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Documentation · OMG Leads

OMGLeads.

Find qualified prospects with verified contact data, qualify them fast, and keep the follow-up moving.

Set it up

From portal login to your first prospect list in four steps.

1. Launch it from the portal

OMG Leads is a live app you open from your client portal. Log in, go to Apps, and launch OMG Leads.

2. Describe your ideal customer

Tell the AI-powered search who you sell to. Filter by industry, revenue, location, and employee count so results fit your business, not a generic list.

3. Review verified prospects

Leads come with verified contact information: emails, phone numbers, and decision-maker details, plus company context so your first conversation starts warm.

4. Export or integrate

Export to CSV or push leads into the tools you already use, and keep the pipeline moving where your team works.

New here? The OMG Leads page covers what the app does and how to get it.

Qualify with four questions

The classic BANT framework keeps qualification honest: four answers tell you whether a lead deserves your best hours.

Qualifier

Budget

Ask what they plan to spend: "What's your budget for this project?" A range answer is enough to route them.

Qualifier

Authority

Find out their role in the purchase: decision maker, influencer, researcher, or end user.

Qualifier

Need

Name the problem they're solving. If it isn't a problem you solve, disqualify early and politely.

Qualifier

Timeline

When do they need it: ASAP, one to three months, three to six, or just researching? "ASAP" answers deserve the fastest response you can give.

A follow-up cadence that ships

Most deals die from silence, not rejection. Here's a simple week-one cadence to run on every qualified lead.

Day 0 · Acknowledge

Reply the day the lead arrives. Confirm you got their request and what happens next.

Day 1 · Nudge

A short check-in if they haven't replied: one question, easy to answer from a phone.

Day 3 · Add value

Send something useful: a relevant example of your work or an answer to the question they're probably sitting on.

Day 5 · Call

Pick up the phone. A two-minute call settles what a week of email won't.

Day 7 · Close the loop

A final note with a clear next step. Stop the cadence the moment they reply, book, or opt out.

Want the first alert automated? Build the lead notification automation from the getting-started guide.

Working tips

Ready to fill the pipeline? Get OMG Leads.