Your first lead gen campaign
Create a campaign, teach your agent who to find, and start building a pipeline of qualified leads.
Need to set up your agent first?
Follow the getting started guide to set up your BeReach account and connect your AI provider.
Before you can reach out to anyone, you need a list of the right people. A lead gen campaign finds and qualifies prospects so you get a steady flow of warm leads. This guide takes you from zero to your first qualified leads.
Step 1 - Teach your agent who you are
Your agent needs to understand your business to find the right people. This information is called context - set it once and your agent remembers it across every conversation.
There are 5 types of context:
| Type | What to write | Example |
|---|---|---|
| Who am I | Your name, role, company | "Marie, CEO at DataFlow, B2B analytics platform" |
| Product / service | What you sell and who it's for | "Real-time dashboard for e-commerce teams, 50-500 employees" |
| ICP | Your ideal customer profile - who you want to find | "VP Marketing or CMO at SaaS companies, 100-1000 employees, Series A-C" |
| Tone of voice | How your agent should write | "Professional but friendly, no buzzwords, short sentences" |
| Playbook | Instructions for how to find and qualify | "Find by title, check company size, skip freelancers" |
Send this to your agent:
Here's my context. Save it for all future sessions:
Who I am: [name, role, company, value prop]
What I sell: [product/service description]
My ideal customer: [ICP - titles, industries, company size, qualifying signals]
Tone: [casual/professional, language, personality traits]
You can also edit context from the Context page without typing a prompt.
Step 2 - Create a campaign
A campaign is a named project that tracks your leads and prevents duplicate actions. Think of it as a folder for a specific audience.
Create a lead gen campaign called "[your campaign name]".
Target: [audience description].
Goal: find and qualify [X] new prospects per day.
Step 3 - Run your first search
Start simple: find people by job title and location.
Find [job title] in [industry/location].
Check each one against my ICP, and save matches to campaign "[name]".
Here's what your agent does:
- Looks up matching people
- Filters out obvious non-matches based on their headline alone (no full review needed - saves your daily limits)
- Reviews the remaining people in full
- Evaluates each one against your ICP
- Saves qualified contacts to your campaign
Because each full review counts toward your reasonable usage limits, you can tighten the headline filter by adding exclusion rules to your ICP:
Update my ICP to exclude: freelancers, students,
anyone with 'intern' or 'junior' in their title,
companies under 10 employees.
How qualification works
After reviewing a person in full, your agent checks:
- Does their company match your target size and industry?
- Do they have the right seniority?
- Have they posted about topics relevant to your product?
- Are they active on LinkedIn?
Each qualified contact gets a note explaining why they matched - useful later for personalized outreach.
Your contacts and pipeline
Every person your agent reviews is saved as a contact automatically. Contacts flow through stages:
New - just discovered, not yet evaluated
Qualified - matches your ICP, ready for outreach
Approved - you've reviewed and confirmed them
When contacts engage with your content (likes, comments, replies), they get promoted automatically.
Filter contacts by campaign, pipeline stage, tag, or name in the Campaigns page.
Running your campaign
Two ways to work:
Manual (in the chat) - send prompts like:
- "Run today's lead gen for campaign [name]"
- "Show me today's leads"
- "How many qualified leads this week?"
- "Pause the campaign"
Automatic (autopilot) - activate a campaign and your agent helps you find and qualify prospects during business hours at a respectful pace. Each run has its own credit budget so no single campaign drains your balance.
Set a daily target (leads per day) and a total target (total leads). Your agent tracks progress automatically. When the total is reached, the campaign completes on its own.
Use a fast model for daily lead gen
Haiku handles searching, visiting, and qualifying perfectly. Save creative models for outreach where personalization matters.
Test mode
Run your campaign as a dry run - your agent logs every action it would take without actually doing anything. No daily limits consumed. Tell your agent: "Run a test of my lead gen campaign. Show me what you'd do but don't execute anything." See Usage limits for more on test mode.
The method: test, measure, refine
- Define your context - ICP, tone, and playbook. Ask Sonnet to help if you're unsure.
- Run a test - use test mode to see what your agent would do as a dry run.
- Go live with a small batch - run one day of real lead gen (30-50 people).
- Check your numbers - how many results passed filtering? How many reviews led to qualified leads?
- Refine your ICP - too few qualified leads? Broaden your criteria. Too many unqualified ones? Tighten exclusion rules.
- Scale up - once your qualification rate is above 30%, activate daily autopilot.
A healthy pipeline produces 5-15 qualified leads per day from 30-50 people reviewed.
What's next
Once you have qualified leads, it's time to reach out:
- From connection to conversation - Connect, message, follow up, and handle replies automatically
- Inbound leads - Turn incoming LinkedIn messages into qualified pipeline