Create a project

Getting a list of prospects from your target is really easy with Growbots. You just create a project and select a number of criteria that define your ideal customer profile. Read on to learn how to create a project that perfectly meets your needs.

Creating a project

A project in Growbots is a campaign that you create to reach out to prospects. You can generate the prospects in New prospects view. Once you schedule a campaign, the contacts will be moved to Project progress, where you can manage the campaign. Beforehand, you should set the criteria according to which Growbots will be looking for your perfect prospects.

Choose Create new project to generate a list of prospects.

 

Project name

Your project’s name defines the whole campaign. It will be visible to everyone in your organization. Make it short and descriptive (e.g. “Startups CEOs US”).  You might want to use your names or initials to indicate which project belongs to whom, (e.g. “GP Startups CEOs US”).

Target criteria

Defining your target is super-important for all your sales efforts. If you’re just starting off with outbound, brainstorm different targets and decision-makers to find out whose needs you are addressing and how to reach these people. If you want to learn how to find more specific target groups, check out this article.

For example, Growbots is a perfect tool for SDRs. It makes their lives a lot easier and boosts performance. Still, it’s not the SDR that’s a decision-maker, but the Sales Director or VP of Sales. So our reach-out is targeted at SDRs, who quickly understand how we solve their pains. We ask them to refer us to a person we should talk to, and most often it’s a decision-maker.

Think about your target and set matching criteria, as described below.

Vertical

Verticals are industry branches that the prospect’s company operates in. You can include multiple verticals to broaden the search. If you don’t want to target by verticals, leave this field blank.

Location

Location refers to the countries that the prospect’s  located in. Pick one or a number of countries. Read the section below to learn about adding advanced location such as specific cities or states.

Number of employees

Define the size of the company by choosing the number of employees. Be careful, however, as this criteria might easily narrow the search results too much.  

Job position

This is one of the most important criteria. Properly defining job positions is the key to successful prospect generation. Make sure you use job positions common for the location you’re searching for.

Type in ALL the variations of the job position. For CEO, type in: “CEO” and “Chief Executive Officer”. Think about all the other variations that might apply, such as: “Director”, “VP”, “Vice President”, “SVP”, “Senior Vice President” and “Head”.

Avoid the “of” preposition, and our system will not search for these kinds of phrases. Instead of “Head of Marketing”, use “Head Marketing”.

Based on the job positions you type in, Growbots will suggest similar ones. Just click on those you find suitable to broaden your search.Zrzut ekranu 2016-08-01 o 16.59.04

Go to Advanced criteria to narrow your results.

Advanced criteria

These are useful for narrowing results, or for very specific searches. Read on below.

Company name

Let’s say you’re going to a conference and want to meet people from particular companies. Type in the names of the companies so you get the right prospects. To get proper results, skip type of business entity such as „Ltd.”, „Inc.” or „Corp.”. Remember that when you use this field, you shouldn’t determine vertical, location and any other criteria describing this company characteristics.

Traffic

The Traffic criteria is based on Alexa rank, which is a ranking that lists websites from the most to least popular. If you set Traffic to 1–1000, it will search for people from companies whose websites are among the 1000 most popular websites within this category. If you use other criteria describing company characteristics, it may narrow your search too much.

Technologies

Technologies refers to the specific technologies or their versions that the prospect’s company website is built with. To include it in your search, start typing and choose the desired technology from the dropdown menu. If you can’t see it in the dropdown menu, it means we don’t support this technology.

One of our customers targets ecommerce companies, and they use “Magento” technology to better define their target. Magento is a platform for ecommerce, and setting it as one of the criteria allows SDRs to refer to it in their messages, which makes them even more personal.Zrzut ekranu 2016-08-01 o 16.58.46

Advanced location

Use this criterion to find prospects from a specific city or administrative area (e.g. state).

Advanced keywords

You can set keywords linked either to prospects or their companies. It’s particularly useful for very specific searches and unpopular job positions/industries.

One of our customers searches for HR people working in the area of payroll. Their job positions usually don’t say that, but the information can be found in their additional descriptions. Using “Payroll” as an advanced keyword allows us to search for these people.

On the other hand, you might want to narrow down your search to only SaaS companies. Using „SaaS” and „software as a service” in companies’ advanced keywords will result in generating companies from this specific vertical.

Maximum number of prospects from one company

You can decide not to generate more than selected number of prospects within one project by checking the box at the very bottom of the page. Remember that this criterion works only within the project and you can find more contacts from selected companies in similar projects.

Excluding keywords

You can exclude keywords from your searches by using “-” before the keyword (e.g. “-assistant”, “-chicago” or “-woocommerce”).

Searching for particular phrases

For particular phrases type them in brackets, e.g. “(head of sales)”. We’ll search for this particular string of words.  

Number of prospects

Click on the Estimate button to see rough estimates of the number of prospects we can find within the searching criteria you set.

Search logic

Note that choosing different options within one criterion results in a search covering prospects qualified based on one OR the other option. (e.g. When searching for “CEO” and “CTO”, we’ll generate a list of both CEOs and CTOs.)

The logic changes to AND in the case of different criteria. Searching for HR people from SaaS companies with “payroll” as an advanced word will result in a list of people who are both HR and have “payroll” listed in their descriptions and work in SaaS companies. Choosing too many different criteria might narrow your results too much.

After setting your criteria and making sure the target is big enough, click on Create project.

Congratulations! You’ve just set the criteria for your list of prospects. Now move on and test it to make sure it fits your needs.

Editing a project

After saving, your project will generate prospects based on the criteria you set. You can always edit the criteria and save the project again. You can also create a new project if you prefer – there is no limit to the number of projects you can create with Growbots.

After generating prospects, you can still edit criteria and save the project. Note that only the newly generated prospects will match these new criteria. You can, however, reject prospects that were generated previously and don’t meet your needs.

Types of projects

There are two types of projects you can create: you could go broad with the target and send general campaigns, or you can create many smaller projects that are more specific. That way, you can customize your campaigns to fit particular targets such as: sales people from startups or HR people in the financial sector.

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