Lead Gen Agent — Client Onboarding

Business info

Client identity and value proposition

Client identity

Business name

Website

Industry / category

One-sentence value proposition

Primary call to action

Ideal customer profile

The ICP is the single source of truth for all downstream pipeline configuration — Apollo search filters, enrichment matching, qualifying questions, and script tone all derive from this.

ICP label (internal)

Firmographics

Target industries

Be specific — Apollo uses these as search filters.

Excluded industries

Min employees

Max employees

Sweet spot

Min revenue ($)

Max revenue ($)

Sweet spot ($)

Business type

Ownership type

Buyer persona

Decision-maker titles

Influencer titles

Excluded titles

Buying triggers

Psychographics

Pain points

What they've tried before

What a win looks like

Objection likelihood

Typical sales cycle

Fit scorecard weights

Weights determine how prospects are scored and prioritized. Should sum to 100%.

Industry match

30%

Employee count

20%

Revenue range

15%

Title / seniority

20%

Geographic match

15%

Geographic targeting

Target cities / suburbs

Target zip codes (optional)

Radius (miles)

Business filters

Target industries

Auto-populated from ICP — edit here to override for this client.

Min employees

Max employees

Min annual revenue ($)

Max annual revenue ($)

Decision-maker targeting

Target titles

Auto-populated from ICP buyer persona.

Influencer titles

Excluded titles

Seniority

${['Owner','C-suite','VP / Director','Manager'].map(s=>` ${s}`).join('')}

Enrichment

Primary source

Secondary source

Atlas voice agent

Agent ID

Persona name

Call schedule

Window start

Window end

Max attempts

Retry delay

Script settings

Tone

Version label

Additional AI context

Script blocks

Merge fields: {first_name} {company_name} {city} {industry} {business_name} {persona_name}

${[ ['Opener','s_opener','Hi {first_name}, this is {persona_name} calling on behalf of {business_name}...'], ['Permission ask','s_permission','Is now an okay moment, or would another time work better?'], ['Pain point hook','s_pain','A lot of {industry} businesses in {city} tell us their books are always behind...'], ['Value statement','s_value','{business_name} helps {industry} businesses by...'], ['Objection: we have someone','s_obj1','That\'s great — many of our clients kept their existing provider and we handled the overflow...'], ['Objection: not interested','s_obj2','Totally understand. Would it be okay if I sent a quick overview by text?'], ['Objection: too busy','s_obj3','Of course — when would be a better time to reach back out?'], ['CTA close','s_cta','I\'d love to {cta} — what does next week look like?'], ['Voicemail drop','s_voicemail','Hi {first_name}, this is {persona_name} from {business_name}...'], ].map(([label,id,ph])=>`

${label}

`).join('')}

Call flow settings

Ask questions

Max per call

On disqualification

Disqualification script

Your infrastructure (shared across all clients)

Client-provided tools

Keys shown below are masked for security. The exported JSON contains real values — store in 1Password or Bitwarden, never in Google Drive.

Make.com webhook URLs

Activate modules in reverse order (5→1) and paste each URL below.

${[ ['MODULE_1_WEBHOOK_URL','Module 1 — Prospecting'], ['MODULE_2_WEBHOOK_URL','Module 2 — Enrichment'], ['MODULE_3_WEBHOOK_URL','Module 3 — CRM push'], ['MODULE_4_WEBHOOK_URL','Module 4 — Voice campaign'], ['OUTCOME_WEBHOOK_URL', 'Module 5 — Outcome handler'], ['MASTER_LOG_SHEET_ID', 'Master Google Sheet ID'], ].map(([key,lbl])=>`

${lbl}

empty

`).join('')}

GoHighLevel

Sub-account ID

Pipeline ID

Contact tags

Cal.com

Username

Event slug

Booking link

Google Drive

Client folder name

Folder URL

Folder ID (auto-extracted)

Sub-folders

${['Contacts & lists','Call recordings','Reports & analytics','Scripts & prompts','Contracts & docs','Voice scripts'].map(f=>`

${f}

`).join('')}

Configuration export

Complete client config JSON. Copy this to use as the payload for the Module 1 webhook to activate the pipeline.

Click "Refresh preview" to generate.

Completion checklist