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How an Outbound Lead Generation Campaign Runs: Step-by-Step Guide

Outbound lead generation remains one of the most effective ways for B2B companies to build predictable sales pipelines. Unlike inbound marketing, where you wait for prospects to find you, outbound campaigns allow you to proactively reach decision-makers through carefully targeted outreach, tailored messaging, and consistent follow-up.

At Reexia, we specialise in running structured outbound lead generation campaigns that combine data research, personalised email engagement, and professional telemarketing to deliver qualified opportunities directly to your team. But how exactly does such a campaign work from start to finish? Let’s break down the process step by step.

1. Initial Consultation and Campaign Briefing

Every successful outbound campaign starts with alignment. Before any outreach takes place, we hold an initial consultation to understand your goals, target market, decision-maker profiles, and sales process.

After this discussion, we provide you with a briefing document for you to complete. This allows us to capture the key details straight from you, including:

Your target industries and geographies The buyer personas we should approach (job titles, seniority, company size) The key selling points to highlight in messaging Your definition of a qualified lead

Once the document is returned and approved, we are fully aligned and ready to move forward.

2. Data Research and List Building (2 Weeks)

High-quality data is the foundation of any outbound lead generation campaign. Once we receive the go-ahead, our in-house research team spends around two weeks building and enriching a tailored database.

This process includes:

Identifying target companies that match your ideal client profile, sourcing the right decision-makers within those organisations, validating emails and phone numbers for deliverability, collaborating with you to confirm accuracy and priorities. We use tools such as Linkedin Sales Navigator

By the end of this stage, we have a clean, verified, and targeted prospect list that maximises campaign efficiency.

3. Project Kick-Off: Email Engagement First

Before jumping into calls, we begin the campaign by sending personalised outreach emails. These emails are crafted to:

Introduce your brand and value proposition Spark early engagement with prospects Encourage referrals or introductions within target companies

This warm-up step helps us build awareness and increases the chances of positive responses once telemarketing begins.

4. Telemarketing and Conversation Building

After the email engagement stage, we launch the calling phase. This is where our experienced B2B telemarketers reach out directly to decision-makers.

The aim is to:

Start meaningful conversations about your services Qualify interest based on your criteria Secure next steps such as booked meetings, calls, or requests for proposals

At this point, we are no longer “cold calling” prospects are already somewhat familiar with your brand thanks to the email outreach.

5. Lead Quality Control and Handover

Not every positive response qualifies as a true lead. That’s why every lead we generate goes through a rigorous quality control process.

An independent assessor reviews the opportunity against the agreed campaign criteria. Only leads that meet your requirements are approved. You then receive a lead report with full details of the opportunity, including contact information and conversation notes, so your sales team can act immediately.

This process guarantees that the leads we deliver are genuine and aligned with your objectives.

6. Ongoing Communication and Reporting

A good outbound lead generation campaign is never “set and forget.” Throughout the project, you will be in active communication with your dedicated project manager.

This includes:

Bi-weekly meetings to review progress, discuss challenges, and adjust strategy Transparent reporting on calls made, emails sent, responses, and leads generated Regular feedback loops to continuously refine targeting and messaging

This collaborative approach ensures the campaign adapts to real-world results.

Why Outbound Lead Generation Works

Outbound lead generation allows businesses to take control of their pipeline instead of waiting for inbound leads to trickle in. By combining targeted data research, multi-touch engagement, and consistent follow-up, you can reach the right people with the right message at the right time.

At Reexia, our outbound campaigns are designed to deliver measurable results and quality opportunities, not just activity. From consultation to lead handover, our process is built on transparency, collaboration, and accountability.

Final Thoughts

Running an outbound lead generation campaign is not about blasting generic messages to thousands of people. It’s a structured, data-driven process that combines research, multi-channel outreach, and quality control to ensure you only receive leads that matter.

If you’re ready to grow your sales pipeline with targeted outbound lead generation, get in touch with us today. We’ll guide you through every step, from consultation to lead delivery, and help your business reach new opportunities