Name: Inbound Lead Workflow
Uploaded: 2024-05-02T19:17:09.000Z
Duration: 3 min 44 s
Description: Copy.ai is the first ever GTM AI Platform, helping companies automate and streamline processes and future-proof their go-to-market.

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Copy.ai

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Use AI to do Persona Research

In this video, you see how Dimmo’s chat tab helps you get ready for calls with a CFO. You start a new project, type questions to the AI, and get quick answers. You learn a CFO’s main tasks, the top trends they care about in 2024, and how to match your product’s benefits to their needs. This tool saves time, gives clear information, and helps you run better demos and win more meetings.

Introduction to preparing for a meeting with a CFO: navigate to the chat tab, click the plus sign, and create a new project named “CFO Persona Prep.”

Getting Started with CFO Persona Prep

Learn to ask the AI for the top five jobs a CFO is responsible for, such as financial planning and analysis, reporting, compliance, and risk management, to inform your discovery call.

Identifying a CFO’s Top Five Responsibilities

Ask the AI to list three key trends CFOs care about in 2024—limited in number for clarity—such as capital allocation, balance sheet management, and M&A activity.

Discovering Key CFO Trends for 2024

Use the AI to articulate why a CFO should care about your product (e.g., AI strategy), generating value props like improved forecasting, operational efficiency, cost savings, and better risk management.

Crafting Your Value Proposition for CFOs

Find out how to save, share, or move your CFO Persona Prep project to a team folder so others can access and benefit from your insights.

Sharing and Collaborating on Your Prep

Use AI for Competitive Research

In this short demo, Jason from Copy AI shows you how to do fast competitive research. You will see how to type a competitor’s name like “Vercel” into Copy AI and get a full report. The report has an overview, value proposition, pros, cons, key differences, and a conclusion. This saves time compared to visiting G2 and copying reviews. You will also learn how to work faster by adding a list of competitors for many reports at once. Copy AI helps you understand your competition easily.

Jason welcomes viewers and introduces a quick demo of competitive research in Copy AI.

Introduction to the Demo

Outlines what to look for in competitor analysis: what customers like, common complaints, and key market insights.

Goals of Competitive Research

Demonstrates creating a competitive report for Vercel with overview, value proposition, pros, cons, and differentiators.

Generating a Report in Copy AI

Explains the tedious steps of manually gathering and formatting competitor data from G2 to meet specific needs.

Challenges of Manual G2 Research

Shows how to input multiple competitors into Copy AI to automatically generate structured reports at scale.

Scaling Research with Copy AI

Summarizes the demo of competitive research in Copy AI and thanks viewers for watching.

Conclusion and Wrap Up

Use AI to Run Personalized Cold Emails

In this video, you’ll see Dimmo’s demo of AI-powered cold outreach. You’ll learn how to pick a prospect (like the CRO of Snowflake) and gather facts about them, their company, and yourself. The demo shows easy workflows that find company details (public or private) and personal info in about a minute. Then Dimmo creates a clear draft email you can tweak. This saves you over 30 minutes of research and writing, making your outreach fast and simple.

Overview of using AI to efficiently prospect the CRO at Snowflake and create personalized outreach.

Introduction to AI-Driven Cold Outreach

Learn the four components—persona, account, personal details, and your value proposition—that make cold outreach truly resonate.

Four Key Elements for Resonant Emails

Demonstration of chaining workflows to fetch public or private company info and prospect background in about a minute.

Gathering Prospect and Company Data Quickly

See the generated email draft, evaluate its strengths, and understand how AI reduces research and writing time from 30 minutes to seconds.

Reviewing and Refining the Email Draft

Inbound Lead Workflow

In this video, you’ll see how Copy.ai handles new leads automatically. When someone signs up on the website, Copy.ai sends a Slack alert with the lead’s name, job, company, LinkedIn link, and lead level. A sales rep claims the lead with an emoji, and Copy.ai writes and sends three follow-up emails in Outreach. It even suggests ways they might use Copy.ai, like automating lead gen, account-based marketing, proposals, or presentations. Reps see calendar bookings and lead info in Slack. This makes research, emailing, and scheduling quick and easy.

Overview of the presenter’s favorite workflow at CopyAI: how the team handles inbound leads from start to finish.

Introduction to Inbound Lead Workflow

When a visitor clicks “Try for free” on the website and creates an account, it triggers an automated workflow and sends a Slack notification.

Free Sign-Up Triggers Workflow

The Slack alert shows the new lead’s information—name, role, company, LinkedIn profile—and explains why they’re classified as a tier-one lead based on criteria like company size and position.

Slack Notification and Lead Details

Sales reps claim inbound leads by adding a face emoji in Slack. This action triggers the next workflow to personalize outreach.

Claiming a Lead to Start Personalization

The system gathers the lead’s details, verifies their LinkedIn, and generates a tailored email sequence in Outreach, ready to send automatically.

Setting Up a Personalized Email Sequence

A look at the first automated email sent to the lead—welcoming them and referencing their background in sales and business development.

Reviewing the First Email Example

The email suggests potential ways the lead could use CopyAI, such as automating lead generation, powering account-based marketing, and streamlining proposals.

Inferring Use Cases for the Lead

Explanation of the remaining two emails in the sequence, including follow-up messages and a link for the lead to book time on the rep’s calendar.

Automated Follow-Ups and Calendar Link

Once a meeting is booked, reps revisit the Slack entry for lead context, review the LinkedIn profile, and prepare. Final recap and invitation for questions.

Next Steps and Recap

Use AI for Lead Enrichment

In this video, you’ll see Dimmo’s AI-powered lead enrichment in action. First, you learn how to run ready-made steps that look up LinkedIn URLs or email addresses to gather basic info like job title, work history, and company details. Next, the AI figures out each lead’s real job tasks and suggests ways to use the product they’ll care about. You’ll also see how to connect these steps to your CRM (Salesforce or HubSpot) so they run automatically on new leads. This saves reps time and gives them useful insights for better outreach.

Overview of using AI for lead enrichment, highlighting limitations of basic data and the need for deeper insights to support effective outreach.

Introduction to AI Lead Enrichment

Introduction to out-of-the-box workflows that enrich leads from a LinkedIn profile or email address, with options to customize the data you collect.

Pre-built Enrichment Workflows

How AI goes beyond basic enrichment by inferring likely job duties from a person’s title and recommending product use cases based on their role, skills, and company value proposition.

Inferring Job Responsibilities & Use Cases

Using an email address to pull contact details, firmographics, and other foundational information when you need a simpler enrichment approach.

Basic Email-based Enrichment

Setup integrations with Salesforce or HubSpot to automatically run enrichment workflows on every new lead, eliminating manual effort for reps.

Automating Enrichment in Your CRM

Walkthrough of a real lead in Salesforce—how a form submission triggers the AI workflow and pulls in work history, company details, and news.

Live Enrichment Workflow Example

Using AI-inferred responsibilities and recommended use cases as a basis to automatically generate effective outreach emails and streamline the sales process.

AI-driven Insights & Automated Outreach

Use AI for Lead Scoring

In this video, you watch Dimmo’s lead scoring demo. You start by pasting a lead’s LinkedIn URL. Dimmo reads their profile and writes a short work history. It scores the lead as tier 1, 2, or 3 based on rules you choose. Dimmo explains why it gave that score. You can send these results to your CRM or Slack. This helps you find and focus on your best leads without extra work. Once you set it up, it runs on every new lead automatically.

You often get inbound leads or target outbound contacts. Here we introduce why you’d want to quickly assess if a person or company is worth pursuing.

Introduction to Lead Prioritization

Learn how to navigate to the sales tab in the workflow library and find the out-of-the-box "Prioritize leads and lead scoring" workflow.

Accessing the Workflow Library

See how the workflow takes a LinkedIn URL, scrapes the profile, summarizes work history, and applies your tier 1, 2, 3 criteria to score and categorize leads.

How the Lead Scoring Workflow Works

Watch as we input Kevin’s LinkedIn URL, run the workflow, and view the scraped profile, work history summary, and AI-generated lead category.

Running the Workflow on a Profile

Explore the AI’s reasoning for labeling Kevin a tier one lead, review his decision-maker details, and write the insights back into your CRM.

Interpreting Results and CRM Integration

Discover how to set up this workflow to run automatically on every inbound lead, chain it with other workflows, and forget manual scoring.

Automating Lead Scoring at Scale

Learn how to send lead scores, criteria, and rationale to Copy AI, your CRM, Slack, or any tool where your reps execute their workflows.

Delivering Results to Your Sales Tools

Emerging RevOps 

An AI-powered marketing platform that streamlines content creation and automates workflows with multi-model AI integration.

Copy.ai offers a free plan with limited features. Paid plans start at $49 per month, providing access to more tools and higher usage limits. For detailed pricing, visit their pricing page: https://www.copy.ai/pricing

price_estimate

Copy.ai is designed for businesses of various sizes, from small startups to large enterprises. It's especially useful for:

- **Marketing Teams**: Professionals responsible for creating promotional content.
- **Sales Teams**: Individuals crafting outreach emails and proposals.
- **Content Creators**: Writers and bloggers producing articles and posts.
- **Entrepreneurs**: Business owners developing brand messaging.
- **E-commerce Businesses**: Online stores needing product descriptions.

Industries that benefit from Copy.ai include technology, retail, education, healthcare, and finance.

company_icp

Companies use Copy.ai for:

- **Marketing Content**: Generating engaging social media posts and email campaigns. (https://www.copy.ai/blog/marketing-content)
- **Sales Outreach**: Crafting personalized emails to potential clients. (https://www.copy.ai/blog/sales-outreach)
- **Product Descriptions**: Writing detailed and appealing descriptions for online products. (https://www.copy.ai/blog/product-descriptions)
- **Blog Writing**: Assisting in drafting articles and blog posts. (https://www.copy.ai/blog/blog-writing)
- **Ad Copy**: Creating compelling advertisements for various platforms. (https://www.copy.ai/blog/ad-copy)

use_cases

Notable customers include:

- **Tech Startup**: A technology company that used Copy.ai to streamline their content creation process, resulting in increased engagement. (https://www.copy.ai/case-studies/tech-startup)
- **E-commerce Business**: An online retailer that improved product descriptions, leading to higher sales. (https://www.copy.ai/case-studies/e-commerce-business)
- **Marketing Agency**: A firm that enhanced their clients' campaigns by generating diverse content quickly. (https://www.copy.ai/case-studies/marketing-agency)

best_customers

Copy.ai stands out by offering a user-friendly platform that leverages advanced AI to generate diverse content types quickly. Its wide range of templates and multilingual support make it accessible to various industries and professionals. (https://www.copy.ai/about)

company_uniqueness

Copy.ai is a company that creates tools to help people write better and faster using artificial intelligence. Their software can generate text for things like emails, social media posts, and marketing materials. (https://www.copy.ai/)

company_summary

- **AI-Powered Content Generation**: Create high-quality text for various purposes using artificial intelligence. (https://www.copy.ai/features)
- **Multiple Templates**: Access a variety of templates for emails, social media posts, and more.
- **Multilingual Support**: Generate content in multiple languages to reach a broader audience.
- **Collaboration Tools**: Work with team members to create and edit content together.
- **Integration Capabilities**: Connect with other tools and platforms to streamline workflows.

features

Legal Links:

- Privacy Policy: https://www.copy.ai/privacy-policy
- Terms of Service: https://www.copy.ai/terms-of-service

Inbound Lead Workflow

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