01
the operator imports or fills in the lead list
Product case study
Lead Automation: from company search to a ready B2B list
Lead Automation shows how to automate company research: from an industry-and-region query, through Google Places and website checks, to a deduplicated list with public contact data.
Key implementation elements
one lead list with filtering by region, status, and campaign
message templates with room for manual edits
an explicit approval step before sending
campaign and lead contact history
reporting of estimated opens and leads for follow-up
Problem before implementation
Problem before implementation
Building a prospect list required manual company searches, opening websites, copying contact data, and checking whether the same company had already appeared before.
manual company searches by industry and location
manual website checks for public contact data
duplicates and inconsistent records in prospect lists
too much time spent on repetitive research instead of evaluating prospects
What we built
What we built
We built a tool that searches companies through Google Places by industry and region, checks their websites, collects public contact data, removes duplicates, and stores the results in a panel and export. Campaign tooling is a later, optional part of the flow.
Process after implementation
How the process works after implementation
From input data to a cleaner outcome. Below is a shortened view of the process after implementation.
02
leads move into work segments and campaigns
03
the system helps prepare a message draft for each contact
04
a human approves the send and launches the campaign
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after sending, the panel shows estimated open-rate signals and leads for the next step
Before / after
How the process changed
The table shows the main differences between manual work and the process after implementation.
| Before implementation | After implementation |
|---|---|
| leads scattered across sheets and notes | one panel with a lead list and contact status |
| each message assembled separately | message drafts prepared in one flow |
| no control point before sending | manual approval before launching the campaign |
| follow-up depends on salesperson memory | activity reporting highlights leads for the next step |
Business outcome
a more organized B2B customer acquisition process
less switching between lead lists, messages, and notes
a clear control step before campaign sending
easier selection of leads for follow-up after a campaign
Technologies
panel webowy operatorasegmentacja leadówszablony wiadomościtracking prawdopodobnych otwarćraport kampanii
What can be implemented in a similar way
What can be implemented in a similar way
These are examples of processes that can be organized with a similar approach: start from one concrete problem and a clear data flow.
internal panels for working with leads and campaigns
contact segmentation before outbound sending
activity reports after sales campaigns
workflows with a human approving the send
Related materials
Service, guidance, and implementations from the same area
The content graph connects this implementation with a service or product, a practical guide, and another material from the same area.
Final CTA
Want to organize outbound work and follow-ups in your company?
If leads, messages, and next-step decisions are scattered today, they can be tied into a simpler process with one panel and a clear review point.