Most AI workflows overpromise & undersell. But one of my favorites has (actually) driven hundreds of thousands in incremental revenue. The CEO of Zapier—who’s the homie—shared it with me, and I’ve been hooked ever since. Think of it as an AI SDR, who qualifies, organizes, and engages sales leads. Here are all of the steps my sales sidekick takes: 1) Extracts the name, email, company, role, and website for any lead that fills out a sales form on our website 2) Researches the lead online to gather the following info: - Company website & recent news - Linkedin profile and background - Company size, industry, and estimated funding/revenue/growth indicators - Specific pain points related to my company’s service 3) Compares lead info against ideal ICP criteria I’ve set: - US-based company - VP-level & up - Revenue: $10m-$500m annually - Company size: >50 employees 4) Scores the lead as “Great Fit,” “Possible Fit,” or “Poor Fit” based on ICP comparison 5) Adds a new record to our CRM with the following details: - Contact details (name, email, company, role) - Research findings (company size, revenue, industry) - ICP fit score - Date submitted 6) Conditional logic based on Lead Fit IF lead is “Great Fit” Draft a personalized email in Gmail incorporating: - Their specific company challenges identified in research - Relevant case studies from similar companies - Clear next steps for a discovery call IF lead is “Possible Fit” Send direct message in Slack to me with: - A summary of lead and research findings - Reasons for uncertainty regarding ICP fit - A recommendation with supporting data - The question: “Should I draft a response email for this lead?” IF response is “yes”: follow great fit action IF response is “no”: no response Update CRM for this lead based on action taken in Step 6. Let me know if you have any questions—and if you take it for a spin—let me know what you think. #ZapierPartner