Resources
Guides and campaign planning resources
Choose a topic, then open the existing guide or worksheet. Use the planning worksheets to organize your own evidence and decisions.
Planning worksheets
Services and channels
- Outbound lead generation built around qualified meetings
- B2B appointment setting with the qualification rules defined first
- LinkedIn lead generation agency for credible B2B conversations
- Outsourced SDR services for focused LinkedIn prospecting
- A B2B lead generation agency built around qualified conversations
- Outbound sales outsourcing without pretending prospecting is the entire sale
- B2B PPC management built around qualified pipeline
- B2B SEO built for discoverability, trust and qualified pipeline
- Generative engine optimization and AEO for credible B2B discovery
Approaches and sales roles
- Outbound agency or freelancer: which model fits?
- Outsourced SDR or in-house SDR: which model should you choose?
- Lead generation agency or in-house team: which should you build?
- SDR outsourcing vs staff augmentation: managed outcome or added capacity?
- SDR vs BDR outsourcing: outsource a workflow, not an ambiguous title
Campaign execution
- Outsourced SDR or lead generation agency: which model fits?
- Cold email agency: pricing, responsibilities and a hiring checklist
- How to manage an outsourced SDR team without losing control
- How to choose an outbound lead generation agency without buying a promise
- Outsourced SDR advantages and disadvantages: decide by the work required
- B2B lead generation consultant vs agency: buy the missing capability
Industry planning
- Cybersecurity lead generation built for skeptical senior buyers
- Manufacturing lead generation for complex B2B sales
- Lead generation for consulting and professional services firms
- B2B SaaS lead generation for focused account acquisition
- Lead generation for accounting firms that need the right clients—not more names
- Lead generation for recruitment agencies that want clients—not candidates
- Lead generation for IT services built around change, risk and buyer trust
- Professional services lead generation built around expertise and timing
- Lead generation for marketing agencies without generic outreach