Two practical lead generation ideas supported by your CRM. Key takeaways: Start with the business decision the CRM should improve.; Check whether the data, process and adoption model support that decision..
2 Lead Generation Strategies When Your Referral Well Runs Dry
Most businesses that deliver great work can rely on repeat business, word of mouth, and referrals.
Until that stream starts to dry up.
If you're starting to feel like you've hit a ceiling, you're not alone. You might be bumping into something called Dunbar's number-the approximate limit (around 150) to the number of people with whom an individual can maintain stable, meaningful relationships. Enough to keep referrals flowing for a while, but eventually those 150 people run out of contacts who need what you offer.
Once you recognise it, you need a proper lead generation plan. Here are two strategies that work-both trackable through your CRM.
TL;DR: Dunbar's number (~150 contacts) limits referral growth. Two strategies: (1) Make referrals frictionless with a clear referral page and smart promotion in newsletters, email signatures, and website popups; (2) Run a lead gen workshop with your team, score ideas, and prioritise. Track performance through your CRM-don't guess.
This month's challenge: generate a consistent flow of leads
You've got the case studies. You've collected reviews. And yet, leads have slowed to a trickle.
So what now? Here are two strategies that will help you generate leads on autopilot-and measure what's working.
1. Make Referrals Easy (Really Easy)
If you want people to refer you, make it as frictionless as possible.
Create a referral page that clearly explains:
- What types of businesses you want referred
- How the process works
- What's in it for the referrer
Then promote it smartly:
- Include it in newsletters
- Add it to your email signature
- Create a popup on your website
- Share it with your clients when you're wrapping up a project
Tools like Rocketseed can rotate campaign banners automatically and even personalise them by domain. The fewer steps between "I know someone" and "I've referred them," the more referrals you'll get.
2. Run a Lead Generation Workshop
It doesn't have to be complicated, and it works even if your team is spread across the world.
How to do it:
- Invite everyone who has a say in marketing or customer interaction
- Use a shared document to brainstorm lead gen ideas
- Attribute each idea to its contributor
- Use ChatGPT to expand or challenge the ideas with prompts like:
- "As a marketing manager for a [your business type], generate 20 lead gen tactics." - "What should an effective referral strategy for a [business type] that provides [x services] include?"
Prioritise with a simple scoring system:
- Likelihood of success (1–5 points)
- Cost/effort required (1–5 points)
- Ease of implementation (1–5 points)
Add up the scores and start with the winners. Make source tracking a visible metric in your CRM dashboards so you know what's working-don't guess.
Ready to ramp up your lead generation?
If your lead generation is haphazard or lives outside your CRM, you've got two options: fix it now, or keep waiting for that lucky referral to land in your lap.
Need a CRM overhaul? We'll help you configure a system that actively supports lead gen. Still using spreadsheets? Book a workshop and start generating insightful, trackable leads.
Take our free CRM Scorecard for a 5-minute assessment and personalised recommendations.
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