🚀 Run the Full Lead Generation Flow in 10 Minutes

If this is your first time using Laifaxin and you don't know where to start, remember this one sentence:

Find customers → filter out imprecise ones → tag while saving → build a follow-up plan → track results and respond.

Run this main flow and your lead generation becomes automated. Below we walk through it in 4 chapters, each linked to a detailed article.

Flow Overview

Don't research every feature at the start

First run these 5 steps, then optimize customer precision, email templates, and follow-up cadence.

▶️ Click to watch the video below, or follow the doc. A few minutes will take you through the full flow:

📺 Video blank? Open in new tab →

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1. Find Customers

Finding customers comes in two scenarios:

1. You have a typical customer → use the URL to find similar
2. You don't have any target customers yet → use AI Inference to find audience clusters

Pick the method that matches your situation.

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1. With a Customer: Use One Customer to Find a Batch

For example, you already have a typical customer site: saturnrafts.com — use it to find similar customers 👇

• ① Open AI Database, enter the customer URL in the top search box.
• ② Click the 🔍 Search button on the right.
• ③ The system matches a large number of similar companies based on the website's content.

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2. No Customer: Use AI Inference to Find Audience Clusters

If you don't have any seed customer URL 👇

• ① Open AI Database → click the AI Inference button to the right of the top search box.
• ② In the popup, enter your product (e.g., inflatable rafts), click → AI Smart Generate.
• ③ Wait for cluster analysis → select a target cluster and click View Now.

The system recommends 4 target customer groups at a time, with reasoning for each recommendation.

Based on your product, judge which cluster is best for lead generation, then click View Now under the corresponding cluster.

The system auto-fills the cluster keywords and starts searching.

If you see a very precise customer in the results, click the Find Similar button on the right of each row to expand into more peer customers.

🔗 More Search Details

This section just walks through the flow. The 4 search methods (Domain / AI Inference / Refined / Find Similar) + service words vs product words core thinking is detailed in 👉 📄 Detail 1️⃣ · How to Search Mass Customers · AI Database

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3. Sample Check: Lock in Precise Customers

Search results may have thousands or tens of thousands of entries. Don't rush to save all of them — first jump to the middle and back pages to sample the quality 👇

• For example, jump to page 997. If you find half the results aren't precise, that means relevance drops further back.

• At this point, jump forward to page 500. If most of page 500 are target customers, you can save the first 500 pages of data first.

🤔 Save Decision Criteria

• Current page 70%+ are target customers → this batch is worth saving
• Current page is clearly imprecise → flip back to find a more precise save range

When data is too much to manually flip through, you can also use the system's AI scoring for more precise filtering.

🔗 More Filtering Details

Manual filter vs AI scoring vs combined filter — three methods + how to choose the most point-efficient one, see 👉 📄 Detail 2️⃣ · How to Filter Imprecise Customers · AI Lead Scoring

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2. Save Emails

After confirming customer precision, the next step is to save emails.

1. First-Time Customer Save

After sampling, take the first 500 pages of precise data as an example:

10 entries per page — 500 pages → 5,000 customers

• ① In the search results, first randomly check any 1 customer.
• ② Click the Advanced dropdown on the top left of the results list.
• ③ In "Select first [200] entries", change 200 to 5000, then click Save Contact.

💡 Important Note

The 200 / 5000 here is the limit on total rows to save, not page numbers! First 5,000 = rows 1 to 5,000.

When saving contacts, the recommended setup:

Setting	Recommendation
Company Tag	Name by customer group, e.g. Water Sports Retailers
Contact Tag	Keep consistent with company tag
Email Type	Valid, Unknown
Save Count	5
Advanced Options	New users can skip for now

🌟 Key Saving Point: Tag While Saving

Tagging is for classification management. When marketing later, you can quickly add this batch into a Smart Follow-up plan.

For example, if you tagged with Water Sports Retailers when saving, you can later batch-add customers by this tag into a follow-up plan.

After setup, click the Confirm Conversion button at the bottom right of the popup. The system starts saving contacts.

2. Check Save Results

After submitting the save task, you can check progress at the top right of the page.

• Open Customer Save Records to see all save tasks.

• Once the task completes, open Contacts and filter by the tag you just set to find the saved contacts.

By now, you've completed the first half:

Found prospects, and saved customer emails to Contacts.

🔗 More Save Details

Tag naming formula + 3 save strategies (save all / batch / manual + AI combined) + system auto-deduplication detailed in 👉 📄 Detail 3️⃣ · How to Save Precise Customers · Save Contacts

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3. Build the Plan

After saving customers, you can start sending outreach emails.

Laifaxin has two common sending methods:

Sending Method	When to Use	Recommendation
Single Mass Send	Send a batch on the fly, holiday greetings, small-batch testing	⭐⭐
Smart Follow-up Plan	Long-term, multi-round, automated lead generation	⭐⭐⭐⭐⭐ Highly recommended

Why Smart Follow-up? Foreign trade lead generation usually isn't done after 1 email — it needs sustained follow-up. You can set up multiple rounds in advance and let the system send on schedule.

For example:

• Round 1: Send immediately after the customer is added to the plan
• Round 2: Send 30 days later
• Round 3: Send another 30 days later
• Set 12 rounds in a row, covering the next 1 year

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1. Create a New Plan

Open Smart Follow-up, click the + New Plan button on the top left of the page.

When choosing the sending channel, prefer the Premium Sending Channel (System channel is suitable for high-volume sending, stable, and doesn't affect your own mailbox reputation).

• Set Plan Name: For your own reference, recommend clearly describing the customer group
• Set Plan Time: Set per target customer's time zone, try to schedule within their working hours

After clicking Confirm, you enter the plan's Follow-up Flow page.

2. Add Follow-up Steps

One step = one round of marketing. Adding 3 steps = planning 3 rounds.

Emails are sent in step order. Each step sends to the same customer only once. Customers who don't reply get the next step automatically.

3 Key Settings

• What to send? — Choose email template
• How often? — Set step interval time
• How many rounds? — Set number of steps

① Set the First Round Email

Click the + Add First Follow-up Step button in the center of the page.

② Add Subsequent Emails

Click + Add Follow-up Step below the Step 1 card to add round 2, round 3, etc.

Subsequent steps are similar to the first, with the difference in time setting. Example:

💡 In plain English: Step 1 sends immediately; 30 days later if no reply, step 2 sends; and so on.

New user recommendation: Start with 3 rounds, run through the flow, then expand to 6 or 12 rounds.

3. Set Sending Rules

After follow-up steps are set, click the Advanced Rules tab at the top of the plan.

💡 Tip: The most overlooked by new users are sender nickname and send limit.

• Without a sender nickname, the sender name customers see may not look natural.
• Without controlling send limits, you can easily over-contact the same batch of customers.

4. Add Customers + Activate Plan

Once the plan and steps are set, you can add contacts to the plan.

Recommended: Activate the plan first (click the top-right toggle), then click Add Customers. For new users, recommend Select by Tag for batch adding.

In the popup, select the contact tags to add to the plan. The system shows how many contacts that tag has. After confirming, click Confirm Add.

After adding, switch to the Customer List tab to see the contacts now in the plan.

By here, your automated lead generation flow is set up:

Once contacts are added to the plan, the system auto-sends emails per your set timing and steps.

🔗 More Email Marketing Details

Path A strongly recommended (Premium Sending Channel) + auto-stop on reply decision + troubleshooting detailed in 👉 📄 Detail 4️⃣ · How to Automate Marketing · Smart Follow-up

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4. Track Results

After emails go out, learn to read the data 👇

1. View Marketing Data

On the plan's Follow-up Flow page, you can see each step's data:

• In Progress
• Delivered
• Bounced
• Read
• Clicked
• Replied

These metrics help you judge:

Metric	Meaning	Action
High bounce	Email quality needs improvement	Switch email provider / upgrade sending channel
Low read	Subject line, send time, or customer precision issue	Change subject / change time zone
High click	Customer interested in content	Add follow-up rounds
High reply	Customer group and email content match	Switch to your own mailbox for manual follow-up immediately

2. Follow Up on Real Replies

If a customer replies, open Email to view. The system uses AI to roughly categorize emails, helping you prioritize important replies.

💡 Golden Rule (Deal-Closing Key)

After receiving a real reply, strongly recommend switching to your own corporate mailbox for manual 1-on-1 follow-up to build real trust!

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Final Summary

As a new user of Laifaxin, don't overthink the flow. Run the basic flow first. Each step has one focus:

Step	Focus
Find customers	With customer use URL find similar, without customer use AI Inference
Judge precision	Manual sampling first, AI Rating when unsure
Save emails	Confirm precision before saving, tag while saving
Build plan	Use Smart Follow-up for long-term lead generation
Set steps and rules	Start with 3 rounds, expand after running through
Add customers	Batch add by tag and activate the plan
Track results	Focus on delivered, read, replied

Once you finish this flow, you're no longer scattered, finding customers manually and sending emails by hand — you've built a continuously running lead generation pipeline.

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📋 Read Before Running · 3 Most Common Pitfalls

Pitfall	Consequence	How to Avoid
🔴 Use your own mailbox (QQ / 163 / corporate) to mass-send cold customers	Domain blacklisted / goes to spam / hard to recover in half a year	For mass send always use the Premium Sending Channel, use your own mailbox only for 1-on-1 follow-up
🔴 Don't tag when saving customers	Can't find this batch later for email	Company Tag + Contact Tag stay consistent (naming formula in Detail 3)
🔴 Start with Select All → AI Rating	Instantly deducts hundreds to thousands of points, can't cancel	Sample first to judge precision, then decide which segment to apply AI Rating to

The detailed principles and solutions are covered in the 4 detail articles — read along and you'll naturally avoid them 👇

🚀 Next: Enter the Details

• 📄 Detail 1️⃣ · How to Search Mass Customers · AI Database — 4 search methods + Find Similar fanout
• 📄 Detail 2️⃣ · How to Filter Imprecise Customers · AI Lead Scoring — manual filter / AI rating / combined filter, three playbooks
• 📄 Detail 3️⃣ · How to Save Precise Customers · Save Contacts — tag naming formula + 3 save strategies
• 📄 Detail 4️⃣ · How to Automate Marketing · Smart Follow-up — single mass send + smart follow-up + troubleshooting

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🔗 Permanent link: https://laifa.xin/zhinan/00-quickstart-10min