When reaching out to your prospective customers, speed and consistency matter. We show you how to drive both using Bardeen's AI Agent in this guide.
Create new opportunities in your CRM with in-flow or batch lead-creation automations
Monitor forums, social platforms, and product review sites to automatically create leads with triggered automations
Enrich, qualify, and contact leads, all in one click
Find information on any website using web scrapers and AI Agents
Extract tables, snippets, or summarize with AI
Integrate seamlessly with enrichment tools, outreach platforms, and CRMs
Bardeen's AI Agent plans it's actions before executing
Automatons can be triggered manually on demand, or set on a schedule
Modify or create automations using natural language
We're Bardeen, we build an AI Agent that does your repetitive work tasks. Companies like Honk Mobile and Casafari, use Bardeen to build more sales pipeline. We share some of these automation templates, called playbooks, with you in this article below.
Not all leads are made equal. Since your time is limited, you'll want to spend it with the right prospects.
In this guide we'll automate your prospecting workflows with these Bardeen actions:
You should download Bardeen before continuing.
The more narrow your target account list, the sharper your messaging can speak to their specific pains. Say your company provides web design services to software companies.
You'll want to know if your prospect just raised capital, launched in a new market, or posted a job ad on Upwork for a web developer. Each represents a different pain with web design - imagine if you reached out speaking to that pain!
It might look like this.
Automation Tip: Sending the best emails require research, like what you see above. This Bardeen playbook can find, extract, and summarize info from any webpage with the AI Browser Agent.
Like others, you can start with a sales intelligence tool like Apollo or Zoominfo. These platforms won't have all the info you'll need and they are notorious for having out-of-date information.
So, where you'll get the most return is going further than your competitors to find details they'll miss. This is incredibly manual, so lets take a look at how AI and automation can help you.
If you're already familiar, skip to the next section.
If not, it's worth taking a few minutes to understand the basics of prospecting, list building, and lead segmentation.
A definition and summary of the main activities involved.
Why and how to build a prospect list with plenty of examples.
A comparison of the two with details on where you should focus.
Benefits, implementation tips, and techniques on how to do it.
A high level overview of all forms of sales automations.
Agents are taking over, but how do you mobilize them for sales teams?
Did you know a third of sales people say social media offers the best leads? That's great, except social media platforms aren't built to be you personal lead bank.
So, they're cumbersome to use as sales channels. The tools and tactics we cover below make it easy.
Most lead lists start with a search. These automations make it simple to import the leads you find into your CRM, outreach tool, or spreadsheet.
And while you're at it, why not also enrich these leads too? These automations can help you quickly build a list of leads from any source.
Context switching is the bane of productivity. It's not efficient to move between tools, that's why most sales activities are done in batches.
That shouldn't be the case with finding leads.
These automations give you a 1-click way to perform common workflows across multiple apps. See a lead you like on LinkedIn? Find their email, store them in your CRM, enrich the profile, then add them to an outreach sequence with 1 click.
Some sources of leads are cumbersome to check. You may do it on occasion, but the best solution is to monitor these constantly with automation.
These workflows will automatically flag and store new leads in your CRM.
With your leadlist loaded, you'll want to find more information before sending your first email.
This is done to qualify if they are truly fit to be a customer, and to ensure you can write the most personalized email possible.
Head on to Enrich & Qualify next.
