How to Use TeamPal for Lead Qualification and Outreach: A Practical Use Case

Hi there, welcome back to our use case series! If you enjoyed our previous article on generating sales reports with TeamPal, you’re going to love this one.

Imagine having a powerful AI partner that helps you find high-quality leads, prioritize them, and craft personalized outreach strategies—all in one seamless workflow. With TeamPal, it’s possible. 

In this article, we’ll explore an exciting use case featuring Leo, the Sales Maestro agent, and how it can transform your lead generation, qualification, and outreach process.

Setting Up Your Agent

To begin, locate Leo in your Sales folder within TeamPal. For this use case, we’ll use the GPT 4o mini model. To simplify the setup, activate the Auto option for skills. This allows Leo to automatically enable the most relevant skills for your requests. You can still select the skills manually if you want. 

Pro Tip: If you’re new to setting up AI agents, check out our guide: Getting to Know Your AI Agents: From Setup to Effective Usage.

Step 1: Generating Leads Based on Your Ideal Customer Profile (ICP)

The first step is to generate leads that align perfectly with your Ideal Customer Profile (ICP). Here’s how you can do it:

1. Prompt:

“Generate leads based on Ideal Customer Profile (ICP).

1. Read the attached ICP for target characteristics.

2. Use web search skill to scour for suitable companies that match these criteria, along with their website and LinkedIn page if available.

3. Suggest outreach strategies and content tailored to the identified leads.”

2. Attach the ICP File:

Click the Attach file button and upload your ICP file. You can either upload it from your device or directly from Google Drive.

3. Leo in Action:

Leo uses the Document Reader and Google Search skills to analyze the ICP and return a list of potential leads, complete with their websites and LinkedIn profiles.

Step 2: Ranking Leads for Prioritization

Once you have a list of potential leads, the next step is to rank them based on their potential value to your business. Here’s how:

1. Prompt:

“Score these leads using the lead scoring system in the attached file. Sort from highest to lowest.”

2. Leo in Action:

Leo will rank the leads according to the lead scoring system from the ICP file uploaded in the first step. You’ll have a comprehensive list of leads, a thorough analysis, and points scored according to the system.

Watch It in Action: Check out this interactive demo to see how Leo performs these tasks: Arcade Video.

Step 3: Finding Key Decision Makers and Crafting Outreach Messages

Now that you have a prioritized list of leads, it’s time to identify key decision-makers and reach out to them. Let’s take Orchid Black, one of the qualified leads identified in the previous step, as an example.

1. Finding Decision Makers:

Prompt: “Find key decision makers of Orchid Black along with their LinkedIn profiles.”

Leo activates the Google Search skill to locate this information.

2. Suggesting Outreach Strategies:

Prompt: “Suggest a tailored outreach email strategy.”

Leo provides a personalized strategy based on the decision-makers’ profiles and company information.

3. Drafting Emails:

Prompt: “Draft the emails for each of these key decision makers.”

Switch to Claude Sonnet (Claude 3.5 Sonnet model) for superior content creation and writing. Claude generates professional and personalized email drafts ready for your review. 

Pro Tip: For details on how to choose the best AI models for your task, check out this article: Find Your Perfect AI Fit: A Simple Guide to TeamPal’s AI Models.

Watch It in Action: See how this part of the process unfolds in this demo: Arcade Video.

Final Thoughts

This use case is just the tip of the iceberg when it comes to what you can achieve with TeamPal. From generating leads to crafting personalized outreach messages, Leo, the Sales Maestro, and other sales agents are your trusted partners in driving sales success.

It’s important to note that this is just a simple example—you can freely adjust and refine your prompts as needed to suit your unique goals. Whether you’re targeting specific industries, roles, or regions, TeamPal gives you the flexibility to adapt and excel.

Ready to take your sales process to the next level? Start exploring the possibilities with TeamPal today!