Formation Marketing Enables LeanData to Scale Demand Generation Efforts

LeanData, the leader in Intelligent GTM Orchestration, helps B2B companies drive efficient growth by aligning marketing, sales, and customer success teams around the buyer journey. Its platform connects the entire revenue lifecycle, delivering AI-powered insights and triggering the right actions based on real-time buyer signals.

During a pivotal stage of growth, Angela Lee, Founder of Formation Marketing, played a key role in helping LeanData strengthen and scale its demand generation campaigns. 

Elevating Demand Generation Across Channels

Angela led a wide range of initiatives designed to improve performance and alignment across LeanData’s marketing engine. Her work included:

• Managing and scaling LeanData’s social media strategy to increase engagement and brand visibility
• Collaborating with the SDR team to refine outreach sequences and messaging that drove higher response rates
• Overseeing marketing email campaigns for the company’s flagship OpsStars conference
• Managing in-person events, content syndication programs, and LeanData’s media property, Modern Sales Pros (MSP)

Each initiative contributed directly to stronger lead quality, higher conversion rates, and improved cross-team orchestration.

Creating Scalable Systems That Drive Consistent Results

Angela’s contributions extended well beyond campaign execution. She conducted a comprehensive analysis of LeanData’s top-performing SDR outreach sequences, identifying opportunities to improve efficiency and personalization.

From that work, she developed a standardized outreach playbook with tailored snippets for each stage of the sequence—an asset that became a company-wide standard and continues to deliver consistent, repeatable results for LeanData’s SDR team.

A Trusted Partner in Fast-Moving Environments

According to Tara Montanez, VP of Demand Generation at LeanData:

“Angela is someone you can trust with any project—she tackles everything with professionalism and consistently delivers excellent results. She’s a true partner who integrated seamlessly into the team and made an immediate impact. I’d jump at the chance to work with her again.”

Tara also noted that Angela’s ability to adapt quickly, lead key initiatives, and collaborate across departments made her an invaluable part of LeanData’s success.

The Lasting Impact

Angela’s work at LeanData helped create sustainable marketing systems, stronger GTM alignment, and a measurable lift in engagement across several demand generation channels. Her strategic execution and operational rigor continue to shape how LeanData’s marketing and sales teams collaborate to drive efficient growth.