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Score leads based on tech stack, key financials, recent news, and headcount growth

Automated pre-call research for AEs and BDRs from prospect name and email. Before using this template please make sure to adjust based on your ICP.

Learn how this template works

This template uses AI to determine the likelihood and potential for a prospect to understand AI or be pro-AI, checks for usage of a specific tool within the prospect's company, and then customizes & tailors the outreach to them based on the collected data points and research.

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This workflow is triggered when someone books a meeting with you. From there:

1. An automation is triggered which sends a team member a message about the booked meeting
2. This slack message will include enriched information on the prospect
3. Then it sends the prospect a quick pre-call video with whatever you want to say

This workflow will allow you to:

1. Generate and enrich a list of companies based on size, industry, and headcount
2. Import a new list of people from your company list based on a criteria of your choosing\
3. Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
4. Personalize emails to your prospects referencing this data

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In this workflow, you'll be able to

1. Scrape search results of affiliate websites using Serper
2. Scrape affiliate websites for companies that are typically hard to generate a lead list from
3. Compile them into JSON format to export to a different table with each scraped domain in a separate row

To run this play, you will need your own Serper.dev API Key.