83: How to Automate Prospecting Research
Full video breakdown
Read on jed.substack.com
Read time: 2min | Watch time: 21min
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Agenda
Video Breakdown: Automating Prospect Research
My Two Step Process
Video Breakdown: Automating Prospect Research
In a previous newsletter, I asked if a subscriber would let me do a full breakdown of how I would do research and list-building for their product.
Bo K. from Circle was the first to reach out. He sells a platform that helps creators easily build an engaging and monetizable community.
I recorded two videos for Circle - each one focuses on a different ICP (YouTube creators & LinkedIn creators).
Here’s what I cover in each video:
How I would quickly find a targeted list of leads in Circle’s ICP
How I would write the messaging
How I would automate it
Part 1: YouTube Creators
Part 2: LinkedIn Creators
Clay.com is the tool I used in the second video.
If you want to try it for yourself, click here to start a free 14-day trial (no credit card required).
My 2-Step Process
As you can see from the video above, my process is pretty simple:
Step 1: Write the Messaging
Think of every possible thing that, if personalized, would make the email even more relevant.
For example, the signals I looked for were: customer look-alikes, topic of their content, policy changes (YouTube & LinkedIn), and number of followers.
Step 2: Look for a tool that has this information
With the rise of data and AI tools, there’s almost certainly one out there with the info you’re looking for - you just have to find it.
In video one, I didn’t know of a tool for YouTube scraping I did a Google Search and found Channel Crawler.
In video two, I used Clay - which, in most cases - can find just about anything you need.
Hope y’all enjoyed this video-style newsletter.
The goal was to give you an unpolished look at how I would approach a couple of different list-building scenarios.
Next week I’m breaking down how I use private digital rooms to provide value upfront and book more meetings.
See ya next week!
Jed
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