Generate a prospect research report in a Google Doc from an email address using BardeenAI

Steps:

Bardeen's playbook leverages Apollo.io and LinkedIn to craft comprehensive prospect research reports, streamlining your sales prospecting efforts. By automating the process of data aggregation and report generation, you can quickly gather insights about potential customers and their companies, allowing for more personalized and effective outreach strategies. This playbook is particularly valuable for sales teams, marketing professionals, and researchers looking for a competitive edge.

Here's how this workflow generates a prospect research report in a Google Doc:

• Step 1: Gather Contact Information - Bardeen retrieves contact details from Apollo.io using the prospect's email address or LinkedIn profile link. Apollo.io excels in providing verified lead data for enhanced prospecting.
• Step 2: Scrape LinkedIn Data - With a custom scraper, Bardeen extracts additional information from the LinkedIn profile linked to the email address provided.
• Step 3: Merge Data Tables - Combines information from Apollo.io and LinkedIn to create a comprehensive dataset for your prospect.
• Step 4: Scrape Company Data - Collects data from the LinkedIn page of the prospect's company for a deeper understanding of the business environment.
• Step 5: Merge Company Data - Integrates the scraped company data with the existing tables to ensure your report includes both personal and company information.
• Step 6: Generate Report with BardeenAI - Utilizes BardeenAI's cutting-edge technology to generate a tailored research report, which is then formatted and saved in a Google Doc.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.