Leadbay / Guides
We share here everything sales and marketing operating needs to know about leads qualification, workflows, tools and good practices.
Clear questions, practical methods, and tools to examine when qualifying companies and contacts.
France and US editions
01 / Category
Lead qualification
How to assess a company's fit, find the right contact, and work with incomplete evidence.
Articles in this category
- How to qualify companies and contacts with AIPlanned
- Finding good prospects when company data is scarcePlanned
- Contact enrichment vs lead qualificationPlanned
- Use won and lost deals to define your next best customerPlanned
02 / Category
Data, systems and the LLM interface
Query internal data, join it with external market information, and govern what agents can write back.
Articles in this category
- What can move from a CRM into Claude or ChatGPT?Planned
- The LLM as a shared interface to sales and marketing systemsPlanned
- Querying Snowflake customer data with an LLM: access, semantics, and limitsPlanned
- Connecting a data lake to lead qualification: what to expose to AIPlanned
- Using Supabase customer data in AI workflowsPlanned
- Querying Microsoft Dynamics 365 Customer Insights - Data from an AI workflowPlanned
- Salesforce Data Cloud in an AI qualification workflowPlanned
- Syncing fragmented CRM and data-lake records with external market dataPlanned
- How agents can update sales systems safely: permissions, review, and audit trailsPlanned
03 / Category
AI workflows and good practices
Practical ways to make Claude and ChatGPT useful across sales and marketing teams.
Articles in this category
- Prospecting with Claude and Leadbay MCPPlanned
- Prospecting with ChatGPT and Leadbay MCPPlanned
- Sales workflows you can run through MCPPlanned
- Claude and ChatGPT as a team interface for lead qualificationPlanned
- Building a shared AI prospecting workflow across sales and marketingPlanned
04 / Category
Marketing-led growth
Turn qualified account research into channel choices, creative work, and useful feedback to sales.
Articles in this category
- Marketing-led growth: from qualified accounts to channel strategyPlanned
- Choosing Meta, LinkedIn, X, or Reddit for B2B audience researchPlanned
- Adside, Arcads, and Pletor: where strategy, video, and creative production fitPlanned
- Account and contact qualification for marketing teamsPlanned
05 / Category
Sales-led growth
Research, outreach, calling, meeting notes, and the systems that connect them.
Articles in this category
- Sales-led growth: from target account to outreach and callPlanned
- Lemlist vs Instantly: compare outreach workflows, not only feature listsPlanned
- Allo, Aircall, and other calling tools: what a sales team needs to comparePlanned
- How to capture call outcomes and next steps in AttioPlanned
- Granola to Attio: syncing meeting notes to the right CRM recordsPlanned
06 / Category
France and US markets
Sector-specific prospecting for markets where companies and contacts are hard to map.
Articles in this category
- How to qualify construction companies with limited dataPlanned
- Qualifying independent hospitality businessesPlanned
- Prospecting in the US and France: what changes?Planned
- Qualifying B2B service firms in the USPlanned
07 / Category
Real-world use cases
Apply qualification to exhibitor directories, website intent, and existing account lists.
Articles in this category
- Real-world use case: qualify companies from a trade-show exhibitor directoryPlanned
- Real-world use case: from website intent to a qualified account and contactPlanned
- Real-world use case: reconcile an account list before an outreach launchPlanned
Titles marked Planned are editorial topics, not published articles.