Made for Freelancers
Build a Lead Pipeline Beyond Referrals
Also useful for: people in Freelancers
55 min
Advanced
Business & Entrepreneurship
Get More Clients
Need More Customers
Build a measurable lead system around the right market, a small mix of controllable sources, and weekly targets tied to revenue needs.
Create a free account to save your progress and use this Playbook.
Use this when
Most new work comes through referrals, lead flow changes sharply from month to month, or outreach happens without clear targets.
You'll need
- Service and deal value
- Possible target markets
- Market evidence
- Pipeline baseline
- Monthly goal
- Capacity limits
- Source history and constraints
You'll get
- One target market selected with evidence and assumptions separated
- Three or fewer active lead sources assigned distinct jobs
- Weekly targets traced back to the monthly goal
- A 30-day schedule matched to available capacity
- A scorecard and adjustment rules ready for weekly review.
By the end of this playbook
You will have:
- One target market selected with evidence and assumptions separated
- Three or fewer active lead sources assigned distinct jobs
- Weekly targets traced back to the monthly goal
- A 30-day schedule matched to available capacity
- A scorecard and adjustment rules ready for weekly review.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Service: B2B onboarding design, usually $8,000 per project. Markets: seed-stage software companies, HR technology firms, and digital agencies. Evidence: three software clients expanded quickly and needed onboarding help; two expanded scope. Baseline: 60 targeted emails, 12 replies, 8 calls, 5 proposals, and 2 wins in three months. Goal: close a $12,000 monthly revenue gap. Capacity: six sales hours per week and two new projects per month. Sources: referrals convert well but are unpredictable; email works; social posting hasn't shown results.
Sample assembled prompt
Market Decision Primary market: Seed-stage software... Buyer: Founder, operations lead, or head... Trigger: Rapid hiring exposes an inconsistent... Key assumption to validate: Access to... Lead Source Portfolio Primary: Targeted outbound... Supporting: Structured introductions from past clients... Test: Small partner channel with fractional... Paused: Broad social posting without a... Base Weekly Targets 15 targeted contacts... If calls happen but few opportunities...