83: How to Automate Prospecting Research

Read time: 2min | Watch time: 21min

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Agenda

1. Video Breakdown: Automating Prospect Research

2. 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:

1. How I would quickly find a targeted list of leads in Circle’s ICP

2. How I would write the messaging

3. 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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