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Five Lead-Generating Tactics for 2026

How To Generate Leads - By Journey Level

As we begin to look ahead to the new year, here are areas to focus on using the BASE3 model’s customer decision-making journey.  Read through each of these, and determine which will have the greatest impact for your business based on your current goals.

1. Discovering Level: Find new relevant audiences and referral partners to introduce your brand to

  • Create a list of events that you should attend, or participate in as a vendor
  • Identify organizations that you can join to find referral partners
  • Perform a well researched, and individual personalized cold outreach email campaign to potential clients or partners

2. Considering Level: Ensure your website and social content is educational and informative with calls-to-action

  • Assess your website and social media content to ensure that you are demonstrating your expertise.
  • Run keyword based ads on Google, or highly targeted ads on Mets or other platforms for people needing your specific product or service

3. Decision Level: Measure your leads and success rate to look for gaps and areas for improvement

  • Ensure that you have a process for tracking leads.  Whether that is a full CRM or just a spreadsheet
  • Track why leads convert or do not.  Why?  Are there areas to improve in your lead management or estimating/bidding process?
  • Make sure that your portfolio is up-to-date and reflects the type of projects/work you want to do now

4. Validation Level: Create ongoing customer service and customer feedback as part of your process

  • Customer Feedback is important to help them feel valued, and also so that you can learn of new products or services to offer.
  • Depending upon your process, have multiple opportunities to get feedback.  Track that feedback and treat it as highly valuable.
  • Give your existing customers special offers or opportunities or gifts

5. Promoting Level: Continue engagement with customers after delivery, creating a community for them to be a part of.

  • When your customer feels that your values as a business align with theirs, they will feel confident recommending you.
  • Continue ongoing communication with your customer, bringing them into your community.
  • Provide opportunities for them to share their values by creating social media content that resonates with them, and that they will want to share.