Lead Generation Manager Onboarding
Your roadmap to successful client acquisition with Remote Helpers
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Onboarding Overview
Digital Presence
Setting up your professional profiles
Research
Identifying quality prospects
Outreach
Connecting with decision-makers
Analytics
Tracking and optimizing results
Lead Generation Fundamentals
What is Lead Generation?
  • Strategic marketing process to attract potential clients
  • Identifying, qualifying, and engaging prospects
  • Using manual searches and paid advertising
  • Refining the Ideal Customer Profile (ICP) continuously
Why Manual Search is Essential
  • Deepens understanding of market needs
  • Identifies key queries and keywords
  • Discovers active platforms
  • Reveals decision-makers
Understanding Your Target Audience
Company Size
3-500 employees with sweet spot between 2-150 employees
Industries
Focus on sectors utilizing remote teams
Geography
Tier 1 and selected Tier 2 countries
B2B Focus
Connecting with decision-makers and understanding business pain points
Target Geographic Markets
Tier 1 Countries
UK, Germany, France, Switzerland, Sweden, Netherlands, Israel, Norway, Denmark, Finland, Ireland, Austria, Belgium, Luxembourg, Italy, USA, Canada
Tier 2 Countries
Australia, Spain, Portugal, Latvia, Lithuania, Estonia, Poland, Czech Republic, Croatia
Limited Interest
Japan, Singapore, Cyprus, China
Excluded
Ukraine, Belarus, Russia, India, Nigeria, UAE, Malaysia, Philippines, Egypt, Turkey, Pakistan, CIS and African countries
Target Industries
IT Sector
Software Development, IT Services & Consulting, Web Development, Cybersecurity
Digital Marketing
Marketing Agencies, Advertising Services, Social Media Marketing & SEO
Additional Promising Sectors
Recruiting, Personal Assistance, Customer Support, E-learning, Finance
Industries to Avoid
Semiconductor manufacturers, Government Administration, Military, Hospitals, Aerospace, Museums
Setting Up Your Professional Digital Headquarters
Chrome Profile
Create dedicated work profile separate from personal browsing
Professional Gmail
Set up work-specific email account with proper security
LinkedIn Account
Establish professional presence on the primary B2B platform
Maintaining clear separation between personal and work accounts is essential for professionalism and organization.
Chrome Profile Setup
Create New Profile
Name it "LinkedIn_NAME" for easy identification
Clear History
Remove browsing history and cookies before starting
Connect Work Email
Link your professional Gmail to this Chrome profile
Maintain Separation
Keep browsing history, cookies, and work data separate from personal use
Professional Gmail Setup
Create Professional Address
firstname.lastname@gmail.com or firstinitial.lastname@gmail.com
Set Strong Password
12+ characters with mix of cases, numbers, symbols
Enable Security
Add backup email, remove backup phone, enable two-factor authentication
Gmail Organization
Profile Picture
Set professional headshot
Email Signature
Create professional signature with contact details
Labels & Rules
Organize inbox with automatic labeling
Integrations
Connect with Calendar and Drive
LinkedIn Account Setup
1
Create Account
Use your work Gmail address
2
Password
Use same password as Gmail account
3
Verify
Complete email verification process
4
No VPN
Avoid using VPN during registration
LinkedIn Profile Optimization
Your LinkedIn profile is your digital business card. Ensure it has a professional photo, company background image, compelling headline, and lists your current position as Account Manager at Remote Helpers.
LinkedIn Profile Completion
Complete your profile gradually to appear natural. Start with basic info, then add photo and "About" section, and finally add education, skills, and join relevant groups. Pin key skills like Lead Generation, Account Management, and Research Skills.
LinkedIn Profile Safety
Gradual Network Building
Add 15-20 connections per day initially
Natural Activity Mix
Combine connecting, posting, and engaging organically
Consistent Access
Use same device/location consistently
Request Management
Review and withdraw pending requests older than 30 days
Enable two-factor authentication for additional security on your LinkedIn account.
VPN Usage For Lead Generation
Benefits
  • Access location-restricted content
  • Improve organic search results
  • Enhance data security & privacy
  • Anonymize lead generation activities
Security Considerations
  • Choose VPNs with AES-256 encryption
  • Use "No-Log" VPN providers
  • Avoid free VPNs (security risks)
  • Enable Kill Switch & DNS leak protection
Recommended: ExpressVPN, NordVPN, ProtonVPN
Defining Your Target Audience
Specific Leads
Individual prospects matching all criteria
Company Characteristics
Size, location, industry, needs
Ideal Client Profile
Broad definition of target market
Being specific about your ideal client profile makes it easier to find them. Consider industry, job titles, location, company size, and other relevant characteristics to develop unique search prompts.
Finding Companies
Google Search Strategies
Use strategic queries like "service consumers [industry name]" or "list of [location] marketing companies" to find potential clients efficiently.
LinkedIn Search Operators
Utilize operators like site.com, headquarters:"[City]", Industry:"[Type]", "company size:[Range]", and (CEO OR Founder) to narrow your search.
Daily Targets
Aim to identify and add at least 50 new companies per day that match your target criteria.
Target Decision-Makers
Executive Level
CEO, Founder/Co-Founder, Director, COO, CMO, CTO
Management Level
Owner, Entrepreneur, Managing Director
Department Heads
Heads of departments (especially hiring, technology, operations), HR Managers
Focus on connecting with individuals who have decision-making authority within their organizations.
CRM Management - Companies
Always check the CRM first before adding a new company to avoid duplicates. Only add companies from your assigned country.
Identifying Quality Leads
Find
Use LinkedIn/Sales Navigator to locate decision-makers
Verify
Check for 100+ connections, current employment, relevant position
Select
Choose maximum 5 leads per company
Record
Document qualified leads in CRM
SalesQL Setup
Install Extension
Add SalesQL Chrome extension to your browser
Connect Account
Use corporate Gmail (lg@rh-s.com or your work Gmail)
Manage Credits
50 free credits monthly (1 credit = 1 lead's details)
Transfer Data
Manually add discovered email addresses to CRM
LinkedIn Outreach
50+
Daily Connections
Send personalized requests each day
100%
Personalization
Always add a custom note
1-2
Engagement
Interact with content before connecting
Follow up promptly after connection acceptance to maintain momentum and build relationship.
LinkedIn Message Best Practices
Concise
Keep under 150 words for better engagement
Personalized
Tailor message for each specific recipient
Value-Focused
Clearly communicate benefits to the recipient
Actionable
Include clear call-to-action
LinkedIn messages should be more conversational than email. Never use generic templates that feel mass-produced.
Creating LinkedIn Connection Requests
Personalization is Key
  • Use recipient's name
  • Mention common ground or shared interests
  • Reference their recent activity
Keep It Concise & Clear
  • Messages under 150 words perform best
  • Get to the point quickly
  • Use plain, professional language
Always Include a Clear CTA
  • Ask an engaging question
  • Suggest a specific next step
LinkedIn Message Templates
First Connection Request
"Hi [First Name], I came across your profile and was impressed by your work in [Industry/Company]. I'd love to connect and explore how we can collaborate."
Post-Event Follow-Up
"Hi [First Name], it was great connecting at [Event Name]! I enjoyed our conversation about [Topic] and would love to stay in touch."
New Position Congratulation
"Hi [First Name], congratulations on your new role at [Company]! Wishing you success in this exciting new chapter."
Email Outreach
Personalize
Reference specific LinkedIn profile details
Craft Subject Line
Short, personalized, valuable
Develop Content
Clear value proposition with professional tone
Email outreach should include a specific call-to-action and be more detailed than LinkedIn messages while maintaining professionalism.
Email Template Structure
Subject Line
Keep it short (under 50 characters), personalize, offer value
Greeting & Introduction
Address recipient by name, explain who you are and why you're reaching out
Value Proposition
How Remote Helpers can solve their problem with brief service explanation
Call-to-Action & Closing
Suggest next step, express gratitude, include professional signature
Email Templates
Effective email templates include personalized introductions referencing the prospect's company, brief explanations of Remote Helpers services, and clear calls-to-action with specific time options for calls.
Phone Outreach
Appropriate Timing
Only call when suitable and expected
Preparation
Be prepared with company research and talking points
Clear Communication
Introduce yourself and company with brief service explanation
Active Listening
Focus on prospect's needs and offer relevant follow-up
CRM Updates and Lead Status
Update lead status immediately after each interaction. Add detailed notes and schedule follow-up activities with specific dates and reminders.
Follow-Up Strategy - Email
1
First Follow-up
2-3 days after initial email
2
Second Follow-up
4-5 days later (add value)
3
Third Follow-up
1 week later (alternative CTA)
4
Fourth Follow-up
10-14 days later
5
Final Follow-up
3-4 weeks later
Email follow-ups should be more detailed and structured than LinkedIn messages, providing additional value with each contact.
Follow-Up Strategy - LinkedIn
First Follow-up
1-2 days after connection acceptance with personalized message
Second Follow-up
3-4 days later after engaging with their content first
Third Follow-up
1 week later with direct question to encourage response
Fourth Follow-up
10-14 days later using voice note or informal approach
Final Follow-up
3-4 weeks later as last attempt to connect
LinkedIn follow-ups should be shorter and more conversational than email outreach.
Follow-Up Message Templates - LinkedIn
First Follow-Up
"Hi [First Name], great to connect! I came across [Company Name] and was impressed by your work in [Industry]. Curious—how do you currently handle [specific challenge]?"
After No Response
"Hey [First Name], just following up! I know things get busy—would love to hear your thoughts when you have a moment."
After Engagement
"Hi [First Name], really enjoyed your post about [Topic]! It got me thinking—how does your team currently approach [Related Challenge]?"
Follow-Up Message Templates - Email
Email follow-up templates should include brief reminders of previous communications, renewed value propositions, and clear next steps. The final follow-up should respectfully acknowledge that timing may not be right.
Scheduling a Call in Google Calendar
Initial Setup
  1. Log into lg@rh-s.com account
  1. Open Google Calendar
  1. Click "Create" > "Event" > "More options"
Add Event Details
  1. Title Format: "[Company Name] - Remote Helpers"
  1. Select agreed-upon time (match lead's time zone)
  1. Set 30-minute duration
  1. Add 10-minute and 20-minute notifications
Calendar Meeting Setup (continued)
Add Guests
  • sales@rh-s.com (must be included in all client meetings)
  • Lead's email (verify before adding)
  • Keep "Modify event" disabled
  • Ensure "See guest list" is enabled
Enter Event Description
  • Basic event details
  • Company website and info (AI-generated)
  • Lead details (name, LinkedIn, specific requests)
  • Your name as LG Manager
Calendar Special Cases
Follow-Up Events
Create using work Gmail instead of lg@rh-s.com, mark in orange, always add sales@rh-s.com
WhatsApp Calls
Do not include Google Meet link, mention "WhatsApp Call" in description
After Scheduling
Update lead status in CRM to "Event", document communication after the event
Leveraging AI Tools
Message Templates
Generate and refine LinkedIn and email templates
Company Research
Create detailed company information summaries
Personalization
Craft customized outreach content
Review & Refine
Always review and personalize AI-generated content
Sample prompt: "Help me, please, make client research: Find information about the company from its site. Company site: [URL] Website text: [key details] LinkedIn About section: [paste content]"
Google Drive Organization
Logical Structure
Create intuitive folder hierarchy
Main Categories
Client Documents, Sales Materials, Reports
Permission Levels
Editor, Commenter, Viewer
Organize your Google Drive with a clear folder structure to maintain efficiency and ensure proper information sharing with appropriate permission levels.
Google Sheets for Lead Management
Use formatting for readability, freeze headers, set up data validation for consistency, and apply conditional formatting to highlight important information.
Data Analysis and Reporting
Track progress metrics including connections, messages sent, leads generated, and calls scheduled. Generate daily/weekly performance reports and analyze data to continuously refine your approach.
Daily Closing Procedure
Write Daily Report
Document comprehensive summary of activities
2
Update CRM
Ensure all interactions are recorded
Include Links
Add all necessary references and resources
Clock Out
Formally end your workday
Professional Communication Tips
Professional Tone
Maintain formal language and etiquette
Judicious Replies
Use "reply all" only when necessary
Channel Selection
Choose appropriate communication methods
Brand Awareness
Remember you represent the company
Maintain clear boundaries between personal and work communications to preserve professionalism.
Key Responsibilities Checklist
Company Identification
Find relevant businesses matching target criteria
Contact Discovery
Identify key decision-makers within organizations
Engagement
Connect through multiple channels with personalized outreach
Meeting Coordination
Schedule and prepare for client calls with thorough research
Maintain accurate CRM records and continuously refine strategies based on results.
Success Metrics
50+
New Companies
Daily additions to database
50+
Connection Requests
Daily outreach to decision-makers
100%
Follow-Up Rate
Complete follow-up with interested leads
5+
Improvements
Weekly strategy refinements
Resources and Support
Contact Information
Key personnel for questions and assistance
Templates Library
Access to approved message and email templates
Training Materials
Ongoing education resources and guides
Communication Channels
Team collaboration platforms and support systems
Final Checklist Before Closing
Calendar Event Created
Using lg@rh-s.com and marked in blue (or orange for follow-up)
Guests Added
Sales@rh-s.com and lead's email with correct permissions
Details Completed
Event description properly structured with all lead information
Notifications Set
10-minute and 20-minute reminders configured
Update lead status to "Event" in CRM and add post-call notes after the meeting.
Q&A
What if a lead asks for pricing before a call?
Explain that pricing is customized based on specific needs and requirements. Offer to discuss this in detail during the scheduled call where we can better understand their unique situation.
How do I handle negative responses?
Thank them for their time, ask if you may keep in touch for future opportunities, and update their status in the CRM. Sometimes "not now" can become "yes" in the future.
What if I'm having technical issues with the CRM?
Contact technical support immediately and document your activities separately until the issue is resolved. Transfer any offline records to the CRM once it's functioning again.
Thank You
Welcome to the team! We look forward to your success in connecting high-quality leads with our services. Your role is crucial in helping businesses scale efficiently with remote talent.