Unify’s Post

Name: Unify on LinkedIn: You can now qualify a prospect and outbound to them with a personalized…
Uploaded: 2025-01-09T15:39:42.841Z
Duration: 6 min 2 s
Channel: Unify

Unify

7,121 followers

You can now qualify a prospect and outbound to them with a personalized, relevant message - 100% on autopilot with AI agents 👀 Garrett Wolfe shows you how below. Simply: 1. Create a new Play 2. Pick the Audience of people you want to qualify 3. Set your qualification parameters (in natural language!) 4. Use the drag-and-drop builder to set who you prospect for at qualified companies 5. Enroll qualified prospects into a personalized sequence After that, you can review that specific Play's performance via Logs. You can actually click into how the Play ran for each individual company, and what happened at each step. PS - you can also just use one of our pre-built Agents, depending on the qualifications you're looking for. Let us know if you have any questions!

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Hey, guys. So today we're going to take a look at how to use an AI agent that Unify has enabled on our platform to qualify or disqualify companies or people based on criteria that you said. In order to do that, we're going to jump over to the left toolbar. We're going to create a new play. And we're going to start by creating a play from scratch. But if you were to do it with an agent, I'll give you a quick overview first. If you were to do it with an agent, you're gonna have your trigger criteria of someone or a company lands your audience. You're then going to qualify or disqualify those companies. You can then prospect for people at those companies and then for each person that has found loop through, sequence them and you can sync that info back to Salesforce. Now to build it ourselves from scratch, we're going to start, we're going to call it website qualify. We're going to create this, we're going to say that this person enters the audience, which we're going to call a website visits. Which group set here? And so this is a list of companies that we know visit our website. This is between 20 and 500 employees. And now we're going to qualify the companies that appear in this audience with an AI agent. There's a bunch of agents that you can set in the settings menu. But here we're going to build 1. There's some simple templates that we have here. A, visit B to B or B to C. And how much funding does it have? Does it have a pricing page? We're going to call this B to B qualifier test. We're gonna run this on the company the the guidance we want use. The website. To determine the company. Determine the characteristics. Of the company. And then the question is. Is this a B2B? Company. Exclude the Is this company selling to other? Businesses. We're going to call it true or false and now we can hit create. Now once we actually hit create, we want to only move forward if this company is if the value is true for this qualifier. And now if it is true, we're going to prospect for new people. We're going to look for three people. We want to find people that are not in that are not in CRM. And we might look for demand Gen. we might look for Rev growth. And to back up just a second on this AI agent, we could see if maybe. They've advertised an event on their web page, maybe they have a pricing page, maybe they have particular job listings on their website or they have a community page, stuff like that. Anything that you can kind of pull up on the company or on the person, we can actually look through their LinkedIn history. We can look through stuff that's available on that individual on the Internet. And so you can actually qualify or disqualify and then write this information back to your CRM or use it In Sync whence when you're building plays on unified. So anyways, we're going to. Now this person is here. We're going, you can set keywords for the people that you look for. We're going to say United States and we're going to say Canada. And then you can create a loop. For each person that we find, we are going to sequence these individuals. And we're going to add the prospect personas, we're going to select our mailbox groupings and John, I guess demand Gen. We've selected demand Gen. normal. And we've selected Revolabs Normal and now we can go ahead and publish the sequence. Now, what's cool is when you launch a place successfully, you can actually begin to see logs for what happened during each run of that play. As we've discussed before, when you click into any individual one of these, you can see how many runs have occurred, the ones that are in progress and any errors that have occurred and as well. And you can also see the ones that have finished. And so if we look at the ones that have finished and we go down and click on a few, you can see that this company Epic Epoch. Uh, you can actually click through the run for each, each node that happened during the run for even, you can see information about the input and output configuration associated with this. You can see what happened in the agent log, which is really cool. So reflecting they're, they're determining a plan to see if they operate primarily as a B2B company and you can see exactly what the, what the agent searches and ultimately the conclusion that it comes to. Did not prove that, however the contact such as this just says that it is B2B. And, and so it determines that it is true. And thus we continue down the path, we prospect for new people. You can see the people that were found and ultimately we are going to sequence these individuals and then you can see what happens for each one of them here. For this person, this person was enrolled. This person was already enrolled. So they were not enrolled again. And this person actually replied to the sequence. So interesting to look at for businesses that may not be a good fit. You can see like this one one school global and you can see that this is not B2B. This looks more B to C You can see that this path actually results in them being disqualified and we did not e-mail them another. This has, you know, cripple is a B to B technology company in the data management space. You can see that they were qualified. We prospect and we ultimately e-mail three people that are already in CRM. So that's how the qualify with an agent. Play works in unified.

Our Thrive Tribe

A tailored, personalized message!! Nothing better!!!

1 Reaction

Austin Hughes 🤝

Co-Founder & CEO @ Unify | A canvas for generating pipeline

👀

2 Reactions

Tommy Clark

CEO @ Compound | Co-founder @ Bluecast | Building a social media agency for B2B companies

Great walkthrough, thanks for sharing.

1 Reaction

Anthony Firenzi

Revenue Leader @ Unify 🤠🙌

🎯

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Kyle Altshuler

Sales @ BrightHire

Patrick Wolf Spencer Davis

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