Tips on approaching Your SimplyIntel Leads

To ensure you make the most of our lead identification software while maintaining a respectful and professional approach, please consider the following guidelines:

Discreet Approach:

The primary goal of the discreet approach is to initiate a conversation with potential leads without making them feel uncomfortable or invaded upon. It’s about striking a balance between personalization and discretion.

Why It Matters:

Trust Building: Trust is the foundation of any professional relationship. Revealing that you know a lead visited your website can breach this trust from the outset. It may make the lead feel monitored or spied upon.
First Impressions: The way you initiate a conversation can set the tone for the entire relationship. A discreet approach ensures the conversation begins on a positive note.

Avoid Direct Mentions:

Phrases to avoid:
“I noticed you visited our website recently.”
“Our system informed us of your interest.”
These types of statements can be jarring and create a sense of surveillance.

Here is some alternative strategies:

General Outreach: Frame the conversation as a general outreach based on their profession or industry.
Example: “We’re currently reaching out to industry leaders in [specific field], and we believe our offerings could be beneficial to professionals like you.”

Relevant Offerings: Use the data on pages they visited to subtly tailor your conversation without mentioning the visit.
Example: If they visited a page about a specific product, you could say, “We’ve recently been discussing our [specific product] with industry professionals and thought it might be of interest to you.”


Positive Reception: Leads are more likely to engage in a conversation when they don’t feel pressured or watched.
Higher Conversion: A non-invasive approach can lead to more meaningful conversations and potentially higher conversion rates.

Key Takeaway: The discreet approach is all about making the lead feel valued and respected, without overstepping boundaries or making them feel uncomfortable. It’s about showing genuine interest and offering value without revealing the source of your information.

Tailored Communication:

Use the information about pages visited to suggest relevant products or services.

Example: “We’ve enhanced our [specific product] recently and believe it might align with your interests.”

Initiate Contact via LinkedIn:

Start by sending a personalized connection request.

Mention a shared interest, mutual connection, or a notable point from their LinkedIn profile.

Utilize Personality Insights:

Use the provided personality assessment to shape your communication style.

If the lead is detail-oriented, provide comprehensive details. If they’re big-picture thinkers, provide a broad overview.

Seek Mutual Connections:

Highlight any mutual connections or shared interests as conversation starters.

Offer Value Upfront:

In your initial communication, offer something valuable, such as a resource, case study, or webinar invite.

Stay Updated on Company News:

Mention any significant recent event or product launch from the lead’s company to show genuine interest.

Tailor Solutions Based on Company Size:

Customize your outreach based on the lead’s company size. Offer SME solutions for smaller companies and enterprise-level solutions for larger ones.

Time Your Outreach Thoughtfully:

Frame your communication around timely events or expansion efforts without revealing the source of your lead information.

Provide an Opt-Out Option:

Always allow leads to opt out of future communications easily, ensuring you engage only with those genuinely interested.

Prioritize Soft Skills:

Focus on empathy, active listening, and building genuine relationships. A gentle, understanding approach is more likely to resonate.

Feedback is Essential:

Encourage feedback from leads to refine your outreach strategies continually.

By adopting these guidelines, you’re more likely to build positive, productive relationships with your leads, driving better results for your business.