GIA Business Development Workflow 🚀

Hey Bailey here.

So I'm going to show you my full flow of how I use the business development module in GIA all the way through to when I book a demo, meet with the person and eventually push them to my HubSpot.

every day I will go into into Growth Inbox again, 10 people that I should be reaching out to every day based on a bunch of different signals.

It's saying, hey, this person's a good fit.

They look very similar to these companies.

This is a little bit about why I should reach out.

And then it pre drafts an email for me.

Now what I actually usually do is sometimes this email is really good, but more often than not I use one of the templates It's just kind of a pre canned message that I know converts and works really well.

This one where we talk about turning calls into content has worked well for me.

It has a high response rate.

But the other thing you can do is you can add any sort of template by hitting manage templates.

So I'm going to go here, I'm going to click add, I can add a label.

I'm going to label it offer and you'll see why in a second subject.

I like to keep these pretty casual.

As if the rule of thumb I typically like to use is if somebody looks at it and thinks, yeah, that could be an internal email that somebody sent me Okay, so I just asked Claude and it came up with a way better example.

minute content trick.

So I'm going to paste this draft in here.

Hey, first name was looking at.

I'm just going to do your LinkedIn presence.

Had a few ideas on how you can train those client calls into content that actually drives inbound leads without adding hours of extra work to your week.

And then this is the part that's been working well.

It's essentially a free offer or something that gives value before you ask for something.

And again it doesn't have to be automated.

You don't have to create all these things before.

But it's essentially saying, hey, I have this for you.

Do you want me to send it over?

And once you get that permission then you can go record the video.

content audit, the pricing strategy, The hiring Process breakdown, really whatever is relevant for your ideal buyer.

My recommendation is build a template that leads with value so that you can show instead of telling.

make sure to hit save in the bottom right otherwise this template won't save.

Okay, we got a new person here.

we have one mutual connection.

So sometimes if that is somebody that I know well, I like to drop their name in that email.

But then I can go and use the template we just created.

And then what I'll do is I'll hit send or I guess in this case I'll fetch email and in real time Gia is going to enrich that, pull the email, I'm going to hit send and just like that, Gia actually automatically adds him to Prospects labels what you did.

Now the other thing you can do is let's say Lilith here, I want to reach out to her and I don't want to send an email I go over here, I go to LinkedIn, I connect.

Typically I actually don't send a note because I find my acceptance rate is a lot higher, around 30 or 40%.

then let's say they accept.

I want to do something like write me a short LinkedIn message I can send to this person, try and personalize.

Drafted a message for me so I can go and send this.

And then typically what I'll do is I'll come back and say connected or I sent her a message.

I can add any sort of tag, which really just helps me, it tells me what they agreed to.

If they're a lead and I haven't talked to them yet, if they've agreed to a demo, if we've had a demo and I sent them an offer.

But for now I'll just label this demo and click Add to Prospects.

What I'll then do is let's say that I book a meeting with somebody that I've reached out to in prospects.

I will typically go to Signals either it's going to be the first one so I can sort by you know, activity last day and let's say that I just had a demo with Van here.

I can go and I can click add to CRM.

It's going to pre populate everything.

I'm going to push that contact.

Then I'm going to head over to HubSpot and my deals.

I'm going to click Create deal.

I am going to label the deal name, whatever makes sense for me.

I typically like to include the person, the name and you know, you can do the contract type, annual PoC, etc.

I select the stage, hey, we had a demo.

And then what I can do is pull the contact that I just pushed over so I can do van and he is going to show up here which is perfect because I pushed him over from GIA.

And then I'll go and click create.

And that for me is kind of the end to end flow.

So the distinction is everybody that lives in prospects is kind of tracking my top middle of funnel business development activity and then as soon as I meet with one of those people, We have an initial consultation call for us, it's a demo that is for me the trigger to push that person from prospects and again I do it via signals but push that person to my CRM and actually create an opportunity for me worth tracking