Getting Started

This guide walks you through Lead Qualifier by workflow. You’ll learn what each piece means and how to use it in the right order.

The Outbound Workflow (At a Glance)

ICP → Campaign → Leads → Approve → Send → Track replies & follow up

Everything in Lead Qualifier follows this flow. We’ll go step by step.

1. Sign in & Invite Your Team

Sign in with your organization email. If you’ve been invited, you’ll receive a link to set your password and join the workspace.

Invite teammates: Go to Settings → Users, add their emails, and they’ll get a password-set link to join. Everyone in the org shares the same campaigns, leads, and inbox.

2. Define Your ICP (Ideal Customer Profile)

What is an ICP? Your ICP describes who you want to reach: job titles, industries, company size, and geography. Lead Qualifier uses it to score and prioritize leads, and to draft context-aware outreach.

Before importing leads, define one or more ICP profiles:

1. Go to ICP Profiles in the sidebar
2. Create a new profile (e.g. “Enterprise HealthTech CTO”, “SMB SaaS Founder”)
3. Set targeting rules:
   • Job titles — CTO, VP Engineering, Head of Product, etc.
   • Industries — Healthcare, FinTech, SaaS
   • Company size — Employee ranges (1–10, 11–50, 51–200, etc.)
   • Geography — Countries and regions

The system uses this to score every lead and tailor the AI-generated emails. You can have multiple ICP profiles (e.g. one for enterprise, one for SMB).

3. Create a Campaign

What is a Campaign? A campaign connects your ICP to a lead source. It’s the pipeline that brings leads into the system. One campaign = one ICP + one source.

1. Go to Campaigns
2. Click New Campaign
3. Name it (e.g. “HealthTech CTOs – Apollo”)
4. Select an ICP profile
5. Choose a lead source:
   • Apollo — Sync from Apollo.io
   • Redrob — Sync from Redrob (India-focused)
   • CSV — Upload a CSV file
6. Configure filters if needed (e.g. company size, region)

Once created, leads flow in and are automatically scored against the ICP.

4. Understand Leads & Scoring

What is a Lead? A lead is a contact (person + company) that came from a campaign. Each lead gets two scores:

Leads are also assigned a priority tier (A1, B1, etc.) based on both scores. High ICP + high reachability = work those first.

Where to see leads: Leads — list with scores and status. Click any lead for full detail: contact info, company context, approach angle, and conversation thread.

5. Approve & Send Outreach

Before any email goes out, it must be approved.

1. AI drafts an email for each lead based on ICP, reachability, and approach angle
2. Drafts appear in Approvals or on the Lead Detail page
3. You approve, reject, or request a re-draft
4. On approval, the email is sent directly from Lead Qualifier (no Gmail tab)

This keeps outreach on-brand and compliant.

6. Track Replies & Follow Up

Lead Inbox is where replies and follow-ups live:

• Replies — All replies land here with previews. Click through to the lead detail page for the full conversation
• Follow-ups — Automated sequences (e.g. Day 3, Day 7, Day 14). “Due Today” shows who needs a follow-up
• Pending — Leads that need attention

Replies are sent via your configured email (e.g. outreach@yourcompany.com) and tracked in the conversation thread. If a lead replies, follow-up steps are automatically cancelled.

7. Use the Dashboard Daily

The Dashboard is your daily starting point:

• Follow-ups due today — Approve and send in one click
• Recent activity — Approvals, sends, replies
• Campaign and lead metrics — Pipeline at a glance

Quick Reference

Next: Dashboard & Overview