Lead Generation Recipes

Build lists, qualify leads, and find decision makers

Lead Generation

Common patterns for building lead lists, qualifying prospects, and finding decision makers.

Find Decision Makers at a Company

Use Case: Get all employees from a company and filter for decision makers.

const linkedinCompanyUrl = await ctx.thisRow.get('Company LinkedIn URL');
const website = await ctx.thisRow.get("Website");

// Get all employees
const employees = await services.company.getEmployees({
  linkedinCompanyUrl: linkedinCompanyUrl,
  website: website,
  options: {
    onlyHigherLevel: true, // Only get senior employees
    limit: 100
  }
});

if (!employees || employees.length === 0) {
  return [];
}

// Filter for decision makers using AI
const results = await Promise.all(
  employees.map(async (employee) => {
    const title = employee.job_title || employee.title || '';
    
    if (!title) return { employee, isDecisionMaker: false };
    
    const result = await services.ai.generateObject({
      prompt: `Is this a decision maker role? 

Title: "${title}"

Return true if: C-level (CEO, COO, CFO, CTO, CMO, etc.), VP, Director, Head of, or Owner.
Return false for: Managers, Coordinators, Specialists, Analysts.`,
      
      schema: z.object({
        isDecisionMaker: z.boolean()
      }),
      
      model: 'gpt-5-mini'
    });
    
    return { employee, isDecisionMaker: result.object.isDecisionMaker };
  })
);

const decisionMakers = results
  .filter(r => r.isDecisionMaker)
  .map(r => r.employee);

return decisionMakers;

Best Practices:

• Set onlyHigherLevel: true to reduce API calls
• Use AI to classify roles flexibly
• Process in parallel with Promise.all()

---

Qualify Job Title Against ICP

Use Case: Check if a person’s job title matches your Ideal Customer Profile.

const jobTitle = await ctx.thisRow.get("Job Title");

if (!jobTitle) {
  return false;
}

const result = await services.ai.generateObject({
  prompt: `Does this job title match our ICP?

Job Title: "${jobTitle}"

Our ICP: C-level executives, VPs, Directors, and Department Heads at companies with 50+ employees.

Return true if they match, false otherwise.`,
  
  schema: z.object({
    matches: z.boolean(),
    reasoning: z.string()
  }),
  
  model: "gpt-5-mini"
});

// Stop workflow if they don't match
if (!result.object.matches) {
  ctx.halt(result.object.reasoning);
  return false;
}

return true;

Variations:

• Different ICP criteria (company size, industry, role)
• Industry-specific roles
• Exclude certain titles or departments

---

Qualify Company Against ICP

Use Case: Determine if a company matches your ICP by analyzing their website.

const website = await ctx.thisRow.get("Website");

if (!website) {
  return false;
}

// Scrape the website
const scraped = await services.scrape.website({
  url: website,
  params: { limit: 1 }
});

// Use AI to determine if company matches ICP
const result = await services.ai.generateObject({
  prompt: `Analyze this website and determine if the company matches our ICP.

Our ICP:
- B2B SaaS companies
- 50-500 employees
- Selling to enterprises
- Based in North America

Website content:
${scraped.markdown.substring(0, 10000)}

Determine if they match.`,
  
  schema: z.object({
    matches: z.boolean(),
    companyType: z.string(),
    employeeEstimate: z.string().optional(),
    confidence: z.enum(['high', 'medium', 'low']),
    reasoning: z.string()
  }),
  
  model: 'gpt-5-mini'
});

if (!result.object.matches) {
  ctx.halt(`Not ICP: ${result.object.reasoning}`);
  return false;
}

return true;

---

Find Hiring Signals

Use Case: Check if a company is hiring for relevant roles as a buying signal.

const website = await ctx.thisRow.get('Website');
const domain = website?.replace(/^https?:\/\//, '').replace(/^www\./, '').split('/')[0];

if (!domain) {
  return null;
}

// Find careers page
const careerPage = await services.company.careers.findPage({
  domain: domain
});

if (!careerPage?.url) {
  return { hiring: false, relevantRoles: [] };
}

// Scrape job postings
const jobs = await services.company.careers.scrapeJobs({
  url: careerPage.url,
  recent: "month" // Only recent postings
});

// Analyze for relevant roles
const analysis = await services.ai.generateObject({
  prompt: `Analyze these job postings for buying signals.

We sell sales enablement software. Look for roles that indicate they're scaling their sales team:
- Sales roles (AE, SDR, BDR, Sales Manager)
- Revenue Operations
- Sales Enablement
- Sales Leadership

Job titles:
${jobs.map(j => j.title).join('\n')}

Return relevant roles and whether this is a strong buying signal.`,
  
  schema: z.object({
    hasRelevantRoles: z.boolean(),
    relevantRoles: z.array(z.string()),
    buyingSignalStrength: z.enum(['strong', 'medium', 'weak']),
    reasoning: z.string()
  }),
  
  model: 'gpt-5-mini'
});

return analysis.object;

---

Build Company List from Search

Use Case: Search for companies matching specific criteria and build a list.

const searchQuery = await ctx.thisRow.get("Search Query");
// e.g., "B2B SaaS companies in San Francisco"

// Search for companies
const results = await services.web.search({
  query: searchQuery
});

// Extract company websites from results
const companies = results.results.slice(0, 10).map(result => ({
  name: result.title,
  website: result.link,
  snippet: result.snippet
}));

// Add each company to a sheet
const companiesSheet = await ctx.sheet("Companies");

for (const company of companies) {
  await companiesSheet.addRow({
    "Name": company.name,
    "Website": company.website,
    "Description": company.snippet,
    "Source": "Web Search"
  });
}

return `Added ${companies.length} companies`;

---

Create Contacts from Company Employees

Use Case: Extract decision makers from a company and create contact records.

const companyName = await ctx.thisRow.get("Company Name");
const companyLinkedin = await ctx.thisRow.get("Company LinkedIn URL");
const website = await ctx.thisRow.get("Website");

// Get employees
const employees = await services.company.getEmployees({
  linkedinCompanyUrl: companyLinkedin,
  website: website,
  options: {
    onlyHigherLevel: true,
    limit: 50
  }
});

// Filter for decision makers (C-level, VPs, Directors)
const decisionMakers = employees.filter(emp => 
  emp.job_title?.match(/(CEO|CTO|CFO|CMO|COO|VP|Vice President|Director|Head of)/i)
);

// Create contact records
const contactsSheet = await ctx.sheet("Contacts");

for (const dm of decisionMakers.slice(0, 10)) {
  const row = await contactsSheet.addRow({
    "Name": dm.name || dm.full_name,
    "Title": dm.job_title || dm.title,
    "Company": companyName,
    "LinkedIn URL": dm.linkedinUrl || dm.websites_linkedin,
    "Source": "Company Employee List"
  });
  
  // Run the row to trigger enrichment
  if (row.wasCreated) {
    await row.run();
  }
}

return decisionMakers.length;

---

Enrich Leads with Company Data

Use Case: For each contact, look up their company and enrich with company data.

const company = await ctx.thisRow.get("Company");

// Find company LinkedIn
const companyLinkedinUrl = await services.company.linkedin.findUrl({
  name: company
});

if (!companyLinkedinUrl) {
  return null;
}

// Enrich company data
const companyData = await services.company.linkedin.enrich({
  url: companyLinkedinUrl
});

return companyData.size_employees_count;

---

Score Leads

Use Case: Score leads based on multiple signals.

const companySize = await ctx.thisRow.get("Company Size");
const industry = await ctx.thisRow.get("Industry");
const jobTitle = await ctx.thisRow.get("Job Title");
const hasEmail = await ctx.thisRow.get("Email");
const activeJobs = await ctx.thisRow.get("Active Job Postings");

let score = 0;

// Company size scoring
if (companySize >= 100 && companySize <= 1000) score += 30;
else if (companySize >= 50) score += 20;
else if (companySize >= 20) score += 10;

// Industry scoring
const targetIndustries = ['Software', 'Technology', 'SaaS', 'Internet'];
if (targetIndustries.some(ind => industry?.includes(ind))) score += 20;

// Job title scoring
if (jobTitle?.match(/(CEO|CTO|CFO|VP|Vice President)/i)) score += 30;
else if (jobTitle?.match(/(Director|Head of)/i)) score += 20;
else if (jobTitle?.match(/(Manager|Lead)/i)) score += 10;

// Contact info scoring
if (hasEmail) score += 15;

// Buying signal scoring
if (activeJobs > 10) score += 15;
else if (activeJobs > 5) score += 10;

// Determine grade
let grade;
if (score >= 80) grade = 'A';
else if (score >= 60) grade = 'B';
else if (score >= 40) grade = 'C';
else grade = 'D';

return { score, grade };

---

Best Practices

Use AI for Flexible Qualification

Let AI handle complex qualification logic rather than writing rigid rules. It adapts better to edge cases.

Filter Early with ctx.halt()

Disqualify leads as early as possible using ctx.halt() to save on downstream enrichment costs.

Batch Process with Promise.all()

Process multiple leads in parallel for better performance when doing AI classification.

Track Confidence Scores

Return confidence scores from AI to help prioritize leads.

Combine Multiple Signals

Use multiple data points (job title, company size, technology, hiring) for better qualification.

Create Related Records

Use ctx.sheet() and addRow() to create related contact records from company employee lists.