In today's fast-paced business environment, automating processes is key to maintaining efficiency and productivity. One such process is generating leads. By setting up an autopilot search within the software, you can keep your sales and prospect funnels topped up without constant manual intervention.
Here's a step-by-step guide on how to set up an autopilot search for continuous lead generation.
Step 1: Define Your Ideal Client Profile
Before setting up your Autopilot Search, you need to define your ideal client profile. Determine the type of business, specific vertical, role, or category of people you're interested in targeting. This clarity will guide your search parameters.
Step 2: Choose Your Search Mode
Decide whether you want to conduct a Company Search or a People Search. Both options can be set up to run on autopilot, allowing the system to create lists for you automatically.
Step 3: Ensure Sufficient Funds
Make sure your wallet is topped up. This ensures that your autopilot search can run indefinitely without interruption.
Step 4: Set Up Your Autopilot Search
Name Your Search: Give your search a name, such as "Demo Auto Search."
Specify Your Target: Indicate the type of business or professional you're seeking. For example, you might be looking for realtors, business coaches, accountants, or marine detailers.
Select the Location: Choose the geographical area for your search. You can specify locations like New York, New York State, or New York City.
Step 5: Configure Search Parameters
Determine Daily Results: Decide how many results you want to add to your system each day.
Create or Select a List: Define whether to use an existing list or create a new one for the results.
Refine Location Details: You can select specific areas or suburbs within your chosen location, and expand by postcode if needed.
Step 6: Apply Filters
Use filters to refine your search further: - Exclude companies with less than a specified number of employees. - Remove email addresses with certain prefixes like admin@ or info@.
Step 7: Enrich Employee Data (Optional)
Decide whether to enrich employee data by finding job histories, social media profiles, or multiple email addresses. You can choose to enrich data for a specific number of employees or just focus on company details.
Step 8: Utilize AI Functionality
Enhance your autopilot search with AI: - Set up specific summary prompts. - Incorporate predefined intro prompts or direct messages (DMs) to personalize outreach.
Step 9: Connect to Your CRM
Integrate your autopilot search with your CRM system. This connection allows automatic transfer of leads and prospects directly into your CRM, keeping your sales pipeline active.
Step 10: Monitor and Expand
The autopilot search will continue to generate new leads until the specified locations are exhausted. At that point, you can set up searches for new cities or locations to keep the process going.
By following these steps, you can effectively automate your lead generation process, ensuring a steady stream of prospects without constant manual searching. This approach not only saves time but also enhances the efficiency of your sales and marketing efforts.