Modules
Sergio's "How to" #1: Website Visitor Playbook
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Transcript
Hi everybody. My name is Sergio Gutierrez, and I'm going to show you two essential plays that you should be running for your business as of today. Yes or yes, I will be recording, a two part video. This is the first part where I will show you the first play, so this first play will help you to rebuild who's visiting your website. To qualify and enrich those website visitors to generate personalized messaging at scale. And lastly, to automatically push these contents into specific outbound sequences. The goals of this play is to squeeze more juice from your existing website traffic to auto qualify and enrich website visitors based on your ICP and your buyer personas criteria. And third the goal is to craft hyper-relevant emails at scale. Here we won't be using outdated email templates with cringy, weird, non-relevant, copy. That won't be the case. And lastly, we will need a specific set of tools to actually be able to run this play. The first one and the most important one is installed in your website, RB2B and or Vector. So these tools will help us to reveal the LinkedIn profiles of these anonymous website visitors will be using Clay to enrich people and companies and basically to orchestrate this outreach campaign, we'll be using Octave. Octave has multiple use cases. In this case, we'll be using two of them. We'll be using Octave to qualify these website visitors and also if they, if this website visitor is a good fit, we'll be using Octave to generate, email copy for each of these good fit, profiles. And lastly, we need an email sequencer. The chosen one is a smart lead where we'll be pushing these qualified contacts with a specific custom email. We will be pushing them into a dedicated, specific smart lead sequence for this automated outreach. So now I want to show you what this looks like inside, a Clay Table. So for many reasons, I hid some columns that contains sensitive information such as. First name, last name, full name, and emails from this website visitors. As you can see here, we are pulling data via webhook from RB2B and Vector, and also this column. I like to add this column because there are some cases where RB2B is not able to find the company where this website visitor is currently working. So that's why I'm running this additional column right here. This column is basically a merge of the different domains and the first step is you need to map all the relevant information to run this, inside your Clay table in the different columns. And once you already have that. In Octave, you need to feed all your business information. And if that's the case. And you have in your company different lines of business or different product or services you need to create, those products inside Octave with their specific information regarding the value props, the buyer personas, if they differ from product to product. So basically you need to put all the information regarding your businesses, inside Octave. So once you have that. What I'm showing you here in this column is that we'll be using Octave. In this first use case to actually qualify if these website visitors have a good fit, for a specific product or for the entire company. So Octave with all this information that you already provided, to the tool with the use of AI, we'll be able to tell if they have a strong or moderate or low product fit. And then obviously, the next step is a waterfall enrichment to find the business, daily leads. So obviously that's not showing here, but I left this column just to, show you that we are using this waterfall enrichment to find emails as well. And obviously we are running this waterfall enrichment only if these website visitors have a strong or moderate product fit because. We don't want to spend Clay credits on people that is not qualified for the product or service or for the company. So that's why we are only running this enrichment for the qualified ones. And if the website visitor, has a strong product fit, and we found their business email and it's a valid one. We use Octave as this second use case to create the email copy that will be used for the outbound sequence. Here for this use case. Octave will use the information, of the LinkedIn profile of this specific person. Their job title and the company information, the company domain and the company name and Octave will be able to craft this email copy. And lastly, we'll be pushing this context into an specific smart lead campaign. There's also some enhancements that you may do to this example, in this Clay table, you can add intense scoring, leveraging Clay formulas inside these Clay table. And also you can push disqualified contacts and companies into your CRM. That's up to you. Some people do it, some people prefer to wait until this is actually a good fit and reply to one of your campaigns. Or also you can set up as a, like, alerts for your SDRs for extra visibility. So this was the first play. Very straightforward to set up. In the comments you can let me know if you want to get this template. I can share it with you and yeah, that's all. Thanks.