Automation playbook

Lead generation automation

PantherIQ operates an autonomous prospecting engine that finds, enriches, and contacts qualified accounts while keeping your CRM current.

What it does

The playbook sources new leads from specified industries, enriches them with firmographic data, writes personalized outreach, and hands off warm responses to your sales team.

Workflow diagram

Target filters ↓ Prospect discovery → Enrichment → Messaging → Human QA → CRM sync → Follow-up automation

Expected outcomes

  • Net-new qualified accounts booked on your calendar.
  • CRM automatically updated with contact notes, stages, and sentiment.
  • Alerting when accounts reach reply or scheduling thresholds.

Setup steps

  1. Define ICP filters (industry, revenue, geography) and upload do-not-contact lists.
  2. Connect CRM, email, calendar, and enrichment APIs.
  3. Approve the outreach brief and guardrails for tone, cadence, and escalation.
  4. Schedule verification runs to confirm mappings before production launch.

Best practices

  • Refresh suppression lists weekly to avoid contacting existing customers.
  • Loop in SDR managers on the weekly outcome report to refine messaging.
  • Use PantherIQ usage caps to throttle outreach by territory or channel.

KPIs to monitor

Meetings booked

Tracked per week and compared to manual baselines.

Positive reply rate

Calculated across channels with anomaly alerts.

Pipeline value

Forecasted revenue tied to automation-sourced opportunities.

List health

Bounce rate and enrichment coverage across lead batches.