Lead Generation,
Prospect Research,
& Appointment Setting
Sample Project

Built a targeted prospect list for US home-service companies in HVAC, roofing, plumbing, or landscaping using a defined Ideal Customer Profile and prepare qualified prospects for outreach and schedule appointments.

Identify the Target Market

Find
Prospects

Research Decision Makers

Find Contact Information

Add Prospects to CRM

Qualify
Leads

Create Outreach

Create
Follow-Up

Set Up Calendly

Move the
Lead Through the CRM

Step 1 — Identify the Target Market

Industry: US home-service companies in HVAC, roofing, plumbing, or landscaping

Location: United States
Company Size: 51–200 employees
Target Contact: Owner / President / Sales Manager / Director of Sales

Step 2 — Find Prospects

Company & Contact Research using Apollo.

Step 3 — Research Decision Makers

Researching decision makers through LinkedIn.

Step 4 — Find Contact Information

Researching contacts and verifying them through Snov.io

Step 5 — Add Prospects to CRM

I organize my leads through Hubspot, a CRM software.

Step 6 — Qualify Prospects

I qualify prospects using the BANT framework and constantly updating my pipeline in my CRM to organize and track down qualified prospects.

Step 7 — Create Outreach

Personalized messaging → Prospect-specific outreach

I create personalized cold emails based on prospect research, decision-maker roles and potential business needs. Each message is tailored to communicate a relevant value proposition and encourage meaningful sales conversations.

Step 8 — Create Follow-Up

Continuously tracking my tasks for each prospect, updating my CRM and make sure to follow-up.

Step 9 — Set up Calendly

Set up Calendly and schedule appointments through the system.

Step 10 — Move the Lead Through the CRM.

Keeping a clear, visible record of where every prospective buyer sits in the buying journey.

Lead Generation, Prospect Research, & Appointment Setting Sample Project