Your First Lead Gen Campaign
Set up your agent, create a campaign, and build a daily pipeline of qualified LinkedIn leads — from zero to first results.
Before outreach, you need qualified people to contact. One lead gen campaign, running daily, is all you need to start filling your pipeline. Outreach comes later — first, build a list you trust.
Teach your agent who you are
Context is how your agent understands your business. Set it once, and it persists across every session — your agent never forgets.
There are 5 context types. Here's what to put in each:
| Type | What to write |
|---|---|
| Who Am I | Your name, role, company, one-line value prop |
| Product / Service | What you sell, who it's for, key differentiator |
| ICP | Who you want to find: job titles, industries, company size, qualifying signals |
| Tone of Voice | How the agent should write: language, formality, personality |
| Playbook | Step-by-step lead gen instructions: what to search, how to qualify, what to save |
Start with global context. When you run multiple campaigns with different strategies, you can scope context per campaign — each campaign gets its own ICP, tone, and playbook.
Set your context in one prompt
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 your context from the Context page in the BeReach dashboard — no prompt needed.
Create your campaign
A campaign is a named container that tracks your leads, deduplicates actions, and measures progress. Think of it as a project folder for a specific audience.
Send this to your agent:
Create a lead gen campaign called "[your campaign name]".
Target: [audience description].
Goal: find and qualify [X] new prospects per day.
The agent creates the campaign, attaches your context, and is ready to search.
Run your first search
The simplest approach: search by job title and location, visit profiles, qualify each one against your ICP.
Search LinkedIn for [job title] in [industry/location].
Visit each profile, qualify against my ICP, and save matches to campaign "[name]".
What happens under the hood: the agent runs a people search, visits each profile, reads their headline, summary, and experience, evaluates fit against your ICP, and saves qualified contacts to your CRM automatically.
Your contacts and pipeline
Auto-upsert CRM
Every profile the agent interacts with is saved as a contact automatically. No manual data entry, no CSV imports. Visit a profile and it's in your CRM.
Pipeline stages
Contacts flow through stages: new → qualified → approved. When contacts engage with your content (likes, comments, replies), they get promoted automatically — warm prospects surface without you lifting a finger.
Contact details
Each contact stores their LinkedIn data, lifecycle stage, tags, campaign membership, and a full activity log of every interaction the agent has had with them.
Filtering
Filter contacts by campaign, by pipeline stage, by tag, or search by name. Export anytime.
The dashboard
chat.bereach.ai is your control center.
- Pipeline view — see your funnel at a glance: how many contacts at each stage. Click any stage to filter the list.
- Campaign cards — each campaign shows its name, status, contact count, and last run.
- Contact list — browse, filter, and review every contact the agent found.
- Context page — update your ICP, playbook, or tone without typing a prompt. Changes apply to the next session.
Controlling your campaign
Two ways to work, always in sync:
In the chat — ask your agent anything:
- "Show me today's leads"
- "How many qualified leads this week?"
- "Update my ICP to include companies with 200+ employees"
- "Pause the campaign"
In the dashboard — visual pipeline, campaign management, context editing. No typing required.
Update context in the dashboard, and the agent picks it up in the next session. Update it in the chat, and the dashboard reflects it immediately.
Your daily workflow
Daily lead gen prompt
Run today's lead gen for campaign "[name]".
Search for new prospects, qualify against my ICP, and save matches.
Show me a summary when done.
- Use Haiku for daily lead gen to save Claude credits. Haiku handles search, visit, and qualification perfectly. Save Sonnet for outreach where personalization matters. See Optimize Claude Pro.
- Lead gen uses search (300/day base) and visit (350/day base) limits. A daily batch of 30-50 profiles is sustainable and effective. See Limits & Anti-Ban.
What's next
- Once your pipeline has qualified leads, you're ready for outreach (coming soon in docs).
- For more advanced targeting — competitor mining, post engagement, Sales Navigator, and more — see the Advanced Lead Gen Strategies guide.
- To scale across multiple LinkedIn accounts, see Multi-Account LinkedIn.