Bardeen Automation Field Guide

Automate Enrichment & Qualification

By the Bardeen Solutions Engineering Team
Last Updated: May 12, 2024

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. Which customers fit your profile? How much funding does their company have? Revenue? Recent product announcements? Who’s the decision maker on their team? What might be their concerns?

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.

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.

What's next?

You now have qualified leads with in-depth research to help you write the perfect email to get their attention.

Next up is Outreach & Follow Ups.


Enrich & Qualify 🚀

Outreach & Follow Ups

Discovery & Demo Calls

Lead to Close

Coming Soon
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