BARDEEN AUTOMATION FIELD GUIDE

Automate Enrichment & Qualification

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.

Automate Enrichment & Qualification with Bardeen

The #1 AI Automation extension for Chrome

We're Bardeen, we build an AI Agent that does your repetitive work tasks. Companies like Honk Mobile and Casafari, use Bardeen to automate research on prospects. We share some automation templates for research, called playbooks, below.

Great. You’ve used automation to find a beautiful list of prospective customers.

Do you have the time to reach out to everyone? No.

You need to find out which ones to target, and that means information. Lots of it.

In this guide we'll dive into finding info on leads with these Bardeen actions:

LinkedIn Data Scraper

Find leads from LinkedIn search, comments, and groups.

AI Message Generator

Create hyper personalized emails and social messages to leads.

GPT in Spreadsheets

Bring intelligent AI models like OpenAI's GPT-4 into your spreadsheet.

We recommend downloading Bardeen before continuing, so you can follow the guide.

So why automate research?

If there's no signup button... there's probably an enterprise sales motion!

As you know, this research takes time. Scraping and manual searches for literal days.

Even after all that, there’s a stack ranking to leads that you’ll need to make. They’re not all created equal.

Thankfully, there is automation that helps.

First, a few definitions so we're on the same page

If you're already familiar, skip to the next section.

If not, it's worth taking a few minutes to understand the basics of enrichment and qualification.

How to qualify sales leads

Why it's important and a few examples of how to do it

What is lead enrichment?

What lead enrichment is, why it matters immensely for sales teams, and how to implement it effectively

40+ buying signal examples

Identify your best opportunities

Cold leads vs warm leads

A comparison of the two with details on where you should focus.

How to segment customers?

Benefits, implementation tips, and techniques on how to do it.

What is lead scoring?

What lead scoring is, why it matters immensely for sales teams, and how to implement it effectively

What is sales automation?

Learn all there is to know and how you can use sales automation.

How to use AI Agents for sales

Agents are taking over, but how do you mobilize them for sales teams?

What is sales intelligence?

Stay informed throughout the selling process.

Here’s your toolkit to automate qualification and enrichment

We can’t emphasize this enough - there’s so much of this work that you should automate. Don’t automate the insight, automate the action - you might have a great idea for a new attribute you want for your leads. Automate everything after that - collecting and pasting the data.

Here are some tactics to help you.

AI Agents are your personal team of researchers

An AI Agent can browse and navigate webpages like you. It's perfect for repetitive sales workflows that require a bit of judgement.

This agent is finding pricing info. Take a look at its "thoughts" in red.

Try these Agent playbooks, or build your own with Bardeen.

Get

question from website content in Google Sheet

Saves

20 min

Extract

information from websites in Google Sheets using BardeenAI

Saves

20 min

Get

the value proposition for websites in Google Sheets using BardeenAI

Saves

20 min

Get

pricing information for company websites in Google Sheets using BardeenAI

Saves

20 min

Enrich your leads without copy-pasting

Switching tabs to find enrichment data, then coming back to your CRM. No fun, and takes you out of your flow. In-spreadsheet and CRM enrichment information is easy with this automation.