Step-by-Step Guide to Create an Ideal Customer Profile (ICP):
Step 1: Complete AI Training
1.1. Access AI Training Section:
- Navigate to the AI training section in the lead generation tool. This is a prerequisite to use the ICP suggestion feature.
- Follow the separate video tutorial provided specifically for AI training to complete this step.
Step 2: Integrate OpenAI Key
2.1. Obtain OpenAI Key:
- Get your OpenAI key from the ChatGPT or OpenAI system.
2.2. Add OpenAI Key to Integrations:
- Log in to the lead generation tool.
- Go to the top right-hand corner of the interface and find the integrations area.
- Add your OpenAI key into the program integrations.
Step 3: Generate ICP Suggestion
3.1. Access ICP Suggestion:
- Navigate to the ICP suggestion component within the AI suggest feature.
3.2. Generate ICP Suggestion:
- If this is your first time generating, you might see a blank screen.
- Click the "Generate" button. The system will analyze the information you’ve loaded during the AI training step.
- Wait a few moments for the analysis to complete. It may take up to a couple of minutes depending on server load.
Step 4: Review and Utilize Suggestions
4.1. Review Suggestions:
- Once generated, review the suggestions provided by the tool. These may include:
Departments:** Identify departments you should target within businesses.
Roles: Use the people search feature to find specific roles that are ideal based on AI analysis.
Industries: Leverage company search to target relevant industries.
Company Size: Consider company size for more targeted outreach.
Step 5: Fine-Tune Through Q&A
5.1. Use Q&A Section:
- Engage with the AI bot in the Q&A section to fine-tune your ICP.
- Answer prompts related to geography, products, and other specifics to narrow down your target profile.
5.2 Provide Specific Details:
- For example, specify particular cities or countries, or detail the specific products/services like business coaching or digital marketing.
Step 6: Iterate and Update
6.1. Update Information:
- Continuously add more data or different information to the AI training section.
- Include new sales promotions or changing market conditions.
6.2. Rerun AI Suggest:
- Use the AI suggest feature again to generate updated ICP suggestions.
- This helps in exploring new markets and opportunities for business growth.
Goal
Expand and Grow:
- The primary goal of the ICP suggestion tool is to help you expand into new markets and find new growth opportunities by leveraging AI-driven insights.
By following these steps, you’ll be able to create a detailed and effective Ideal Customer Profile to help guide your marketing and sales efforts toward the most promising opportunities.