Streamlining Lead Generation 💻

Okay, so I've been working with NOAN Memories to develop a specific workflow we use to find leads.

And I've been tweaking this, today to get, the best output I can.

So now we're looking at, about a 10 to maybe 12 step workflow where, when I say find lead, I'll drop a URL in of a company.

It will perform a general web search of that company and then find any personnel information it can, the best potential employees.

if needed, it will then go do a company registry search if it can't find them, and then it will search LinkedIn using that company name and any variations on those personnel.

It will identify the best employee for outreach and it will use flexible name matching just in case.

For example, on their company documents it's got their full name with their middle names, which not everybody uses.

I don't use on my LinkedIn.

Find, their best email for outreach and their LinkedIn profile.

Add that lead as a contact in NOAN.

Include their website in the contact, add their email to the contact and add their LinkedIn profile as a memo and add an overview of their brand and business as a memo too.

Then give me a lead score of 1 to 5 of how well this fits our ideal customer fact.

Because NOAN is built on facts for your business, the assistant can reference the right facts at the right time, include their potential objections to using NOAN and their key use cases.

if the lead score is above a 2 out of 5, draft a targeted outreach email explaining how NOAN could help and offer a meeting.

There is a lot going on there, but I'm going to show you why we do not believe workflows are drag and drop and I'm going to show you how they're powered by natural language on NOAN.

So going to jump across and I'm going to grab, the URL of a user that we have on NOAN and we're going to use that as an example.

Okay, so I'm in a new chat now and I'm going to say find lead and I'm going to add Riskcherry, which is a company that uses NOAN and it's going to go and search and it's going to do those steps that we asked it to execute.

And there are a lot here.

So this should be searching their website.

It should then be going and searching more about them.

You'll see these steps start to go through here.

Here we go.

It's gonna be really interesting to see what we get here because like, you know, this is an incredibly detailed step by step workflow that we're asking for.

It's got a note, the lead identified, the draft, the outreach email.

Boom.

That is a really good email because obviously it knows NOAN and it knows risk cherry cause it's searched.

So it's just connected.

The dots between the two contact and lead details have been saved for your records.

Let's just jump across and And there is the email inquiriesriskcherry.com riskcherry.com There is a memo about, Rob.

It's got a link to his LinkedIn.

It's got the potential ejection stored as a memo.

Perfect.

That is exactly what we wanted.

And if we go back, we've got this email which, you know, if we just look at this, right, like I'm reaching out to your NOAN AI native workspace.

It's perfect.

It nails what Rob's business is about.

It offers what NOAN does.

Perfect, easy job done.