This AI Video Sales System Books Me 30+ meetings/Mo (Make.com + Relevance AI)

Ben AI
24 Jul 202425:51

Summary

TLDREn este video, el creador muestra cómo configurar un sistema de videos personalizados automatizado por AI para mejorar las tasas de respuesta en el marketing de correo electrónico. Utiliza Senspark para personalizar nombres y URLs de empresas en el fondo, y Relevance AI para encontrar observaciones relevantes como puestos de ventas o rondas de financiamiento para personalizar aún más. El flujo de automatización comienza en el CRM, Hopspot, y termina con el envío de correos a través de Instantly, actualizando el CRM para registrar la participación en la campaña de Outreach.

Takeaways

  • 😲 El creador del video utiliza un sistema de videos automatizados y personalizados en sus correos electrónicos de outreach por correo (C email Outreach), obteniendo tasas de respuesta del 18% y más de 30 reuniones agendadas al mes.
  • 📹 Los videocorreos personalizados están superando en rendimiento a todos los demás tipos de correos electrónicos enviados por el creador, a pesar de que aún no están sobreutilizados.
  • 🤖 Se menciona que plataformas como Hen o Cesium, que ofrecen personalización de videos, todavía no son lo suficientemente buenos, ya que los avatares parecen muy robóticos e impersonales.
  • 🔑 Se destaca la importancia de la personalización sin avatares robóticos, manteniendo la autenticidad de la voz y la interacción del creador en los videos.
  • 🎥 El sistema de personalización de videos utiliza Senspark, que clona la voz del creador y personaliza el nombre del prospect y la URL de la empresa en el fondo del video.
  • 🔍 El creador utiliza un proceso de personalización de Outreach para encontrar observaciones relevantes sobre la empresa que justifiquen el contacto, mejorando así las tasas de respuesta.
  • 🔗 La observación más fuerte para el Outreach es cuando una empresa está contratando para un puesto de BDR (Business Development Representative), ya que el servicio que ofrece es un agente AI para estas funciones.
  • 💰 Se sugiere una segunda observación para la personalización, que es si la empresa ha recibido recientemente una ronda de financiamiento, indicando un potencial interés en escalar ventas y ganancias.
  • 🛠 El flujo de automatización comienza con el CRM Hopspot, que desencadena el proceso cuando se crea un nuevo contacto, y utiliza herramientas como Relevance AI para investigar y personalizar la estrategia de Outreach.
  • 🔄 El uso de plantillas de video diferentes según las observaciones encontradas en la investigación de Relevance AI, permite una personalización más efectiva y relevante en el contenido del video.
  • 📧 El proceso finaliza con el envío de los videocorreos personalizados a través de la plataforma Instantly, con la incorporación de un snippet de código que permite la personalización automática del video en función del correo electrónico del destinatario.

Q & A

  • ¿Qué tipo de sistema de video automatizado personalizado se presenta en el video?

    -Se presenta un sistema de video automatizado personalizado utilizado en el correo electrónico de Outreach para obtener tasas de respuesta superiores al 18% y más de 30 reuniones agendadas al mes.

  • ¿Por qué el creador del video se sorprende con los resultados de su sistema de videoemails?

    -El creador se sorprende porque los videoemails están superando en rendimiento a todos los demás correos electrónicos personales que envía, y considera que este método aún no está sobreutilizado.

  • ¿Cuáles son los problemas que el creador encuentra con las plataformas de personalización de videos como Hen o Cesium?

    -Según el creador, los problemas son que los avatares parecen demasiado robóticos e impersonales, y además, estos softwares pueden ser bastante caros en cuanto a las personalizaciones.

  • ¿Cómo funciona la plataforma Senspark para personalizar los videos?

    -Senspark es una herramienta que clona automáticamente la voz del usuario y personaliza el nombre del prospect y la URL de la empresa en el fondo del video, creando la ilusión de que el video es personalizado en tiempo real.

  • ¿Qué es el proceso de personalización en Outreach y cómo se relaciona con el servicio que el creador ofrece?

    -El proceso de personalización en Outreach implica encontrar una razón válida para contactar a un prospect, como un puesto de bdr en búsqueda o una ronda de financiamiento reciente, que se vincula con el servicio que se ofrece, en este caso, un agente AI de bdr.

  • ¿Cómo se utiliza la herramienta de relevancia AI para investigar y personalizar el contenido del video?

    -La herramienta de relevancia AI realiza una investigación sobre el prospect, buscando observaciones relevantes como puestos de bdr en búsqueda o rondas de financiamiento, y luego enruta el lead a diferentes plantillas de video según lo encontrado.

  • ¿Cuál es el flujo de trabajo básico que se describe en el video para la automatización de videos personalizados?

    -El flujo comienza con un CRM, como Hopscotch, que desencadena un flujo cuando se crea un nuevo contacto. Luego, el lead se envía a la herramienta de relevancia AI para la investigación, y según los resultados, se utiliza un router para enviarlo a diferentes plantillas de video y se envía a Instantly para el envío del correo electrónico.

  • ¿Cómo se actualiza el CRM después de enviar un video personalizado a través del sistema?

    -Después de que el video es enviado y el lead se añade a la campaña de correo electrónico, el CRM se actualiza con una columna 'enrolled' que indica si el lead ha sido incluido en la Outreach personalizada.

  • ¿Qué sucede si no se encuentran observaciones relevantes durante la investigación con la herramienta de relevancia AI?

    -Si no se encuentran observaciones relevantes, se utiliza una plantilla de video genérica que se puede utilizar como una fallback para el contacto.

  • ¿Cómo se puede personalizar el sistema de video para casos de uso específicos?

    -Se debe pensar en qué se está vendiendo y qué observaciones serían relevantes para el Outreach. Luego, se debe adaptar la aplicación de relevancia AI para encontrar estos puntos de observación y crear plantillas de video en consecuencia.

  • ¿Por qué es importante la personalización más allá del nombre y el fondo en el video?

    -La personalización más allá del nombre y el fondo proporciona un punto de observación relevante que refuerza la conexión con el prospect y aumenta la probabilidad de una respuesta positiva, ya que se demuestra un conocimiento específico de su situación o necesidades.

Outlines

00:00

😲 Configuración de un sistema de video personalizado con AI

El primer párrafo introduce el tema del video, que es la configuración de un sistema de video personalizado automatizado con AI para mejorar las tasas de respuesta en el correo electrónico de outreach. El narrador comparte su experiencia positiva, obteniendo más del 18% de tasas de respuesta y más de 30 reuniones mensuales. Critica las plataformas existentes como hen o cesia por su apariencia robótica y costosa, y presenta su método alternativo de personalización sin avatares, enfocándose en la autenticidad y el uso de su propia voz.

05:01

🤖 Funcionamiento del sistema de personalización de videos AI

Este párrafo explica cómo funciona la personalización de videos con AI, utilizando la plataforma Senspark para clonar la voz y personalizar el nombre del prospect. El proceso implica grabar un video, mencionar 'watermelon' como señal para la sustitución de nombre y mostrar el sitio web de la empresa en el fondo. Además, se discuten las limitaciones y ventajas de la personalización y cómo se puede mejorar con la observación adecuada y el uso de un proceso de personalización de Outreach.

10:03

🔍 Proceso de personalización de Outreach y observaciones relevantes

El tercer párrafo profundiza en el proceso de personalización de Outreach, enfatizando la importancia de tener una razón sólida para contactar a los prospectos, como el ofrecimiento de un servicio de agente de desarrollo de negocios (BDR) AI. Se sugiere que las observaciones relevantes, como un puesto de BDR vacante o una ronda de financiamiento reciente, son mejores que la personalización superficial. Se describe cómo se utiliza la herramienta de observación para encontrar estas conexiones y personalizar los videos en consecuencia.

15:04

🛠 Configuración de la automatización en Make.com

Este párrafo detalla cómo se configura la automatización en Make.com, iniciando desde el CRM Hopspot y utilizando la herramienta de relevancia AI para investigar a los prospectos. La automatización incluye la selección de plantillas de video según las observaciones encontradas y el envío de correos electrónicos personalizados a través de la plataforma Instantly. Se proporciona un ejemplo práctico de cómo se desencadena la automatización y se procesa un nuevo contacto, incluyendo la personalización del video y la actualización del CRM.

20:04

🔗 Conexión de la aplicación Relevance AI con Make.com

El quinto párrafo se enfoca en la conexión de la aplicación Relevance AI con Make.com, explicando cómo se configura una solicitud HTTP para enviar datos de contacto a la herramienta de investigación personalizada. Se detalla el proceso de configuración de encabezados y cuerpo de la solicitud, incluyendo el uso de variables de Hopspot para personalizar la solicitud y la generación de un enlace a la API de Senspark para la personalización del video.

25:05

🌐 Configuración de la API de Senspark y envío de campañas de correo electrónico

El sexto párrafo cubre la configuración de la API de Senspark, incluyendo la obtención de credenciales de la cuenta y la configuración de las cabeceras necesarias para la solicitud. Se describe cómo se rellena el contenido de la solicitud con variables de contacto y cómo se utiliza el snippet de código proporcionado por Senspark para integrar los videos personalizados en las campañas de correo electrónico de Instantly. Finalmente, se actualiza el CRM para registrar la inscripción de los contactos en la campaña de Outreach.

📚 Resumen y ofrecimiento de consultoría

El último párrafo resume el contenido del video y ofrece la posibilidad de consultoría para aquellos interesados en soluciones empresariales. El narrador anima a los espectadores a dejar comentarios si tienen preguntas y a suscribirse al canal si encuentran valor en el contenido. Se cierra el video con un agradecimiento y el deseo de ver a los espectadores en el próximo video.

Mindmap

Keywords

💡AI automatizado

El término 'AI automatizado' se refiere a la utilización de inteligencia artificial para realizar tareas de manera automática y sin necesidad de intervención humana. En el video, se menciona que el creador utiliza un sistema de video personalizado automatizado para mejorar las tasas de respuesta en sus correos electrónicos de contacto. Este concepto es central en la temática del video, ya que muestra cómo la tecnología puede mejorar la eficacia en el marketing y el contacto con clientes potenciales.

💡Tasas de respuesta

Las 'tasas de respuesta' son una métrica utilizada para medir la efectividad de una campaña de marketing o comunicación, refiriéndose al porcentaje de personas que responden a un mensaje o correo electrónico. En el contexto del video, el creador destaca que su sistema de video personalizado ha logrado tasas de respuesta del 18%, lo que indica un alto rendimiento en comparación con otros métodos de comunicación.

💡Video personalizado

El 'video personalizado' es una técnica de marketing que involucra la creación de contenido de video adaptado a las necesidades y preferencias de cada espectador. En el video, el creador explica cómo utiliza videos personalizados para aumentar la personalización en sus comunicaciones de correo electrónico, lo que resulta en un mayor interés y compromiso por parte de los destinatarios.

💡Senspark

Senspark es una plataforma mencionada en el video que se utiliza para personalizar videos. La herramienta permite clonar la voz del usuario y personalizar el nombre del prospecto, así como incluir el URL de la empresa en el fondo del video. Esta herramienta es crucial en la estrategia de personalización del creador, ya que permite una mayor conexión emocional y relevancia con el destinatario del mensaje.

💡Relevancia AI

Relevancia AI es una herramienta que el creador utiliza para realizar investigaciones sobre los prospectos y encontrar observaciones relevantes para personalizar sus videos. En el video, se explica cómo esta herramienta ayuda a identificar si una empresa está contratando para un puesto de BDR o si ha recibido recientemente una ronda de financiamiento, lo que se utiliza para personalizar aún más los videos y aumentar su efectividad.

💡Observaciones relevantes

Las 'observaciones relevantes' son detalles o información específica sobre una empresa o individuo que se pueden utilizar para personalizar y hacer más efectiva una campaña de marketing. En el video, el creador busca observaciones como la contratación de un BDR o una ronda de financiamiento reciente para personalizar sus videos y hacer que el mensaje sea más atractivo y relevante para el destinatario.

💡BDR (Agente de Desarrollo de Negocios)

BDR es la abreviatura de 'Business Development Representative', que se traduce como 'Agente de Desarrollo de Negocios'. En el video, el creador busca empresas que estén contratando para este tipo de puestos, ya que considera que es una buena oportunidad para presentar su servicio de agente de BDR de inteligencia artificial. Este término es clave en la estrategia de personalización, ya que se relaciona directamente con el servicio que el creador está promocionando.

💡Ronda de financiamiento

Una 'ronda de financiamiento' es un evento en el que una empresa obtiene capital de inversionistas para expandir sus operaciones o desarrollar nuevos productos. En el video, el creador utiliza la información sobre rondas de financiamiento recientes como una forma de personalizar sus videos y conectar con las empresas que podrían necesitar su servicio de agente de BDR debido a su necesidad de aumentar las ventas y el crecimiento.

💡Instantly

Instantly es una plataforma de correo electrónico que el creador utiliza para enviar sus videos personalizados a los prospectos. En el video, se explica cómo se integra con la herramienta de Senspark para personalizar los videos y cómo se utiliza para enviar campañas de correo electrónico con videos personalizados. Este servicio es esencial en la estrategia de automatización y personalización del creador.

💡CRM (Sistema de Gestión de Relaciones con Clientes)

CRM es la abreviatura de 'Customer Relationship Management', que se traduce como 'Sistema de Gestión de Relaciones con Clientes'. En el video, el creador utiliza un CRM para gestionar sus prospectos y automatizar el proceso de envío de videos personalizados. El CRM es fundamental en la estrategia del creador, ya que le permite mantener un registro de los contactos y sus interacciones, así como actualizar el estado de la relación con el cliente.

Highlights

Se presenta un sistema de video personalizado automatizado por AI para aumentar las tasas de respuesta en el correo electrónico de outreach.

El sistema de videoemails personalizado está obteniendo más del 18% de tasas de respuesta y más de 30 reuniones agendadas al mes.

Los videoemails personalizados están superando a otros métodos de comunicación en rendimiento y aún no están sobreutilizados.

Se mencionan plataformas como Hen o Cesium para personalización de videos, pero se argumenta que aún no son lo suficientemente buenos y pueden ser caros.

Se presenta una alternativa para personalizar videos sin avatars robóticos, manteniendo mayor naturalidad en la comunicación.

El uso de la plataforma Senspark para personalizar videos mediante el clonado de la voz y la incorporación de nombres y URLs de empresas.

Se ilustra cómo Senspark reemplaza palabras clave como 'watermelon' con el nombre del prospect y muestra el sitio web de la empresa en el fondo.

La importancia de la observación en el proceso de personalización, buscando razones sólidas para el contacto en lugar de personalizaciones superficiales.

El servicio de AI para encontrar prospectos, investigarlos y realizar un outreach personalizado, similar a un agente humano de BDR.

Se describe el proceso de personalización de outreach basado en observaciones relevantes, como la contratación de un BDR o una ronda de financiamiento reciente.

La automatización en Make.com que conecta el CRM con herramientas de investigación y personalización de videos.

Uso de la herramienta Relevance AI para investigar y encontrar observaciones relevantes sobre las empresas y sus empleados.

Se detalla cómo se configura la aplicación de Relevance AI para realizar búsquedas y análisis de datos de las empresas y sus carreras.

La integración de Senspark con Make.com para enviar videos personalizados a diferentes campañas en función de las observaciones encontradas.

El uso de plantillas de video en Senspark para adaptar el contenido en función de la personalización requerida por el lead.

La integración con la plataforma de correo electrónico Instantly para enviar los videos personalizados y actualizar el CRM con el estado de la campaña.

Se ofrecen plantillas y tutoriales para facilitar la configuración del sistema de personalización de videos a las necesidades específicas del usuario.

Se invita a los espectadores a consultar en los comentarios si tienen preguntas y a suscribirse al canal para recibir más contenido similar.

Transcripts

play00:00

hey guys so in this video I'm going to

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show you how to set up an AI automated

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personalized video system that I

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personally use in my C email Outreach to

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get over 18% reply rates and more than

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30 meetings booked a month I myself am

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pretty shocked about the results these

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video emails are getting I personalize

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all my outbound emails but these video

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emails are outperforming all others and

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I don't think it's overused just yet so

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in this video I want to show you my

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setup and how you can do the same

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because I think you can really take

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advant vage of this while it's still

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relatively unknown so first of all you

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might have heard of these platforms like

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hen or cesia to personalize videos now

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I'm not using those in my opinion there

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are two main problems with these

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softwares the first one is it's still

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not good enough yet they just look too

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robotic too impersonal and in the end

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just too fake and second of all they can

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be quite expensive for these

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personalizations so I found a way to

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personalize videos without the

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robot-like avatars and where it's

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actually mostly me talking so if you're

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interested in this keep watching and

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I'll show you step by step how to set it

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up so before showing you the Automation

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in make.com I do want to give you a

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brief overview of how this AI video

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personalization works so basically

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consists of two components the first one

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is a platform called senspark which we

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use to personalize our videos so this is

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basically a simple personalization tool

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that automatically clones your voice and

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personalizes the name of the prospect so

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the way it works is I record record a

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video and when I record my video I say

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hey watermelon in the beginning and then

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I do my video as normal then the

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software will identify that I said

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watermelon and it will change that word

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watermelon for the lead's name right by

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cloning the voice of the rest of my

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video so instead of saying hi hey

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watermelon I'll say your name hey Oscar

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or hey Jennifer and the second thing it

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will do is it'll put the the URL of the

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company you're reaching out to in the

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background of your video so it looks

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like you're scrolling through their

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website while you're doing your pitch so

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those are two sort of nice little

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personalization points I can show you a

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quick

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example hey Jennifer I just checked out

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your website and I thought it was really

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interesting what you guys are doing and

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I also saw you were hiring for bdr

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positions so you can see I say hey

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Jennifer and then I'm scrolling through

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the website right so is it perfect it's

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not uh but I think it works well enough

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for people to believe that it's actually

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true and also think they sort of fade

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fade out your camera at the moment where

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you're actually seeing watermelon so

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it's hard to see that you're maybe

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seeing something different so this is

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sort of a nice little personalization

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but I wanted to make it even better

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right so I use usually in my out

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Outreach um context I use a system

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called Outreach personalization process

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now what is an Outreach personalization

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process it basically

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means just personalization of of your

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emails or your videos is not necessarily

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a good thing you need to have a reason

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for reaching out to them that's where

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you get the highest reply rate right if

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you haven't found an observation on this

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company that is the reason you're

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reaching out to them that is way

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stronger than just a personalization

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because I could say something like hey I

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saw you live in Amsterdam but it's a

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personalization but it has nothing to do

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with the service I'm offering so we need

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an observation that ties in to the

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solution we're offering so in my case in

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my outb

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Outreach in my video Outreach I'm trying

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to sell my AI bdr agent services so what

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does this service do it basically finds

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prospects it researches them it does a

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personalize Outreach just like this

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system it manages your inbox and even

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book me books meeting so it basically

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takes over the job of a human bdr agent

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so this is the the the service I'm

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offering so my personalization process

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is I sort of have to find relevant

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observations about this company that I

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can use in my Outreach and in this case

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in these videos so what is the best

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possible observation I could find when

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I'm offering these kind of

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services I in my opinion I think the

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best case scenario is when a company is

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actually hiring for bdr positions

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because then I can come to them and say

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hey I saw you're hiring for a bdr

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position have you actually considered

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using an AI bdr right now not all

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companies will be hiring bdr agents so I

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need sort of a second a backup

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personalization so what could be another

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good one it could be they had a recent

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funding round why because usually

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companies that had a recent funding

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round they have to go very hard on sales

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and grow Revenue so this would be a good

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sort of context uh for them to use my

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bdr so this is sort of the system I'm

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using I'm going through different

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observations I could find from best to

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worst until I find one and that one I'll

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use as sort of a reason to outreach to

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these people so that's the way my

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automation is set up so besides just

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doing the name and the the website in

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the background I'm using a research tool

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to find sort of these relevant

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observation and if I find that a company

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is hiring a bdr I'm using a different

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template video template than when a

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company for example had a recent funding

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round now let's say that they have all

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of these things they don't have it you

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always need sort of a backup a fallback

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personalization which might be a little

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bit more generic but you can always use

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it when none of the other sort of

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observations were found I think this

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system is a very good system to think

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about outbound personalization anyway

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but this is also the system we use I use

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here in my make.com automation so you

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can hear me say in this one I also saw

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you were hiring for bdr positions what

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you guys are doing and I also saw you

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were hiring for bdr positions now this

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is one of my templat so if my research

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on this lead finds that they they were

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hiring for bdr then I use this video

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template but I have a few more right so

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I have another one here for example

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funding so if they had a recent funding

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round I would use this template hi Oscar

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I just came across your website and

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really liked what you guys are doing I

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also noticed you recently have a new

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funding round so congrats on that I can

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imagine so I use that as a reason in

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this one so that's how to make.com

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automation is set up you can see here I

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have different video templates my actual

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one has even more but just for

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Simplicity of this video this is the way

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it works so now that you have that

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context let me get you through this flow

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right so this flow starts with my CRM in

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this case hopspot which of course is

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easy to switch out if you have another

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CRM basically I find my new Prospect in

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Apollo uh and other platforms that is

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automatically synced to my hopspot and

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when a new contact is created in hopspot

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this flow is triggered so what happens

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here is uh the new lead is going to be

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sent to a relevance ai ai tool I build

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which does research on the lead if you

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don't know relevance AI yet I do have a

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full tutorial on my YouTube channel on

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what it is and how you can build AI

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agents and AI tools with relevance AI

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but I'm going to show you in this video

play07:14

too how I've set this up so basically

play07:18

what this tool does it does the research

play07:20

on the lead so it finds sort of these

play07:23

observations that I mentioned before so

play07:25

it does research on the company and

play07:27

looks for okay are they hiring for a BD

play07:29

are uh no okay then we go and check the

play07:32

next are we uh did they have a recent

play07:34

funding round and then we go through the

play07:37

different observation steps now

play07:39

depending on the research result we use

play07:41

a router here to send it to different

play07:43

templates so in this case let's say

play07:46

they're actually hiring for a bdr then

play07:47

we send it to this template which is the

play07:49

template where I say uh I saw you were

play07:52

hiring for a bdr

play07:54

agent and if they had a recent funding

play07:56

route I send it to this template where I

play07:58

say congrats on the funding round I can

play08:00

imagine scaling sales is a priority

play08:02

right now and of course this is the

play08:04

fallback which would be the most generic

play08:06

one if we can't find any other

play08:07

observation we always send it to the

play08:09

most generic one so this is this is the

play08:13

relevant AI app this is senspark API I'm

play08:15

going to show you later in detail how to

play08:17

set this up but I just want to give you

play08:18

an overview of how this system works and

play08:20

then lastly we have uh we send it to

play08:23

instantly where we actually send it send

play08:25

the emails to our leads so we upload the

play08:28

lead and the video onto instantly we

play08:30

enroll them in the campaign and then

play08:32

lastly we update our CRM to say that

play08:34

this lead was enrolled in our called

play08:37

email Outreach so that's a basic

play08:39

overview of this automation so now I'll

play08:42

show you a quick example and through the

play08:43

example I will then explain step by step

play08:46

how you can set it up and customize it

play08:47

to your specific use case so remember as

play08:50

always all the templates are for free in

play08:52

the in the description below so let's

play08:55

say we have a new contact here just have

play08:57

an example here um that we're going to

play09:00

pull in so in this case we're just going

play09:01

to run it manually once so it gets the

play09:05

new contact now it sends it to the

play09:07

relevance AI app which is doing the

play09:10

research on this lead where it's

play09:13

basically going to try and find if this

play09:15

companies hiring for bdrs or they had a

play09:17

recent funding route you can see it's

play09:19

already done it so in this case the

play09:22

outcome of my relevant AI

play09:24

tool we can see is hiring right so it

play09:30

means that this company's hiring for bdr

play09:32

and then I simply put set up a filter

play09:34

here that says if hire if this output of

play09:37

the relevant CI tool contains hiring

play09:40

then sent to this and of course in this

play09:42

template we have it set up with me

play09:44

saying hey I saw you you were hiring for

play09:47

a bdr so it has generated the

play09:49

personalized video it has sent it and

play09:51

created the instantly lead and campaign

play09:54

and it has updated the CRM so we cannot

play09:57

check quickly in send spark what's

play09:58

happening so if we go to our campaign

play10:00

you can see it's generating this new

play10:03

video if we click

play10:06

refresh we can see it generated the

play10:09

personalized video with the background

play10:11

of the company hey Derek I just checked

play10:13

out your we and now we can also see if

play10:15

it was added to our instantly campaign

play10:17

you can see he also was added to our

play10:19

instantly campaign where if we go in the

play10:23

sequence I have the video pasted here

play10:25

I'll show you later how you how you do

play10:27

this but you can see this is how it

play10:29

works so I'll go step by step I start

play10:31

with

play10:32

hopspot so of course you can make this

play10:35

uh you can trigger this from any CRM or

play10:38

even from Google Sheets right so in my

play10:40

case I've done is set up a search for

play10:42

contact now in my case I search for

play10:44

contacts with a filter right so with a

play10:47

filter that is enrolled does not equal

play10:50

yes right because basically what I do

play10:52

every person that is enrolled in my

play10:54

instantly campaigns I update here in the

play10:56

end to yes meaning that they won't be en

play10:59

again right so I just find anyone who's

play11:02

not enrolled through this search for

play11:05

contact I I I in this case I only limit

play11:07

it to one and then I run it every 5

play11:09

minutes and that lead will get pulled

play11:12

and then that will be sent to relevance

play11:14

AI now I'm going to show you the

play11:15

relevance AI app right now how I've set

play11:17

it up and how you can customize it so

play11:19

for relevance AI you always need the

play11:20

HTTP model which I'm going to show you

play11:22

also how to set that up but if we're in

play11:24

the relevant CI dashboard we can go to

play11:26

the tool I

play11:28

created which is the personalized video

play11:32

researcher now if you've never seen

play11:34

relevant say I yeah I do recommend you

play11:35

check out my other YouTube video where I

play11:38

explain in detail how to set this up but

play11:39

I will go through the step by step in

play11:41

this video too so the best way to show

play11:44

you how this one works is by actually

play11:45

putting in an example so I'll just go

play11:48

back and put in a quick example and let

play11:49

this tool run so here are the user

play11:51

inputs I defined so in this case you

play11:53

have the contact name the company name

play11:55

and the contact email which I get in of

play11:57

course from hopspot right these are the

play11:58

user inputs and I st store these user

play12:00

inputs into the variables as always in

play12:03

relevance AI which we're going to use in

play12:05

the next steps um now the first step is

play12:08

to find the company URL right because we

play12:10

suppose we only have the name in this

play12:12

case so basically what we're doing is

play12:14

we're just looking at the email and

play12:15

taking the domain name because these are

play12:17

all professional emails or work emails

play12:20

so we find the domain name we do Google

play12:21

search and find the uh we do a Google

play12:24

search API here right and we Dre the

play12:28

Google search

play12:30

uh result finding we try and find the

play12:32

company URL which we found here right so

play12:35

we St store this company URL into this

play12:37

variable and again we're going to do a

play12:39

Google search in this case I'm looking

play12:42

for the LinkedIn profile of the company

play12:44

too so we put in the company URL plus

play12:46

LinkedIn we do Google search we feed it

play12:48

to an LM to say try and find the company

play12:52

LinkedIn URL which you found here I

play12:55

think in this actual flow this one is

play12:57

not even necessary I think it's still

play12:58

there because of I edited this tool from

play13:01

another one where I actually did need

play13:03

the LinkedIn but anyway you can see I

play13:06

found a LinkedIn URL here of the company

play13:09

and here I'm actually also trying to

play13:10

find the LinkedIn of the contact person

play13:14

so you can see similar process and we

play13:16

found also LinkedIn of the of the

play13:19

contact person now here's where the

play13:21

interesting part starts where's the

play13:22

observation mining right so here we're

play13:24

going to sort of look for those

play13:25

observations that I mentioned before

play13:27

which we want to personalize our video

play13:29

videos on so the first one is of course

play13:31

are they hiring for a bdr or any sales

play13:33

position right so basically what we do

play13:35

is we use the Google search API step if

play13:38

you don't know you could just add them

play13:40

here they're already built into

play13:41

relevance AI the Google search API and

play13:44

all we do is we put in the variable here

play13:46

in the double brackets of the company

play13:48

URL and we add in careers because we

play13:50

want to add find the career page and

play13:53

with the career page we're going to

play13:55

scrape that page and actually sort of

play13:57

identify if they're hiring for these

play13:59

specific positions or not so the thing

play14:01

is many of these companies have actually

play14:03

have uh multiple career sites right they

play14:07

might have one on their own website then

play14:08

they have some on these public websites

play14:11

where they post platforms Etc so what I

play14:13

instruct this L&M to do is actually to

play14:16

extract three different uh career

play14:20

websites for this company so it will I

play14:24

can I can read it quickly your

play14:26

professional Google search researcher

play14:27

specializes in identifying the career

play14:29

pages and URLs of the following company

play14:32

so your task going to be to identify the

play14:34

career page of this company right so

play14:37

basically you can read this in detail

play14:39

again in the template but basically what

play14:41

it does is like up to three different

play14:43

career pages and then output this um

play14:47

result into a Json right why do we do a

play14:50

Json because we want to separate the

play14:53

outputs if you want to know in detail

play14:54

again I have more information on Json in

play14:57

my other video uh anyway we get we get

play15:00

three different URLs here right and then

play15:03

we use the convert string to Json where

play15:05

we actually get the Json into the

play15:07

multiple outputs and then we can store

play15:10

each of these in a different variable

play15:12

and then what we're doing is we're using

play15:15

these to and we're going to scrape all

play15:17

of these pages right so we put in the

play15:20

first variable here in again this is the

play15:23

build-in web scraper of relevance AI so

play15:25

we scraped the first website here so you

play15:28

can see here's all the scraped here's

play15:31

the scraped page we scraped the second

play15:33

page

play15:35

too and the third page and then we feed

play15:38

this all to an L&M and say identify if

play15:41

this company as a top tier AI analyst

play15:43

you extracting meanful insights from

play15:45

complex data sources uh you've been as

play15:48

tasked with analyzing the scraped career

play15:50

pages of company and in this

play15:52

case right you will identify the amount

play15:55

of open positions this company has for

play15:57

the following job R sales development

play15:59

representative or Business Development

play16:01

representative bdr so we can see site

play16:04

sit has one open position for sales

play16:06

development representative and one open

play16:08

position for business development

play16:10

representative so in this case I add in

play16:13

one more step I basically put in this

play16:16

outcome and it's sort of an evaluation

play16:17

step and say you're worldclass AI

play16:21

categorization specialist you've been uh

play16:23

tasked to analyze the following

play16:25

observation result so here we'll

play16:27

basically say okay is this

play16:30

searching if the company is hiring for

play16:32

the

play16:33

bdr uh uh position a success successful

play16:37

observation or not and in this case we

play16:40

have successful so because it's

play16:42

successful we're actually not running

play16:45

the next step which is in the next step

play16:46

we're going to look for the funding

play16:48

round if they had a recent funding round

play16:50

but as we've already in this case had

play16:52

the best observation possible which is

play16:54

they're hiring for a bdr we are put in a

play16:57

a condition in the rest of these steps

play16:59

that you don't have to

play17:01

run right if the if the outcome of this

play17:04

was actually successful so this whole

play17:06

part shouldn't have to run and then the

play17:08

last one is just categorization right so

play17:10

it puts a categorization on the research

play17:13

result which this is the output we get

play17:15

inside of our make right as you can

play17:19

see the output here of our tool is

play17:22

highering Cadence right and that is

play17:25

exactly the filter we set up in this

play17:27

next step so we put a router here to

play17:29

sort of decide to which video template

play17:30

it goes so how do you connect this

play17:33

relevance AI um app so basically we have

play17:36

to set up an

play17:39

HTTP make a request

play17:41

module then the URL we're going to find

play17:44

if you if you came and you've cloned

play17:46

this tool you can you will come to a

play17:51

screen just like this and then you have

play17:53

this option API where an endpoint which

play17:55

you can copy and paste in the URL then

play17:59

you can paste that there then you have

play18:02

method which is

play18:03

post then you have to add two

play18:06

headers and I can show you that here the

play18:09

first header is content type application

play18:12

Json you can also find that back

play18:14

here right in the sample curl you can

play18:17

see Conta type application Json so you

play18:19

can literally just copy and paste this

play18:21

and then the second header will be the

play18:22

header will be authorization and then

play18:25

you'll have to put in as the value your

play18:26

API key so you can generate your AP API

play18:29

key right here so you click on that you

play18:33

copy that you paste it in the second

play18:36

here I'm not going to show you my API

play18:38

key but that's it and then in the end

play18:41

all you

play18:42

do so you do Post you paste in the URL

play18:45

you put in the headers then you have to

play18:47

always select raw as the body type and

play18:50

content type is application

play18:52

Json and then for the request content

play18:55

you can also go back and then you copy

play18:57

this request body

play19:00

and here's where you put in the

play19:01

variables so in this case our app our AI

play19:04

app needs the contact name so we go back

play19:07

to hopspot in this case if you have a

play19:08

different CRM of course you have to pull

play19:10

it from there so we have to get the

play19:15

name between these quotation marks right

play19:19

the company name and the contact email

play19:22

so you do that for all three and then

play19:25

you always select here par response and

play19:27

okay then that one is SA set

play19:29

up and then I'll show you now how to

play19:33

actually set up this um senspark API so

play19:38

again right this template is available

play19:40

in the description below so for the

play19:41

senspark API you do need the paid plan

play19:44

so they actually say that you only have

play19:45

access to the API at the $150 plan but

play19:48

that's not true you can actually access

play19:49

it with a $50 plan $50 plan I think you

play19:52

get $500 personalized video minutes uh

play19:56

which is quite good and then you go to

play19:58

the API credential Tab and these are

play20:02

going to be the important ones is your

play20:04

API workspace

play20:06

ID and of course your API key and secret

play20:10

key right so if you have downloaded my

play20:13

template my make.com template you will

play20:15

find this here already so if you go in

play20:17

here you will see this

play20:20

URL and you will have to switch out this

play20:24

part the part behind workspaces you'll

play20:27

have to fill out your workspace which

play20:29

you can find inside of sense Park here

play20:32

right so you copy that in and you change

play20:35

this part and then also the second part

play20:37

you're going to change is the Dynamics

play20:39

now the Dynamics is the campaign the

play20:41

personalized campaign you created so I

play20:45

will show you here here are all the

play20:46

different campaigns for example this is

play20:49

my hiring like the bdr campaign so I

play20:52

look at the URL and then I just take

play20:55

this last part before

play20:57

list and that part part is the dynamic

play20:59

ID so we copy that and we paste it in

play21:03

this part before Prospect right and

play21:06

that's basically how it identifies to

play21:07

which campaign it should send it so for

play21:10

each of my templates that part is

play21:12

different because I'm using different

play21:15

templates so and then in in um sens

play21:19

spark you actually need three different

play21:21

headers right we have the same one as in

play21:23

relevant content type application Json

play21:25

now the second header will be your API

play21:27

key which you find back here in your API

play21:31

credential dashboard so here you have

play21:34

your API key please don't use it guys

play21:36

you'll need the secret one anyway so you

play21:39

copy in the API key here and and then

play21:43

the third header is the uh secret API

play21:45

key which you can generate on that same

play21:47

screen right create new key and then

play21:48

you'll get your secret key here so those

play21:52

are the three headers then lastly you

play21:54

will need to select again body type raw

play21:56

content type application Json

play21:59

here's the request content you can find

play22:01

it in the documentation page of senspark

play22:03

or just use my template here because it

play22:05

will be the same for you um and then you

play22:08

fill out of course the variables here

play22:11

the contact name with the variable from

play22:13

hopspot first name email and a

play22:16

background URL right this is one is

play22:17

important because this is what zark puts

play22:20

behind your video all right so this this

play22:22

is the one of the company of course and

play22:25

part response yes and then we're all set

play22:27

up so the way this works then is we then

play22:32

send the lead to instantly right so we

play22:35

we add them to a campaign of course you

play22:36

can change this out for your specific

play22:39

email uh sender or provider but in my

play22:43

case I use instantly so I I select the

play22:45

campaign I add in the lead and the first

play22:47

name now I actually didn't have to add

play22:49

in the video uh why because the video

play22:52

actually takes a little bit to put in

play22:55

and what you can do this is what

play22:56

senspark has as a feature

play22:58

if you're in your Dynamic videos you can

play23:01

actually just paste in a snippet already

play23:04

inside of your instantly campaign so if

play23:07

you go here to share

play23:09

campaign and you click your email

play23:12

provider they have many available

play23:14

already in my case instantly you can

play23:16

just copy a snippet a code snippet you

play23:20

then go to your instantly campaign and

play23:22

let's

play23:22

say you have a new email

play23:26

here let's create a new one

play23:32

so all you do here is you do code view

play23:36

you paste in the snippet go back and now

play23:40

it will auto automatically sort of

play23:41

personalize it so we'll identify through

play23:43

the email that uh which personalized

play23:47

email it is from these from these list

play23:50

you you generate so you don't actually

play23:53

have to send it inside of instantly you

play23:56

just can paste in this snippet of code

play23:58

and they will automatically identify

play24:00

which video to pull for which contact so

play24:05

that's all you need to do there and then

play24:07

you you can send your personalized email

play24:09

so that's it and then the last part

play24:12

really is I update my CRM so the the

play24:17

enrolled column which tells me if these

play24:19

people have been enrolled in my

play24:21

personalized Outreach or not I Chang the

play24:23

value to yes so in that case I won't

play24:25

pull them again and put them in a new

play24:28

campaign

play24:29

so that's the setup I have of course to

play24:31

customize this to you you do have to

play24:33

think about what is your use case right

play24:36

what are you selling what are good

play24:38

observations uh for you to reach out to

play24:42

and then of course besides the

play24:43

personalization of the name and the

play24:45

background you want to change your

play24:47

relevance AI app to sort of find these

play24:51

um observation points that are relevant

play24:53

to you and then make your templates

play24:55

based on that now if you want the really

play24:57

simple version you you can also just

play24:59

leave out this part of relevant say High

play25:02

and the router part and basically just

play25:04

go hopspot to send spark and then add it

play25:08

to your instantly campaign and hop spot

play25:11

and in that case of course you don't

play25:12

have the extra personalization of the

play25:14

observation but you will still have an

play25:16

automatic

play25:17

personalization of uh the name and the

play25:20

background URL in your video uh I hope I

play25:24

hope you guys enjoyed this video and

play25:26

learned something today I know it's a

play25:27

little bit of a long one and maybe a

play25:29

little bit complicated but if you do

play25:31

have any questions please let me know in

play25:32

the comments below if you got any value

play25:34

out of it I'd appreciate it a lot if you

play25:36

can like And subscribe to my channel I

play25:38

try to get a lot more content like this

play25:40

out and I am also available for

play25:42

Consulting calls if you're interested in

play25:45

some business solution for yourself and

play25:47

thank you so much for watching and I

play25:49

hope to see you in the next one CH Chow

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Étiquettes Connexes
Video PersonalizadoEmail OutreachAI AutomatizaciónTasas de RespuestaReuniones AgendadasSensparkRelevancia AICampaña de EmailPersonalización de ContactosEstrategias de Ventas
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