Lead Generation
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Lead Generation
AI Lead Generation Engine
New prospects that match your ideal customer profile land in your CRM, ready for your team to work.
When the pipeline runs dry between campaigns, reps spend their best hours searching for companies instead of selling. This engine searches for companies and contacts that match your ideal customer profile, checks each one against your own qualification rules and adds the good matches to your CRM with the fields your team needs. Your reps open the CRM to fresh, relevant prospects.
- A steady flow of prospects matching your ideal customer
- Each match checked against your qualification rules first
- New lead records written straight into your CRM
$4,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Lead Generation Engine searches for companies and contacts that match your ideal customer profile, then adds them to your CRM as new lead records with the fields your team needs to start outreach. Every match is checked against your own qualification rules before it reaches a rep.
Why businesses buy it
An empty pipeline is the most expensive problem in sales, because it shows up months later as missed revenue. Buying lists gives you volume without fit, and manual prospecting eats rep time. This engine keeps finding companies that match the customers you already win, filters out poor fits and puts them where your team works. Reps spend their time on conversations instead of research. The criteria, systems and workflows are written on the Scope Card before you order, so you know exactly what lands in your CRM.
Problems this solves
Reps spend hours searching for companies that fit
The engine searches for companies and contacts matching your ideal customer profile. It adds them to your CRM as new lead records, so reps start with a list instead of a search.
Lead lists arrive with missing fields reps must fill in
Each lead record includes the fields your team needs to start outreach, agreed during setup. Records are written straight into your CRM through the connected system.
Poor-fit leads waste outreach time and drag down reply rates
Every match is checked against your own qualification rules before it reaches a rep. Leads that fail the rules stay out of the queue, so reps work on better fits.
A good fit if
Your pipeline runs dry between campaigns and your reps spend real hours searching for new companies to approach.
You have a clear idea of your ideal customer, such as industry, size or role, even if it isn't written down formally yet.
Your CRM is the system your team actually works from, so new records showing up there get worked, not ignored.
You want new prospects checked against your criteria before they reach a rep, not a raw, unfiltered list.
Not the right fit if
Your leads already exist in the CRM and just need company and contact data filled in. See AI Lead Enrichment.
Your main problem is inbound leads that need qualifying through conversation, not new prospects to find. See AI Lead Qualification Agent.
You want the new prospects researched and written to individually before a rep sends anything. See AI SDR Agent.
You need more than two connected systems or more than six workflows. Add a note at checkout and we quote the extra scope, or start from a custom build.
How it works
- You give it your ideal customer profile: industry, size, role, region or whatever criteria matter to your business.
- It searches the data sources you license for matching companies and contacts, such as Apollo, Clay, Crunchbase or a Sales Navigator export.
- It checks each match against your qualification rules before it counts as a real prospect, not just a name on a list.
- It writes each qualifying prospect into your CRM as a new lead record, with the fields your team already uses.
- It verifies email addresses and flags likely duplicates or poor matches, so a rep reviews the borderline cases first.
- It logs how many prospects were found, matched and added, so you can see the pipeline it is building over time.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to your CRM, sandbox or test records are fine to start.
- Your own prospect data account, such as Apollo, Clay, Crunchbase or Sales Navigator, with credits for your monthly volume.
- For EU prospects, your legitimate-interest assessment, or a decision to keep EU targeting at company level only.
- Your ideal customer profile and the qualification criteria a prospect has to meet.
- Your sales playbook, or a handful of sample emails that show how your team talks to prospects.
- Ten real examples of leads or conversations, so the agent learns what a good match looks like.
- The person who approves prospects that fall into a gray area.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the final setup.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, ideal customer profile and qualification rules agreed.
Weeks 1–2
Search and matching logic built against your criteria.
Week 3
CRM connected with read and write access for new lead records.
Weeks 3–4
Fifty documented test scenarios run, results sent to you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded 60-minute handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,500 |
| Express | 15–25 working days | $5,300 |
| Rush | 10–20 working days | $6,100 |
What you receive at handover
- The AI Lead Generation Engine, configured to your ideal customer profile
- Your qualification rules built into up to six workflows with approval steps
- A CRM connection that creates lead records with your agreed fields, plus up to one more system
- A test report covering the documented test scenarios
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can give reps a steady flow of fitting leads without manual searching
- Helps every new lead arrive ready for outreach
- Makes it easier to keep poor fits out of the pipeline
- Qualified leads added per month
- Use your CRM's lead source field to count engine leads each month. Compare with hand-sourced leads before launch.
- Rep hours on list building
- Ask reps to estimate weekly prospecting research time before launch and after a month.
- Meetings booked from engine leads
- Report on meetings by lead source in your CRM, and compare with hand-built lists.
Before you start: Record how many new leads reps add each month and how long that takes. Note the meeting rate from those leads.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $50 to $250 a month in AI model usage and hosting, billed to your own accounts. Prospect data credits come on top, on your own Apollo, Clay, Crunchbase or similar plan. They are often the largest monthly line, and they set how many prospects you can pull. Your existing CRM plan stays as it is.
AI usage during the build and testing is billed the same way, in your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
We recommend monthly maintenance for this build, for monitoring, fixes and adjustments to your ideal customer profile as your market shifts. The change hours scale with the build. Maintenance starts after the thirty days of post-launch support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A prospecting database is usually a monthly seat fee with credit limits | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Scope | A database returns everyone matching broad filters | An agency agrees scope during the project | Ours checks each match against your own qualification rules first |
| Delivery | A database works the day you sign up, with generic filters | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Where results land | A database usually exports to a spreadsheet you upload yourself | An agency build depends on what was agreed | Ours writes qualified prospects directly into your CRM |
Questions about this product
How does it decide a prospect is a good match for our ICP?
It checks each company and contact against the ideal customer profile and qualification criteria you provide during intake, such as industry, size, role or region. Anything that doesn't clearly match is flagged for a rep to review rather than added to your CRM automatically.
Will it create duplicate records in our CRM?
No. It checks existing CRM records before adding a new one, and flags anything that looks like a possible duplicate for a person to confirm rather than creating it outright. That duplicate check is part of the fifty test scenarios run before launch.
What's the realistic monthly cost once prospecting is actually running?
Roughly $50 to $250 a month in AI model usage and hosting, paid in your own accounts. Prospect data credits on your own Apollo, Clay or similar plan come on top and are usually the biggest line. We charge no per-lead fee for the prospects it finds and qualifies.
Can we change our ideal customer profile after it's already live?
Yes. Updates to your criteria, such as a new industry, region or company size band, fit inside the monthly change hours once you have maintenance. A bigger shift, like adding a second target market entirely, is scoped as a written Change Quote first.
Does it also write and send the first outreach message itself?
No, this build finds and qualifies prospects and writes them into your CRM as new records ready to work. If you also want researched, personalized first-touch outreach written and sequenced for rep approval, see AI SDR Agent, which builds on the same kind of prospect list.
How much of our sales team's own time does the setup require?
Expect to spend one to two hours on intake, mainly defining the ideal customer profile and granting CRM access, inside the seventy-two-hour window after ordering the build. After that, expect roughly an hour to review the fifty test scenarios before launch.
Can the lead generation engine find prospects in the EU?
Yes, with care. For EU prospects we work at company level first and only add named contacts once you have a legitimate-interest assessment in place. That assessment is yours to make, and nothing on this page is legal advice. Contacts are also checked for duplicates and email validity before they reach your CRM.
Who owns the prospect records it creates?
You do. Every qualifying prospect is written straight into your own CRM, so the records are yours from the moment they're created, not held anywhere else. Thirty days of post-launch support are included, and monthly maintenance picks up from there if you want it.
Stop letting your pipeline run dry between campaigns.
Order the AI Lead Generation Engine and qualified prospects that match your ideal customer start landing in your CRM, ready for your team to work.
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