How to Master Lead Generation and Outreach with LindyAI

Step 1: Set Up a Lead Generator Lindy

Start by visiting lindy.ai and signing into your account. Create a new Lindy using the “Lead Generator” template:

• Click the “+” button in the sidebar and select “Start from template.”
• Choose “Lead Generator” and set the trigger to “Message Received.”
• Define search criteria (e.g., “10 software engineers in Seattle”) using the People Data Labs action.

This Lindy will search for leads based on your criteria and organize them into a Google Sheet.

Step 2: Connect to Google Sheets

In the workflow editor, locate the “Create Spreadsheet” action:

• Set “Title” and “Sheets” to “Auto” for automatic naming and column creation.
• Authenticate your Google account to grant access.
• Save the workflow.

Lindy will create a new Google Sheet for each search, populating it with lead data like names, titles, and LinkedIn profiles.

Step 3: Prompt for Leads

In the “Tasks” view, message your Lead Generator Lindy with criteria like “Find 10 marketing directors in New York.” Lindy will process the request and send you a Google Sheet link with the leads. You can also ask Lindy to add more data, such as a column for past experience.

Step 4: Set Up a Lead Outreacher Lindy

Create a new Lindy using the “Lead Outreacher” template:

• Select “Google Sheets New Row Added” as the trigger.
• Paste the Google Sheet URL from Step 2.
• Add column headers (e.g., Name, Email, Company) to the sheet for personalization.

This Lindy will trigger emails whenever a new lead is added to the sheet.

Step 5: Connect Your Email Account

In the workflow editor, find the “Gmail Send Email” action and authenticate your Gmail account. Set “Reply To” to “All” to ensure responses stay in the thread.

Step 6: Configure Email Outreach and Follow-Ups

Customize your email campaign:

• For the initial email, use a prompt like: “Write a friendly email to {Name} at {Company}, offering a demo.”
• Set a 3-day wait for the first follow-up with a prompt like: “Send a follow-up mentioning a case study for {Company}.”
• Add a final follow-up offering a discount.
• Enable Slack notifications for responses by authenticating Slack and selecting a channel.

Save the workflow to activate your campaign.

Step 7: Test and Optimize

Add a test lead to your Google Sheet and wait 10-20 minutes to confirm the email sends. Monitor the “Tasks” view and Slack for updates. To optimize:

• Refine lead criteria for better targeting.
• A/B test email templates to improve open rates.
• Limit new leads to 10 per 10 minutes to avoid rate limits.