Lead Generation Documentation
A complete guide to finding leads, managing lists, creating email campaigns, and automating your lead generation workflows. No technical experience required.
Before you start
Lead generation is a system, not a one-time campaign. Most businesses don't get consistent leads in a week — it usually takes weeks (sometimes months) of testing and iteration to find the right audience, message, and channel. To generate leads reliably, you need 3 things working together:
Clear Offer + Conversion Path
Landing page, CTA, and form optimized for conversions
Consistent Acquisition Channel
SEO/content, outbound, ads, or partnerships delivering steady traffic
Follow-up System
Qualification, nurture sequences, and CRM pipeline to convert leads
This guide shows you the fundamentals and the exact steps to build a lead engine with FiveBucks.
Lead data in the platform is provided through licensed B2B data partners and is subject to our Privacy Policy and Data & Compliance page. Data & Compliance · Privacy Policy
What success looks like
You get a predictable number of new leads per week from one or more channels
Leads are captured into a CRM pipeline with clear status (new → contacted → qualified → won/lost)
Follow-ups happen automatically so leads don't go cold
Quick Start
Documentation Sections
Getting Started
Set up your account, create your first project, and start using lead generation features.
Projects
Organize your lead generation campaigns by project to keep everything organized.
Team Collaboration
Work together with your team on lead generation campaigns and share access.
Platform Integrations
Connect your CRM and email platforms to sync leads and automate workflows.
Domain Verification
Verify your domain to improve email deliverability and build trust with recipients.
Email Setup
Configure your email sending settings and verify your domain for optimal deliverability.
Brand Assets
Upload and manage your brand assets to maintain consistency across campaigns.
Lead Search
Search for leads using advanced filters and criteria to find your ideal prospects.
Lead Enrichment
Enhance your lead data with additional information to improve campaign targeting.
Lead Lists
Organize and manage your leads in custom lists for targeted campaigns.
Segments
Segment your leads based on criteria to create targeted marketing campaigns.
Email Campaigns
Create and send targeted email campaigns to engage with your leads effectively.
Workflows
Automate your lead generation and nurturing processes with custom workflows.
Billing & Subscriptions
Manage your subscription plan, view usage, download invoices, and update payment methods.
Account Settings
Manage your profile information and preferences for your lead generation account.
Still Have Questions?
Can't find what you're looking for? Our support team is ready to help you get the most out of fivebucks.ai.