In this step-by-step guide, we'll explore how to utilize an AI Assistant within the software to enrich your leads. The AI Assistant is particularly powerful for personalizing and enhancing your lead generation efforts by using custom prompts.
Step 1: Access the AI Assistant
Navigate to the Lead Search Area:
Open your software and locate the Lead Search section.
Here, you'll find the AI Assistant option, which allows you to create and use custom prompts.
Step 2: Create Custom Prompts
Understand Default and Custom Prompts:
The tool comes with default prompts, such as summaries and direct messages.
You can enhance these by adding your own custom prompts tailored to your specific needs.
Example Custom Prompt - SEO Analysis:
Create a New Prompt: Navigate to the AI Assistant and create a new prompt named "SEO Analysis".
Enter the Prompt: Type your custom prompt, incorporating variables like the website and company name.
Save the Prompt: Save your newly created prompt for future use.
Step 3: Run Custom Prompts
Execute the Prompt:
Select a company from your list whose website you want to analyze.
Use the saved "SEO Analysis" prompt to generate detailed insights about their website's performance, mobile friendliness, SSL security, and more.
Step 4: Use Prompts for Different Scenarios
Podcast Invitation Example:
Create a Podcast Invitation Prompt: Develop a new prompt for inviting influencers to your podcast.
Save and Execute: After saving, apply the prompt to your influencer list to generate personalized podcast invitations.
Step 5: Synchronize and Automate
Integration with CRM and Zapier:
Synchronize the results from the AI Assistant with your CRM system or through Zapier.
This integration enables you to automate the sending of personalized messages and follow-ups.
Step 6: Explore Further Applications
Additional Applications:
Use the AI Assistant to generate email sequences, subject lines, personalized direct messages, and more.
Customize prompts for various purposes to maximize the efficiency of your lead generation efforts.
By following these steps, you can effectively harness the power of the AI Assistant to enrich your inbound leads, making your lead generation process more personalized and efficient.