The Lead to Revenue Playbook
- The Underdog
- May 30
- 2 min read
A powerful guide covering lead generation, qualification, and conversion strategies to fuel your growth and close deals faster.
PART 1 - LEAD GENERATION Learn how to generate leads the smart way — attract the right prospects, fill your pipeline, and fuel growth. Miss this, and you miss sales.
USE WHAT YOU HAVE
Start where you are. Cold call, DM, email—just reach out. Every connection counts.
CREATE CONTENT THAT GETS NOTICED
Forget perfection—just be consistent. Videos, blogs, social posts—share value, stay visible.
MAKE IT PERSONAL
Ditch the generic outreach. Know your audience, talk to their needs, make it real.
LEVERAGE YOUR NETWORK
Your best leads come from people you already know. Ask for introductions, follow up, stay top of mind.
CREATE URGENCY
FOMO works. Limited-time offers, exclusives, countdowns—give people a reason to act now.
FOLLOW UP RELENTLESSLY
One message won’t cut it. Follow up, switch angles, stay persistent.
STAY CONSISTENT – KEEP GOING Lead generation is a daily game. Refine, adjust, and put in the work. The right leads are waiting. Go get them.
PART 2 - LEAD QUALIFICATION
Not every lead is worth your time. Qualifying isn’t a step—it’s survival. If they’re not serious, move on.

KNOW YOUR IDEAL CUSTOMER
Not all leads are good leads. Think B.A.N.T. (Budget, Authority, Need, Timeline). If they don’t fit, don’t force it.

WATCH FOR BUYING SIGNALS
Serious buyers show it. They ask about ROI, pricing, next steps. If they’re hesitant or vague, they’re not a priority.

AUTOMATE THE LOW PRIORITY
Not every lead is ready today. Set up follow-ups, keep them warm, but don’t waste energy. Let automation do the work.

ASK THE TOUGH QUESTIONS
No small talk—get to the point. What’s their budget? Who’s calling the shots? What’s their biggest pain point? If they can’t answer, they’re not ready.

SCORE & RANK YOUR LEADS
Prioritize like it matters—because it does. Hot leads go to sales. Lukewarm ones get nurtured. Cold leads? Let them go.

B.A.N.T. (developed by IBM) is a solid way to qualify leads fast. If they don’t check the boxes, don’t waste your time.
PART 3 - LEAD CONVERSION
Closing Warm Leads with Confidence.

STEP #1 TURN UP THE HEAT Remind them why they were interested—hit them with undeniable value. Show the results, solutions, and wins they’ll get. Make it a no-brainer to move forward.
STEP #2 CREATE URGENCY Give them a reason to act now, not later. Use deadlines, limited-time offers, and fast-action bonuses.
STEP #3 HANDLE OBJECTIONS LIKE A PRO
Price too high? Show the ROI. Still thinking? Show what they’ll miss out on. Doubts? Knock down every barrier with confidence. STEP #4 LEVERAGE SOCIAL PROOF
Use testimonials, case studies, and success stories from people like them. Make them feel like they’re joining the winning team.
STEP #5 MAKE IT PERSONAL
Send a custom message, make a call, show you’re invested. The more personal, the harder it is for them to say "no".
STEP #6 CLOSE WITH CONVICTION
Warm leads need certainty, not hesitation.
Lead them to their best decision—don’t just ask for the sale. Lock it down
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