How it works

Work every lead like your best one.

The problem

Fifty open leads. Five get worked.

In complex sales, every lead needs research, a specific reason to reach out and patient follow-up over weeks. No seller has time for that across fifty leads, so most go cold.

5 of 50 worked. Go on, work one.
No evidence
Senior buyers stop at the first generic line.
No personal voice
Templates and AI drafts sound like neither person who signs them.
No memory of the thread
What the prospect said on the call rarely reaches the next email.
No follow-through
A lead that goes quiet is usually never touched again.
What a lead is

A lead is a person at a company that could buy from you.

In B2B sales, a lead is a named decision maker at a company that fits what you sell. Working one well means knowing why they might need you now, saying it in a way a senior buyer will read, and following up for weeks until they are ready.

1
The right role
A person who can decide, not only one who can reply.
2
The right company
The size and industry your company serves.
DW
Dana Whitfield
VP Operations, Kestrel Cold Chain 1
Score 82
Food logistics / 420 employees 2
Anchor signal Good 3
New VP of Operations in July, second distribution center announced
Press release, Sep 18
Closest case study 4
A second distribution site delivered for a regional food distributor
From your case library
Illustrative data, invented company
3
A reason now
A dated, sourced signal of a need.
4
Proof you have done it
A similar project your company has already delivered.
How leads are chosen

The right leads start with what you have already won.

RevBraid does not search for or supply leads. Our lead data partner finds them, briefed on the markets where your company has proven projects, the right role and the right company size. RevBraid takes them in with the lead data partner's fit score, checks each against your ideal customer, and prepares the work on each one for your sellers. A lead is worth working when three strands meet.

Besides our lead data partner, RevBraid works leads from any source the team already uses: Sales Navigator, other data providers, intent data or a seller's own list.

1
A market you have proven
A segment where your company has delivered successful projects.
2
The right person, the right size
A decision maker in the right role, at a company of the size you serve.
3
A need you have solved before
A current, sourced signal of a need your company met in a similar project.
A lead worth working
With the lead data partner's reasons and the sources.
A market you have proven
A segment where your company has delivered successful projects.
The right person, the right size
A decision maker in the right role, at a company of the size you serve.
A need you have solved before
A current, sourced signal of a need your company met in a similar project.
A lead worth working
With the lead data partner's reasons and the sources.
From our lead data partner

When our lead data partner matches a lead to one of your past projects, RevBraid leads the research brief, the first message and the client deck with that case.

From your own network

Leads you add are researched and, once you pick a sequence, followed up the same way. Their proof points come from your case library.

Dated events jump the line.

A lead with a dated event coming up moves to the front: it is researched first and its sequence is timed to land before the event.

Inside RevBraid

Here is what working a lead looks like on a real working day, with invented companies.

Every message knows what was said before.

Only the next message is written, when it is due, from the words already sent and what the prospect did, including the reply you log after a call.

Day 1, LinkedIn
Connection accepted
Day 3, email
Sent on the new VP of Operations. No reply.
Day 6, call, reply logged
"Decisions for the new site wait for the November budget review. Asked to hear back before then."
Day 8, email, written this morning

Dana, thanks for the time on Thursday. You mentioned the decisions for the new site wait for the November budget review. Would a short note on how a similar opening was planned help before that review?

from the reply you logged, not a template
skips the new VP news, used on day 3
Open in Outlook Edit
Illustrative data, invented company

A lead you move to nurture stays there until you work it again.

1
Not now

Held until the date the prospect named.

2
Watched

Checked monthly for funding, a new leader, a launch or an expansion.

3
Warmed

A short warm-up message is ready when one falls due.

4
Revived

Back on the track with a fresh plan, in your voice.

A lead with no usable signal is held until a new one arrives. It is never dropped.

One lead at a time.

  1. D1
    Discover

    A delivered lead, or one you add by name and company.

  2. U2
    Understand

    Dated, sourced signals. One anchor. Weak news researched again.

  3. E3
    Engage

    The next message, written when due and checked.

  4. A4
    Advance

    Replies and calls change the path. Booked, or nurtured.

Sequences

Your sequences, your channels.

Every company runs its own sequences, set up with RevBraid: a few tracks for different markets or kinds of lead, each as short or as long as the sale needs, on email, LinkedIn, phone, voicemail and text, alone or combined. A seller can move a lead to another track or change its plan. The 15-day track below is one example.

One example: a 15-day, nine-touch track.

Fifteen days. Only the next touch is written.

Later touches stay a plan, so each message is written from what already happened.

  1. Day 1
    LinkedIn
    Connect
  2. Day 3
    Email
    On the anchor signal
  3. Day 5
    LinkedIn
    Status check
  4. Day 7
    Email
    A second angle
  5. Day 9
    Phone
    Call Studio
  6. Day 11
    Email
    Written today, the time ask
  7. Day 12
    LinkedIn
    On their own post
  8. Day 13
    Phone
    The final call
  9. Day 15
    Email
    The easy out
Illustrative. Your company's tracks are its own.
When a lead becomes an opportunity

RevBraid works the lead. Your CRM manages the opportunity.

A sequence stops the moment a reply or a meeting is logged. When the conversation turns into a real opportunity, with meetings, a proposal and a project to follow, it moves to your CRM, which stays the record for clients, meetings, proposals and projects. RevBraid's job is everything before that point: finding the reason, working the sequence and getting the meeting.

What they said decides what you say next.

"Send me something."
A short note on that exact topic, the same day.
"Not before November."
Held until the date they named, then a fresh plan.
On a call: "Budget review first."
Log it as their reply, and the next draft answers the review.
Silence for weeks.
A written touch comes before any call.

The exact words, in call order, with the evidence beside them.

Marcus Reyes, Brightwater Clinics02:14

Hi Marcus, this is Sam with Northpoint. I saw Brightwater opened three new clinics this year and is consolidating suppliers. How is the day to day keeping up with all of that?

Asks about priceNot nowWants a call
Evidence beside you
Third clinic opened
Aug 12
Supplier consolidation announced
Aug 29
Call Marcus
Illustrative data, invented company

Wins are noticed.

A connection accepted, a reply, a meeting booked: each is recognized for the team on the spot. Small and immediate, and it builds the habit.

How to start

From first call to a working team.

  1. 1
    A demo on a real lead

    Thirty minutes, on a lead from your own market that you choose.

  2. 2
    Set up for your company

    Your sales method, your sequences and each seller's voice, set up with you for your company.

  3. 3
    Your team goes live

    Your sellers work their leads in RevBraid, next to the email, LinkedIn and CRM they already use.

Walk the tour, then bring a real lead.

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