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View profile for Dan Rosenthal, graphic

Sales-Tech & GTM Systems | Head of Ops @ ColdIQ

This workflow booked 10+ meetings for every 1000 non-responding CRM or newsletter leads included. Doing it like this, is advantageous because you: 1️⃣ Target warmer leads thanks to your marketing efforts. Extra points if you personalize your outreach. 2️⃣ Get the most out of multichannel bandwidth, since you're prioritizing the most promising leads. 3️⃣ Maximize deliverability since newsletter email open rates can be much lower versus sending on Instantly.ai or lemlist. 4️⃣ Clean and update CRM data in the process. This is how the workflow is split up: Cleaning contact info 🛁 - Formulate basic merge fields (e.g. Company and first names). - Validate emails with LeadMagic. - Use LinkedIn to find updated work emails for invalids with Prospeo, LeadMagic, Datagma, Icypeas, Findymail, and Hunter.io. Scoring leads 💯 - Qualify based on basic prospect info (job title + company size). - Find additional relevant data points (hiring, ads, or funding data). - “Score row in Clay" based on data + validation formula outputs. Personalizing messaging 👫 Personalize first line based on their last engagement date. (Optional) Further personalize relevancy in first line using AI. (Optional) Personalize the value prop based on significant lead score triggers. Campaign routing 🛣 - Route into Phone+LI+Email, Email+LI, and Email only sequences based on scores, enriching for phones with FullEnrich. - Lookup invalid emails in CRM (where we have a new email) for previous deals at the company. - Enrol those leads into new in role "previous champion" campaign. ----------------------------------------------------------- Here’s the general messaging framework I use here: {{first_name}}- Since you were having a look at (the problem you solve) {{Time since last engagement}}, I was wondering how it's been going with (the wider initiative) recently. {{Value Proposition}} Opposed to checking out the latest? No expectations. (Shoutout to Gong for inspiration on the CTA!) Hope this is useful. Like + comment on this post and I can send over the Clay table, full-res schematic, and Notion page containing the formula personalization prompts we used for this 🚀 .

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Jarad N.

I help B2B sales 2x results with AI and get more clients & help AI agencies design solutions that solve problems, and connect with clients. Designing the ultimate B2B Sales AI backend for 3x-4x performance

1mo

Very cool, what did you build this with?

Doug Heady

I find the pros winning the construction market

1mo

I find it interesting you are basing the contact channel (email, email+LI, or email+LI+phone) on the lead score. With LI and email automation and multi-dialer tools like Orum, I’d assume you’d hit all outreach channels. Lead score in my mind is to make a yes/no decision on ICP including triggers or to decide what different types of info to send like nurture vs 100% certified pain point. Communication channel is a behavioral preference of the customer, not typically a business preference based on customer importance. Contact data and efficiency tools are cheap enough these days to use them all if the lead hits minimum criteria to pursue. Just my .02

Ilias Vartholomaios

CEO & Co-Founder of Owiwi 🦉| Award-winning startup in the HR Tech space | Gamification in HR

1mo

Interested , thank you! Could you please share?

Hugo van Baal

Founder @ GrowthBulters | AI and Data-driven Demand Generating Outbound for B2B Tech Companies🦾

1mo

Yupp, that's a sick flow Dan! - Love to see this 🤝

Tom Brennan

MD @ Invo Technology | Recruitment tech expert | Helping 200+ recruiters save time using technology

1mo

Yes sir 🫡

Harry Mason

Senior GTM Engineer @ ColdIQ | Building Outbound Systems for Companies Making $1M+/Year 📧

2mo

So crazy to see it mapped out 🚀

Michel Lieben 🧠

CEO at ColdIQ | Scale your Prospecting with AI & Sales Tools 👉 coldiq.com

2mo

It’s official, I can’t comprehend what you’re doing anymore - you’re simply too good 🐐

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