Modules
Sergio's "How to" #2: Lookalike Prospecting Play
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Transcript
Hi everyone. My name is Sergio Gutiérrez and today I'm going to show you one of the most essential plays that you should be running for your business. This video is a second part of a two part video that I planned for you. In the first video I showed you how by using tools like RB2B and Vector can help you to identify and rebuild LinkedIn profiles from people visiting your website. Then using Clay to centralize that information to enrich people and companies and to basically orchestrate this outbound campaign. Also, we are using Octave in two different ways. The first one is to qualify these contacts. We'll be using Octave to determine if a website visitor has a high, or a strong product fit for any specific, product or service that your company may have. And the second use case is we will be using Octave to generate the copy for these qualified, website visitors. And lastly, we'll be using Smartlead, as the email sequencer. So we will be pushing the qualified contacts into a specific smart lead sequence, or smart lead campaign. And this second play will be leveraging all that information that we are gathering from play one. So this second play, is a lookalike. This second play will leverage information of the already identified good fit website visitors to find new contacts and new companies, similar to those. So basically the goal of this second place, as I said, leverage the best, website traffic and use that traffic as a source of truth. Discover new companies that fit our ICP and source, or enrich and qualify contacts from these new companies. The additional tool that we will be adding for this play is Ocean io. We'll be using Ocean to find these lookalikes of our current qualified ones. As in the previous video, I hid some columns with relevant or sensitive information, but I want to highlight, this one. So this column is basically a formula, that we are using for this Clay table where we will be grading in the cell qualified. If a person has a high product fit. Or a moderate product fit, as you can see here, in this example for the first product, we ran this qualification, it was low, but the second one, it is medium. So that's why here in the cell is written qualified, and just as a reminder, we are qualifying these contacts using Octave. So every contact that is marked as qualified, we are sourcing using Ocean.io. We are using that tool to source companies that are similar to the already qualified ones. For this specific example, we are sourcing only five companies, but you can source less, you can source more whatever fits your need and also in Ocean.io you can have a specific criteria to source the lookalikes from. You can include industries, you can include locations, you can also exclude some company domains. In this case, you can exclude, for example, your competitors' domains or even your own domain. And then all the companies that are found with Copy.ai , we are pushing them into a new table. So in this table we have all the companies that we source from this lookalike, and then we are finding contacts working at those companies that match our buyer persona, the buyer persona of this company, and there to find people you can add again, you can add specific job titles, you can exclude specific job titles. You can add some keywords, that may be included in the LinkedIn profile description of that person. You can include or exclude location, certification, degrees, whatever you want. You can have, or exclude in that search. And then, we are pushing the people that Clay is finding that work at these lookalike companies. And then in this table, as you will see here, basically we are running again, the same process as in the first play we are using Octave again. To qualify if this person is actually a good match for any specific lane of business or product or service. And if they are a good fit. We are using Octave also to generate, the automated messaging that will be used in the outbound sequence. And lastly, will be pushing this contacts into an specific smart lead sequence. Just to highlight there we are using a different smart lead campaign. From the one that we created for the play one, just to have a better tracking, and better understanding of the contacts we are sending to each one of these plays. Again, please feel free to add in the comments if any questions. I can provide you also a link of this workbook that contains Play one and Play two.