Lead Generation
Objective
Build and maintain a continuously growing pipeline of qualified prop-firm trader leads, scoring them from cold to warm to hot based on intent signals, and routing them into the appropriate email nurture or sales sequence. Target: 200+ new qualified leads/month with a 15% warm-to-paid conversion rate within 30 days.
When to Use This Skill
- •New landing page visitors are captured via GA4 but have not signed up identify and enrich.
- •Discord community members ask questions about hedging, drawdown protection, or multi-account management flag as warm leads.
- •Paid ad campaigns (Google/Meta) generate click-throughs capture and score.
- •Organic blog/SEO content attracts visitors searching for prop-firm hedging solutions extract intent signals.
- •IB partner (Vantage/BlackBull) shares a referral list ingest, deduplicate, and score.
- •Monthly lead pipeline review is due generate segment health report.
Input Specification
| Field | Type | Required | Description |
|---|---|---|---|
| lead_source | enum | Yes | landing_page, discord, google_ads, meta_ads, organic_search, ib_referral, manual_import |
| raw_leads | object[] | Yes | Array of { email, name?, source_url?, utm_params?, discord_id?, broker? } |
| scoring_model | enum | No | default or ggressive aggressive lowers thresholds for beta-growth phase (default: default) |
| enrichment_level | enum | No | asic (email validation only) or ull (email + social + trading profile) default: ull |
| auto_route | boolean | No | If rue, automatically trigger the appropriate email sequence for scored leads (default: rue) |
Step-by-Step Process
1. Lead Ingestion
- •Accept raw leads from the specified lead_source.
- •For landing page: Pull GA4 session data via GA4_MEASUREMENT_ID to capture UTM parameters, pages visited, time-on-site, and CTA interactions.
- •For Discord: Monitor #general, #hedging-strategies, and #support channels for users expressing prop-firm pain points. Flag keywords: "drawdown", "challenge failed", "hedge", "multiple accounts", "FTMO", "The5%ers", "TopStep", "Apex", "funded account", "capital preservation".
- •For paid ads: Ingest Meta/Google Ads lead form submissions via META_ADS_TOKEN / GOOGLE_ADS_API_KEY.
- •For IB referral: Accept CSV/JSON from Vantage or BlackBull partnership team.
- •Store all raw leads in Supabase leads table via SUPABASE_URL + SUPABASE_KEY.
2. Deduplication & Validation
- •Deduplicate by email (primary) and Discord ID (secondary).
- •Validate email deliverability reject disposable/temporary email domains.
- •Merge duplicate records, preserving the earliest created_at and richest profile data.
- •Flag existing Hedge Edge users (match against Supabase users table) to avoid re-marketing to active subscribers.
3. Enrichment
- •Basic: Email syntax validation + MX record check.
- •Full enrichment:
- •Cross-reference Discord membership (is this lead in the Hedge Edge Discord?).
- •Check for prop-firm community activity (public profiles on FTMO leaderboard, MyFXBook, MQL5).
- •Identify broker affiliation are they already trading with Vantage or BlackBull (potential IB conversion)?
- •Estimate account count and challenge stage from available signals.
- •Append enrichment data back to Supabase leads table.
4. Lead Scoring
Apply a points-based scoring model:
| Signal | Points |
|---|---|
| Visited pricing page | +20 |
| Downloaded app / started trial | +40 |
| Discord member | +15 |
| Asked about hedging in Discord | +25 |
| Clicked Google/Meta ad | +10 |
| Opened previous email | +10 |
| Clicked CTA in previous email | +15 |
| Trades with Vantage or BlackBull | +20 |
| Manages 3+ funded accounts | +30 |
| Previously failed a prop-firm challenge | +25 |
| Visited landing page 3+ times in 7 days | +20 |
| Referred by existing user | +15 |
Score thresholds:
- •Cold: 0-29 add to newsletter list, long-term nurture.
- •Warm: 30-59 trigger conversion drip email sequence.
- •Hot: 60+ flag for immediate outreach (personal email or Discord DM from founder).
Aggressive model (for growth phase): Lower warm threshold to 20, hot to 45.
5. Segmentation
- •Assign leads to Supabase segments based on score + attributes:
- •cold_newsletter educational content, build awareness.
- •warm_trial_nudge product-focused emails, free trial CTA.
- •hot_founder_outreach personal touch, schedule demo or 1:1.
- •ib_warm_vantage / ib_warm_blackbull broker-specific IB conversion path.
- •churned_re_target previously trialled but didn't convert.
6. Routing
- •If uto_route is true:
- •Cold add to Newsletter Management skill queue.
- •Warm trigger Email Marketing skill with campaign_type: conversion_drip.
- •Hot send n8n webhook to alert founder + trigger high-priority welcome sequence.
- •IB-warm trigger Email Marketing skill with campaign_type: ib_referral.
- •Sync all segments to Google Sheets CRM via n8n for manual review.
7. Pipeline Hygiene (Weekly)
- •Re-score all leads based on latest interaction data (email opens, site visits, Discord activity).
- •Decay scores by -5 points/week for leads with zero interactions.
- •Archive leads with scores below 0 after 60 days of inactivity.
- •Remove hard bounces and unsubscribes from active pipeline.
Output Specification
| Output | Format | Destination |
|---|---|---|
| Scored lead records | JSON array [{ email, name, score, segment, enrichment_data, source }] | Supabase leads table |
| Pipeline summary | JSON { total_leads, cold_count, warm_count, hot_count, new_this_week, score_distribution } | Google Sheets CRM + Notion |
| Hot lead alerts | Webhook payload { email, name, score, top_signals } | n8n founder notification (Discord/email) |
| Segment sync | CSV export | Google Sheets CRM |
| Routing actions | Trigger payloads | Email Marketing skill, Newsletter Management skill |
API & Platform Requirements
| Platform | Variable | Operations Used |
|---|---|---|
| Supabase | SUPABASE_URL, SUPABASE_KEY | Read/write leads table, query users for dedup, read event logs |
| GA4 | GA4_MEASUREMENT_ID | Pull session data, page views, CTA events for landing page visitors |
| Google Ads | GOOGLE_ADS_API_KEY | Fetch lead form submissions, click data, conversion events |
| Meta Ads | META_ADS_TOKEN | Fetch lead form submissions, audience overlap reports |
| n8n | N8N_WEBHOOK_URL | Route hot-lead alerts, sync CRM, trigger email sequences |
| Notion | NOTION_API_KEY | Update pipeline dashboard, log weekly hygiene reports |
| Creem.io | CREEM_API_KEY | Match leads to checkout events for conversion attribution |
Quality Checks
- • Zero duplicate leads in Supabase (unique constraint on email)
- • Email validation rejects 100% of disposable/temp domains
- • Lead scoring model produces a roughly normal distribution (no > 60% in a single tier)
- • Hot leads receive founder outreach within 4 hours of scoring
- • Weekly pipeline hygiene runs without manual intervention
- • Enrichment data populates 70% of non-null fields for full-enrichment leads
- • All UTM parameters from paid campaigns are correctly captured and attributed
- • Score decay prevents stale leads from clogging the warm/hot pipeline
- • IB-affiliated leads are correctly routed to broker-specific nurture paths
- • Pipeline summary matches between Supabase counts and Google Sheets CRM ( 1% tolerance)