Marylou Tyler

This looks pretty good, but I'd add a couple of sections to the Problem --> Proof flow:

My 2 cents. MT

I just finished an n8n class taught by Ed Bonner on Udemy. In week 3 of the course, he breaks down workflows for the following agents & sub-agents:

His instruction, for me, is an incredible lens into the world of business development and deal attainment using N8N and related tools to handle repetitive workflows, consistently.

Apollo is under a microscrope of late (do a search on "apollo.io litigation") and have been banned from LinkedIn for things like illegal scraping. Be careful with record selection, as well as cell-phone usage as there have been a number of reports on illegal use of the DNC (do-not-call) registry. Just a heads up to check out litigation as part of your due-diligence. MT

Sai M. thank you for this reference. I’m using a tool from Mylance that only does LinkedIn posts and is $20 more per month with fewer features. Worth a try since my goal is/has been 3x LI posts per week.

External benchmarks can be tricky. What I like to do is first run an intra-rep analysis along segmentation lines (IB, OB, Referral, Self-Gen, Partner, etc.) to get a sense of variance. NOTE: I study top-to-middle-of-funnel, so make necessary adjustments for getting-to-closed analysis/diagnostics: By segment (or KPI filter..): INTERNAL BASELINES: If your top quartile reps are winning at 40% and bottom quartile at 15%, you know 40% is possible in your market with your product. COACHABLE GAPS: Study what the 40% reps do differently (qualification rigor, discovery depth, deal selection, etc.) SEGMENT SPECIFIC REALITIES: Data may naturally show which segments/deal sizes/use-cases/JTBD/personas have higher win rates for you. Then I'll look at variances and make assumptions that can be 'debated' with leadership team....

George C. I like your notion of auto-populating notes and activities using LLMs. Correlating pipeline velocity with adherence to workflow can now be [more easily] tracked and analysed using the unstructured data already in our CRMs. Next thing is the "naughty board" - a report that is generated with repeat offenders and correlates lack of compliance with intra- and inter-stage conversion rates + overall win / loss rates. Subliminaly tying tracking compliance to performance.

Max L. exactly - we're not tracking tasks like "proposal sent" for these 3-5 buyer intent signals. More like these behavioral characteristics:

I've only worked on POC-type demos, but here are the entrance criteria for those:

Exit criteria is extremely stringent and probably too long to list here, but the main categories are:

The best cold e-mail expert I know is Jason Bay - Outbound Squad. He has a lot of free material that can help you with your outbound campaigns. And, has an impressive track record. If you follow him, watch his free webinars, and put his teachings into action, consistently, with intent, you will be successful in your cold e-mail / voice / social campaigns.