Finding Prospects for Outbound Messaging

CopyAI
19 Mar 202404:31

TLDRThis video tutorial guides viewers on how to find prospects for outbound messaging by using a specific workflow tool. The presenter demonstrates searching for leads, such as sales directors, using company-specific criteria and filtering capabilities. By entering search parameters into the workflow library, the tool scrapes websites and databases to pinpoint potential leads with detailed profiles including roles like 'sales director' at specified companies. The process involves validating these prospects through their LinkedIn profiles, ensuring accuracy. The tutorial also touches on integrating this data with Salesforce and crafting personalized email sequences for effective outbound marketing.

Takeaways

  • 🔍 **Identify Target Prospects**: Use a workflow to find prospects, such as sales directors at a specific company, to deliver outbound messaging.
  • 📝 **ICP Definition**: Define your Ideal Customer Profile (ICP) to narrow down the search for the right prospects.
  • 🔑 **Website Scraping**: The process involves scraping the website and databases to find individuals with the desired job titles.
  • 🔖 **Customize Search Criteria**: Refine the search by including or excluding specific job titles to match the ICP.
  • 📈 **Hierarchy of Titles**: The search generates queries for titles that fit within the hierarchy of 'director' or 'hire'.
  • 📊 **Data Extraction**: Extract key data points such as name, LinkedIn profile, and job title to verify the prospect's relevance.
  • 📧 **Email Addresses**: Gather email addresses of the identified prospects for outbound communication.
  • 📋 **Verification**: Fact-check the information by visiting the prospect's LinkedIn profile to ensure accuracy.
  • 📝 **Lead Generation**: Aim to generate a specific number of leads, which can be adjusted based on time and resources.
  • 💌 **Personalized Email Sequence**: After identifying prospects, use a workflow to create a personalized email sequence for each.
  • 📚 **CRM Integration**: Write back the gathered data to CRM systems like Salesforce for further management and follow-up.
  • 🚀 **Workflow Automation**: Automate the process of finding prospects and creating customized outbound sequences for efficiency.

Q & A

  • What is the primary focus of the video?

    -The video focuses on explaining a workflow for finding prospects for outbound messaging, particularly targeting individuals with specific titles within a company.

  • What should you do if the workflow for finding prospects is not at the top of your list?

    -If the workflow isn't at the top of your list, you can browse the workflow library and type in 'prospects' to find it.

  • How do you specify the target in the workflow for finding prospects?

    -You can specify the target by typing the desired company's domain and the title of the prospect, such as 'sales directors at united.com'.

  • What is an ICP and how is it used in this context?

    -ICP stands for Ideal Customer Profile. In this context, it refers to the specific type of potential customer being targeted, such as 'sales director or higher' at a specific company.

  • How does the workflow generate leads?

    -The workflow scrapes websites and databases to find individuals matching the specified titles at the targeted company.

  • Can you modify the search criteria in the workflow?

    -Yes, you can refine the search by defining more specific titles or excluding certain titles to better match your Ideal Customer Profile.

  • What happens once the correct query is generated?

    -Once the correct query is generated, the workflow finds the prospects that match the criteria and formats the data for integration into systems like Salesforce.

  • How is the accuracy of the found prospects verified?

    -The accuracy is verified by checking the LinkedIn profiles of the found prospects to confirm their positions and relevance to the targeted titles.

  • What is the next step after finding the correct prospects?

    -After finding the correct prospects, the next step is to run a subsequent workflow to write personalized email sequences tailored to each prospect based on their title and the value they would get from the product.

  • What purpose does the personalized email sequence serve?

    -The personalized email sequence is designed to engage each prospect individually, highlighting how the product can add value specifically to them, thereby increasing the likelihood of converting them into customers.

Outlines

00:00

🔍 Finding Prospects for Outbound Messaging

The speaker discusses the process of identifying and targeting prospects for outbound messaging. They mention a previous video about handling inbound leads and transition to outbound lead generation. The speaker demonstrates how to use a workflow to find prospects at a specific company, using 'United.com' as an example. They explain that the workflow can scrape websites and databases to find individuals with titles like 'sales director'. The speaker also shows how to refine the search by including or excluding specific job titles. They provide a live example by searching for 'sales directors' at United.com, resulting in the identification of Barbara Laken, a director of sales effectiveness at United Airlines, and Luke Gears, a regional sales director. The video concludes with a mention of a subsequent workflow for sending personalized email sequences to the identified leads.

Mindmap

Keywords

💡Outbound Messaging

Outbound messaging refers to the proactive communication strategy where a company initiates contact with potential customers or clients. In the context of the video, outbound messaging is contrasted with inbound leads, where potential customers come to the company. The video discusses how to find prospects for targeted outbound messaging campaigns.

💡Prospects

Prospects are potential customers or clients that a business targets for its products or services. In the video, the speaker outlines a process for identifying and locating prospects, specifically sales directors at a company, to deliver outbound messaging.

💡Workflow

A workflow is a sequence of steps or processes that are followed to complete a particular task or project. The video demonstrates the use of a specific workflow tool to find prospects for outbound messaging, highlighting its efficiency in identifying the right individuals within a company.

💡ICP (Ideal Customer Profile)

ICP stands for Ideal Customer Profile, which is a detailed description of a business's most valuable customer. In the video, the ICP is defined as a sales director or hire, indicating the target audience for the outbound messaging campaign.

💡Leads

Leads are individuals or organizations that express an interest in a product or service and have the potential to become customers. The video discusses finding and targeting leads, specifically within the context of outbound messaging.

💡Title

In the context of the video, a title refers to the job title or position held by an individual within a company. The speaker is looking for individuals with the title of 'sales director' or 'hire' as part of the ICP for their outbound messaging strategy.

💡Website Scraping

Website scraping is a technique used to extract information from websites, often used for data mining. The video mentions using website scraping to find people with specific job titles working at a targeted company, which is a key part of the prospect identification process.

💡Databases

Databases are organized collections of data. In the video, the speaker refers to scraping databases to find current employees with specific job titles at a company, which aids in the process of identifying potential prospects for outbound messaging.

💡LinkedIn

LinkedIn is a professional networking platform often used for business and employment-related purposes. The video uses LinkedIn as a source to verify the professional status and details of identified prospects, such as their job titles and areas of expertise.

💡Salesforce

Salesforce is a customer relationship management (CRM) platform used by businesses to manage interactions with customers and clients. The video discusses writing back data to Salesforce, indicating its use for organizing and managing the information gathered about prospects.

💡Personalized Email Sequence

A personalized email sequence is a series of emails that are tailored to the recipient, often based on their job title, interests, or other relevant information. The video mentions creating a personalized email sequence for each identified prospect as part of the outbound messaging strategy.

💡Product Value

Product value refers to the worth or utility that a product provides to its customers. In the video, the speaker talks about crafting a personalized email sequence that highlights the value the product would bring to each prospect based on their job title and needs.

Highlights

Introduction to finding outbound messaging prospects.

Explanation of the workflow library for prospecting.

Detailing how to use 'find prospects at company' workflow.

Guide on how to input company names and target titles in the workflow.

Discussion on setting the number of leads to find (e.g., 5 or 100).

Exploration of the automated process for scraping websites and databases.

Focus on refining the Ideal Customer Profile (ICP) for better targeting.

Explanation of excluding certain job titles in the search.

Description of query generation for finding relevant sales titles.

Illustration of the output format designed for Salesforce integration.

Example of identifying a prospect, Barbara Laken, with detailed LinkedIn verification.

Steps to validate another prospect, Luke Gears, including role confirmation.

Explanation of subsequent workflows for writing personalized email sequences.

Discussion on the importance of customized outbound messaging.

Wrap-up on the ease and effectiveness of using the tool for prospecting.

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