Lead sourcing and outreach are time-consuming tasks that often involve jumping between tools, copying data, and sending repetitive messages. This quick start playbook automates the entire process—from finding leads to storing them and sending outreach—saving hours of manual work.
The playbook is flexible and works with the tools you already use. Whether your leads live in LinkedIn, a spreadsheet, or a CRM, Bardeen adapts to your workflow and scales with your needs.
How to configure the lead sourcing & outreach quick start playbook
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Setting up the playbook is simple and takes just a few minutes. Each step helps Bardeen understand how you want to source, qualify, and reach out to leads.
Step 1: Choose where to source your leads
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Start by selecting the platform or file from which your leads will come. This tells Bardeen where to begin the process. You can choose from:
- LinkedIn Sales Navigator (by keywords or list)
- Apollo.io
- Bardeen
- Google Sheets
- Excel files
- Airtable
This step is important because it defines the starting point of your workflow and determines the type of leads Bardeen will find.
Step 2: Select enrichment sources
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Next, choose where Bardeen should look for more information about each lead. This helps build a complete profile for each contact. Options include:
- Apollo.io
- Crunchbase
- Pricing pages
- Job counts
- Blog posts
- Customer testimonials
This step ensures that your outreach is based on rich, up-to-date data, making your messages more relevant and effective.
Step 3: Decide if you want to qualify leads using AI
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You’ll be asked if you want Bardeen to qualify leads automatically. If you select “Yes,” you’ll later define the criteria that matter to you—like job title, company size, or industry.
This step is key for focusing your outreach on the most promising prospects.
Step 4: Choose your outreach channel
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Select how you want to contact your leads. Bardeen supports multiple outreach platforms, so you can stick with what you already use. Options include:
- Gmail
- Microsoft Outlook
- Hubspot
- Salesloft
- Lemlist
- Zoho
- Apollo
- Smartlead
- GoHighLevel
This step is key for automating the actual outreach and making sure messages are sent through the right platform.
Step 5: Pick where to store your leads
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Finally, choose where Bardeen should save the leads after processing. This keeps your data organized and ready for future use. You can store leads in:
- Google Sheets
- Microsoft Excel
- Notion
- Airtable
- Hubspot
- Salesforce
- Pipedrive
- Zoho
- Affinity
- GoHighLevel
This step keeps your pipeline organized and ready for follow-up. For more on this, explore sales lead management tools.
How to automate lead sourcing & outreach with Bardeen’s quick start playbook?
Automating lead sourcing and outreach can save hours of manual work each week. Instead of switching between tools, copying data, and sending emails one by one, Bardeen handles the full process in the background. This quick start playbook helps you find, qualify, and reach out to leads with minimal input, so you can focus on closing deals.
Benefits of automating lead sourcing & outreach
Automating this process brings several key advantages that help teams move faster and stay organized.
Ways to automate lead sourcing & outreach
This playbook covers the full lead generation process, automating key steps that usually take hours to complete manually.
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