick.

  • Use a CRM or spreadsheet to tag leads with what sign you noticed
  • Word your outreach date, consequence, and follow-up plan
  • Construct a suggestions loop so you’ll be able to see which hypotheses are changing

Most reps simply “spray and pray” with out monitoring. Nice prospectors? They construct prospecting engines.

The place to Discover Leads for Prospecting (and Which Channel Works Greatest)

You may’t prospect with out prospects.

However the actual drawback? – Most reps both look within the improper locations, or they don’t know when to make use of which channel.

Right here’s how I break it down.

  1. B2B Lead Databases – For Quick, Scalable Prospecting
  2. LinkedIn – For Guide Prospecting & Hyper-Personalization
  3. Web site Guests & Technographics – For Excessive-Intent Focusing on
  4. CRM, Inactive Leads & Pipeline – Greatest for Re-Prospecting
  5. Startup & Firm Directories – For Area of interest or Rising Accounts

1. B2B Lead Databases – For Quick, Scalable Prospecting

If you wish to construct an inventory quick and attain out at quantity, nothing beats B2B databases.

What they’re:

B2B knowledge platforms like Saleshandy, Apollo, or Cognism provide you with entry to thousands and thousands of contacts — filtered by job title, trade, location, firm measurement, funding, and many others.

Easy methods to use them well:

  • Don’t export leads blindly. Begin with a decent ICP filter, even when it’s simply 300 information.
  • Use built-in intent indicators if out there (hiring exercise, tech used, latest funding).
  • Check totally different segments — e.g., “HR Heads at Collection A SaaS startups within the US hiring SDRs”.

Professional Tip: Use dependable sources to purchase e mail lists.

For instance, when you use Saleshandy Lead Finder, then all you have to do is give a pure immediate (like “HR heads in bootstrapped edtechs with <100 workers”).

And it’ll discover leads that meet your search standards. It’s very a lot beginner-friendly.

Use this when: Early-stage prospecting, particularly while you need to feed your chilly outreach engine or A/B take a look at ICP hypotheses at scale.

2. LinkedIn – For Guide Prospecting & Hyper-Personalization

If lead databases are for scale, LinkedIn is for precision.

You get to see a prospect’s latest posts, firm updates, and mutual connections — all of which provide help to tailor your messaging.

What It’s greatest for:

  • Manually prospecting high-value accounts
  • Researching contacts earlier than messaging them
  • Discovering decision-makers who match area of interest roles or titles

Easy methods to use it well:

  • Use LinkedIn E mail Finders to drag emails of ideal-fit leads whereas looking their profile
  • Learn latest posts, feedback, or articles to search out hooks
  • Use LinkedIn Gross sales Navigator to transcend primary filters (previous corporations, teams, exercise, and many others.)

Professional tip: Don’t copy-paste firm names from LinkedIn into your CRM. Use instruments that save the prospects with out you switching tabs.

Use this when: Mid-stage prospecting. Splendid while you’re concentrating on decision-makers in particular corporations, doing account-based outreach, or researching heat leads earlier than messaging them.

3. Web site Guests & Technographics – For Excessive-Intent Focusing on

Generally, the very best leads are those already displaying indicators — visiting your web site, utilizing your competitor’s tech, or in search of your resolution.

What to make use of:

  • Instruments like Clearbit Reveal, Elements.ai, or Albacross present you who’s visiting your web site — even when they don’t fill out varieties.
  • You get firm names, pageviews, go to frequency, location, tech stack, and extra.

Easy methods to use it well:

  • Apply new filters (e.g., “Leads who didn’t reply 3 months in the past however now match ICP v2”)
  • Craft particular reactivation messaging like “Final time we spoke, this wasn’t a precedence — has that modified?”

Professional tip: These leads are sooner to heat up than chilly ones — don’t ignore them when the pipeline slows down.

Use this when: You’re making an attempt to succeed in out to heat prospects. If somebody matches your ICP and has been lurking round your web site — they’re ripe for outreach.

4. CRM, Inactive Leads & Pipeline – Greatest for Re-Prospecting

Not all “useless” leads are literally useless. Usually, they had been simply not prepared. Revisiting leads from 3–6 months in the past — and even churned customers — can unlock hidden income.

I’ve seen reps re-open $20K+ offers simply by remodeling previous accounts with new positioning.

What to do:

  • Dig into stale alternatives, closed-lost, and even previous publication signups
  • Filter by final engagement date + lead standing + deal measurement
  • Re-score and re-segment them primarily based in your newest ICP or choices

Use this when: You’re doing a pipeline refresh, chasing quarterly targets, or have a brand new GTM angle. You may even use them while you’re cleansing up your CRM. Run filters by lead standing + final exercise date + stage.

5. Startup & Firm Directories – For Area of interest or Rising Accounts

In case your ICP contains startups, VCs, or high-growth corporations – then platforms like Crunchbase, PitchBook, or Startup Rating (even Product Hunt) are goldmines.

Easy methods to use them well:

  • Seek for corporations by latest funding, sector, headcount progress, and many others.
  • Export startup lists and cross-check with LinkedIn or Apollo for contact knowledge
  • Prioritize those who match your purchaser persona and present lively hiring or enlargement

Professional tip: Use Org Charts to know the corporate hierarchy and goal the best choice maker to your resolution.

Use this when: You need contemporary accounts with excessive shopping for intent and price range.

Instruments That Make Lead Prospecting 10x Quicker (and Smarter)

Apparent truth: Good prospecting is time-consuming.

However however however….when you have the best instruments, you’ll be able to reduce down hours of guide work and nonetheless hit high quality.

Right here’s a stack I personally advocate (as a result of I’ve used most of those in real-life campaigns):

As a substitute of spending hours constructing filters, Saleshandy’s AI Lead Finder works like ChatGPT for lead era.

  • You simply kind a pure immediate (e.g., “Advertising and marketing heads at D2C startups hiring actively within the US”)
  • The AI auto-pulls firm + contact knowledge — full with verified emails and LinkedIn URLs
  • It’s like having a lead researcher on demand — with out filters, exports, or CSV ache

Additionally, upon getting leads, you’ll be able to instantly plug them into chilly e mail campaigns inside Saleshandy – you gained’t have to modify instruments.

2. LinkedIn + Saleshandy Join – For Guide Prospecting

Should you choose constructing laser-targeted lists your self:

  • Use LinkedIn Search + Filters to search out actual individuals
  • Then use the Saleshandy Join to extract verified emails in a single click on
  • Works on each LinkedIn profiles and Gross sales Navigator

Professional tip: That is one of the simplest ways to construct heat, customized lead lists – particularly for ABM or area of interest outreach.

It’s also possible to use these easy methods to search out somebody’s e mail deal with.

3. Apollo – For Giant-Scale Database Prospecting

Want a conventional database with thousands and thousands of contacts? Apollo’s your go-to:

  • Filters by job title, tech used, income, funding, and extra
  • Has intent knowledge + e mail verification
  • Nice for scaling top-of-funnel

Simply ensure you don’t rely solely on filters – qualify additional earlier than outreach.

It’s also possible to membership Apollo with e mail verification instruments so to double-check the information earlier than reaching out.

4. Wappalyzer / BuiltWith – For Tech Stack-Primarily based Prospecting

These instruments provide help to:

  • Discover corporations utilizing particular instruments (e.g., Shopify, HubSpot, Salesforce)
  • Nice in case your ICP is dependent upon a sure tech stack
  • Plug these domains into LinkedIn/Apollo to search out decision-makers

Use this when: Your product solves an issue tied to a platform (e.g., a Shopify upsell app).

My Lead Prospecting Workflow (What I Really Do)

This isn’t a idea. That is how I really prospect for leads.

It really works even after I’m concentrating on founders, progress entrepreneurs, or IT heads.

And nope, I don’t observe some overly inflexible SOP. However right here’s what my typical workflow appears like:

Step 1: Outline ICP

→ It will be primarily based on ARR, hiring intent, geography, tech, and many others.

Step 2: Discover leads by way of

→ AI Lead Finder (prompt-based search)
→ LinkedIn Search + Saleshandy Chrome Extension

Step 3: Qualify in real-time

→ Search for shopping for indicators (hiring, exercise, ICP match)
→ Filter out irrelevant contacts

Step 4: Bucket primarily based on outreach technique

→ Chilly Outbound (tag in Saleshandy)
→ Heat Nurture (LinkedIn + retargeting)
→ Lengthy-Time period (Notion, CRM tag)

Step 5: Personalize + Launch

→ Write hook line (or use AI help)
→ Add to sequence (e mail + LinkedIn)

Step 6: Monitor responses & refine ICP if wanted

Right here’s a n8n workflow we use for qualifying Calendly Demo Requests with GPT-4 & Path to Saleshandy afterward.

Frequent Lead Prospecting Errors That Kill Your Pipeline

Most individuals aren’t working dangerous campaigns.

They’re simply concentrating on the improper individuals, with the improper message, on the improper time.

Listed here are the silent killers I see approach too typically (and the right way to keep away from them):

Mistake #1: Utilizing Static ICPs

Your ICP isn’t a PDF. It’s a speculation that evolves along with your learnings.

Markets change. Personas shift. Shopping for habits evolves.

Repair: Revisit your ICP each quarter primarily based on precise replies, objections, and gross sales wins. Adapt or die.

Mistake #2: Relying Too Closely on Filters

Simply because somebody matches your filter (CTO + SaaS + 51–200 workers) doesn’t imply they need to listen to from you.

Repair: Layer in intent indicators (job posts, tech stack adjustments, content material engagement) and context (trade motion, hiring patterns) to prioritize.

Mistake #3: No Prospect Scoring or Bucketing

Should you deal with all prospects equally, you’ll waste power chasing the coldest ones first.

Repair: Bucket leads primarily based on readiness:

  • Excessive-fit + high-intent = attain out now
  • Excessive-fit + low-intent = nurture until heat
  • Low-fit = skip

Mistake #4: Sending Outreach With out Analysis

Spray-and-pray messages die in spam. Prospects can scent laziness.

Repair: Spend 30–60 seconds to discover a hook:

Current rent? Content material share? Podcast quote? That’s your opening line.

Mistake #5: Not Logging or Tagging Prospect Information

In case your CRM is chaotic, your pipeline can be too.

Repair: Tag primarily based on funnel stage, persona, ache factors, and objection kind.

It compounds over time — higher personalization, higher insights.

Mistake #6: Treating Prospecting as a One-Time Job

Prospecting isn’t a batch exercise. It’s a every day self-discipline.

Repair: Construct a repeatable system: X leads/day, clear tagging, automated analysis inputs, and suggestions loops with gross sales.

TL;DR – Prospecting Executed Proper = Higher Pipeline

Lead prospecting isn’t just discovering contacts — it’s about filtering, qualifying, and prepping them earlier than outreach.

It sits between lead sourcing and lead era — appearing because the essential bridge between uncooked knowledge and precise pipeline.

A sensible prospecting workflow includes:
→ Defining your ICP
→ Constructing hypotheses and testing them
→ Utilizing shopping for intent + context filters
→ Segmenting primarily based on engagement readiness
→ Doing speedy analysis for personalization
→ Logging and monitoring each lead touched

Instruments like Saleshandy, Apollo, LinkedIn extensions, and knowledge suppliers can drastically velocity this up – however the technique is what makes it scalable.

FAQs

1. How do I qualify a lead throughout prospecting?

Verify in the event that they match your ICP, in the event that they maintain decision-making energy, in the event that they’ve proven shopping for intent, and whether or not there’s an actual drawback you’ll be able to resolve. Contextual analysis is essential — job adjustments, tech stack, latest funding, hiring patterns — all depend as qualification indicators.

2. What number of leads ought to I prospect every day?

It is dependent upon your course of and personalization degree. An excellent SDR can prospect 30–50 high-quality leads/day manually or 100+ with the assistance of automation, scraping, and enrichment instruments — supplied high quality doesn’t drop.

3. Can I automate lead prospecting?

Partially, sure. Instruments can assist you filter, discover emails, and enrich knowledge. However actual prospecting — like qualifying primarily based on context and discovering customized hooks — nonetheless wants human enter or sensible prompts to information AI.

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