A realtor, a contractor, or a small agency owner doesn't need a 40-page strategy deck — they need leads that turn into paying customers. This lead generation marketing plan generator builds both the plan and the pipeline in one place. Describe your business and Taskade Genesis sets up your capture channels, your follow-up sequences, and a live tracker that shows every lead from first contact to signed deal — so no warm prospect slips through the cracks.
What's Included
- Lead Capture Plan: The channels that fit your business — landing pages, referrals, local ads, social — with a capture form for each
- Follow-Up Sequences: Ready-to-send emails and call scripts for new, warm, and cold leads, so nobody is forgotten
- Pipeline Tracker: Every lead in one view, moving from New to Contacted to Quoted to Won
- AI Agent: Ask "which leads haven't heard from me this week?" or "who's closest to buying?" and get a clear list
- Automation: A new form submission creates the lead, starts the follow-up sequence, and reminds you when it's time to call
- Connected Projects: Leads link to the quotes and jobs they become, so your marketing ties straight to revenue
How To Use
- Open the live app above and clone this Taskade Genesis workspace into your account
- Describe your business, who your best customers are, and where they find you — the agent builds your capture and follow-up plan
- Track leads in the project view you like — Board for the pipeline, Calendar for follow-up dates
- Add automation triggers so a new lead kicks off the follow-up sequence the moment it arrives
- Watch the tracker fill with real prospects — and let the agent tell you each morning who to call first
See more lead and pipeline apps in the Community Gallery, or pair this with the B2B Marketing Plan.