Prospecting
Goal: Build a qualified pipeline of leads ready for cold outreach.
Overview
Prospecting is the foundation of outbound sales. Before any cold call or email, you need:
- A targeted company list in Apollo
- A sequence ready to launch
- The right people (leads) at those companies
Step 1: Create Company List
Company lists are filtered by country and industry.
Naming Convention
Format: {COUNTRY} {INDUSTRY}
| Country Code | Industry | List Name |
|---|---|---|
| ES | Cars | ES Cars |
| DE | Fashion | DE Fashion |
| EU | Car Renting | EU Car Renting |
Filters to Apply
| Filter | Description | Example Values |
|---|---|---|
| Location | Country or region | Spain, Germany, Europe |
| Industry | Vertical we target | Automotive, Fashion, Retail |
| Employee Count | Company size | 51-200, 201-500 |
| Revenue | Annual revenue | 20M+ EUR |
| Keywords | Signals of fit | ecommerce, digital marketing, Meta Ads |
How to Create in Apollo
- Go to Search > Companies
- Apply filters (location, industry, size)
- Review results and refine filters
- Click Save List
- Name it following the convention above
Target Verticals
| Vertical | Keywords to Use | Why They Fit |
|---|---|---|
| Fashion/Retail | fashion, apparel, ecommerce | High volume of product photos |
| Automotive (OEMs) | automotive, car manufacturer | Marketing assets for vehicles |
| Car Rental | car rental, fleet, mobility | Need varied imagery for fleet |
| Marketplaces | marketplace, ecommerce platform | Multiple sellers, content needs |
Step 2: Create Sequence
Before searching for leads, create a sequence for this campaign.
Standard Sequence Structure
| Step | Type | Timing | Purpose |
|---|---|---|---|
| 1 | Day 0 | Introduction + value prop | |
| 2 | Day 3 | Case study or social proof | |
| 3 | Call | Day 5 | Direct outreach |
| 4 | Day 7 | Follow-up with new angle | |
| 5 | Day 14 | Break-up email |
Sequence Naming
Format: {language} {COUNTRY} {Industry}
Example: es ES Fashion Brands
- language: lowercase language code (es, en, de)
- COUNTRY: uppercase country code (ES, DE, EU)
- Industry: vertical name (Fashion Brands, Car Renting, Cars)
Step 3: Search Leads
Now search for people using the company list as a filter.
How to Search
- Go to Search > People
- Add filter: Company Lists > Select your list
- Add filter: Persona > Select target persona (e.g., CMOs)
- Review results
Persona Filters (Pre-configured in Apollo)
| Persona | Job Titles Included |
|---|---|
| CMOs | CMO, Chief Marketing Officer, VP Marketing, Marketing Director |
| Ecommerce Leaders | Ecommerce Director, Head of Digital, Digital Director |
| Creative Leaders | Creative Director, Head of Content, Brand Manager |
Ideal Lead Profile
- Seniority: Director, VP, C-Suite
- Department: Marketing, Creative, Ecommerce
- Has Email: Yes (verified)
- LinkedIn: Has profile
Step 4: Add Leads to Sequence
Leads go directly to the sequence, not to a separate list.
How to Add
- Select leads from search results (checkbox)
- Click Add to Sequence
- Select the sequence from Step 2
- Confirm and launch
Daily Volume Recommendations
| Experience Level | Leads per Day | Rationale |
|---|---|---|
| Week 1 (onboarding) | 10-20 | Learn the tool |
| Week 2-4 | 30-50 | Build momentum |
| Ongoing | 50-100 | Optimize based on replies |
Deal Naming Convention
When a lead converts to a deal, use this naming format:
Format: {COUNTRY} {Company} {Brief description}
| Country | Company | Brief description | Deal name |
|---|---|---|---|
| ES | Ecoalf | Proof of Concept | ES Ecoalf Proof of Concept |
| ES | D.Franklin | AI product images for ecommerce | ES D.Franklin AI product images |
| ES | KIA Spain | Pilot for marketing assets | ES KIA Spain Pilot |
| DE | Toyota DACH | AI vehicle configurator imagery | DE Toyota DACH AI configurator imagery |
One Deal Per Revenue Event
Create separate deals for each potential revenue-generating event:
| Company | Deal |
|---|---|
| Toyota | ES Toyota Spain catalog imagery |
| Toyota | ES Toyota Spain vehicle configurator |
| Toyota | DE Toyota DACH social media campaign |
Marking Lost Deals
When resurrecting a lost opportunity, mark the old deal with "Lost":
| Status | Deal name |
|---|---|
| Active | ES Sanitas Hospitales Proof of Concept |
| Lost | Lost ES Sanitas Hospitales Proof of Concept |
Tools
- Apollo.io - Prospecting database and sequence automation
- Aircall - Phone system for cold calling
- HubSpot - CRM for deal management
Signature meaning
The signatures for the approval process of this document can be found in the verified commits at the repository for the QMS. As a reference, the team members who are expected to participate in this document and their roles in the approval process, as defined in Annex I Responsibility Matrix of the GP-001, are:
- Author: Team members involved
- Reviewer: JD-003, JD-004
- Approver: JD-001