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Playbooks
LEAD GENERATION
How to generate more high-intent leads without adding more headcount
Introduction
Marketing teams are under more pressure than ever to deliver pipeline without increasing costs. Traditional lead generation tactics — static PDFs, gated whitepapers, and generic follow-up — waste time on low-intent leads and make it hard to prove content’s impact on revenue.
The solution is to rethink content as a direct driver of qualified opportunities. By creating content that actively engages, captures rich first-party data, and guides prospects toward a sales conversation, you can scale high-intent lead generation without scaling your SDR team.
Playbook
A clear, 6-step approach to book more meetings and grow pipeline through targeted, measurable content that drives revenue outcomes.
- Create content that converts
- Personalize by audience and segment
- Promote across every key touchpoint
- Capture and connect engagement data
- Generate insights
- Optimize for pipeline and revenue
Before you get started
Turtl has specific features built for lead generation. Knowing which ones to use, and why, ensures you’re not reinventing the wheel. Each feature has a clear role in creating, personalizing, distributing, and tracking content performance.
Features checklist
Editor - create asset, best used with Hatch
Personalization engine - create dynamic, token-based content tailored automatically to each reader
Analytics dashboards - monitor document performance, audience engagement and Turtl-influenced deal data, best used with Hatch
Hatch - recommended, enhance intelligent content creation and surface revenue insights
CRM Integration - enable data flow with CRM/MAP to identify leads, get Turtl engagement data in CRM and sync deal data
Localization - supports content in multiple languages, best used with Hatch
| Features | Required? | What it’s used for | Included in which package* |
|---|---|---|---|
| Editor | Required | Enables intelligent content creation | All packages |
| Personalization | Recommended/ Required in some cases | Creates personalized experiences; supports Internal Form, Public Form, Batch, Datasource personalization options | Grow/Grow AI Scale/Scale AI |
| Analytics Dashboard | Required | Enables performance and ROI data across analytics | All packages |
| Hatch | Recommended | Revenue AI Agent to enhance intelligent content creation and surface revenue insights | All AI packages |
| CRM integration | Required | Syncs Turtl with CRM to resolve/ identify Known Readers Sends Turtl engagement data to CRM for shared visibility with Sales Connect with your deal data to understand revenue impact Cookie policies should be set up alongside with the CRM integrations |
Grow/Grow AI Scale/Scale AI |
| Localization | Recommended | Supports content in multiple languages | All packages |
Steps
Step 1
Create content that converts
Design every asset to capture attention and qualify leads. Use Turtl’s interactive formats that reveal buyer intent while delivering value. Place clear, contextual CTAs inside the experience, making conversion the path of least resistance.
Step 2
Personalize by audience and segment
Tailor the experience for each persona or account to increase relevance and conversion rates at scale.
Step 3
Promote across every key touchpoint
Get your content in front of the right people through coordinated social, ads, sales outreach, partner channels, and events.
Step 4
Capture and connect engagement data
Track exactly how prospects interact with your content, then sync those insights directly into your sales systems.
Step 5
Generate insights
Turn engagement signals into prioritization for sales and clear next actions for marketing.
Step 6
Optimize for pipeline and revenue
Focus on the assets and channels that drive meetings booked, opportunities created, and deals closed.
Want to supercharge your lead generation?
→ Use content that actually drives conversions
→ Personalize at scale to reach the right leads
→ Equip sales with real-time data
→ Focus on what generates pipeline
