Overview
The LinkedIn Potential Customer Development and Qualification Review Robot is a sophisticated, automated workflow designed to revolutionize how sales teams and business owners find and qualify B2B leads. It moves beyond simple search filters by integrating API-driven data discovery with advanced LLM-based qualification. This template ensures that you efficiently discover the right companies, prevent duplicate outreach, and prioritize prospects most likely to convert, maximizing your sales development efficiency.
Who This Is For
This workflow is essential for professionals focused on efficient, data-driven lead generation:
- Sales Development Representatives (SDRs): Eliminate time spent on manual searching and filtering, allowing SDRs to focus 100% on high-value outreach and conversion.
- Startup Founders / Small Business Owners: Efficiently validate target customer profiles and explore new markets with limited sales resources and low operational costs.
- Market Entry Strategists: Quickly generate initial, qualified potential leads when expanding into a new geographic market or industry, accelerating research and preliminary outreach efforts.
How It Works
- Discovery Phase (API Search)
- The workflow initiates a bulk company search via the GhostGenius API, leveraging the Keywords, Company Size, and Locations you define. It compiles a raw list of matching companies and extracts their LinkedIn URLs for processing.
- Filtering Phase (Qualification & Deduplication)
- It processes the collected URLs, retrieving detailed company data. The workflow then automatically filters out companies that don't meet basic engagement criteria (e.g., fewer than 200 LinkedIn followers) and crucially, cross-references a specified Google Sheet to filter out existing clients or leads, ensuring no duplicate efforts.
- Evaluation and Recording Phase (LLM Scoring)
- All new, qualified prospects are passed to the integrated LLM node. The AI evaluates each company's profile against your clear description of Your Product. It assigns a rigorous 0–10 "interest likelihood" score based on factors like industry match and potential pain points. The high-quality leads, complete with their match scores, are then automatically appended as new rows to your designated Google Sheet.
What You'll Need
- API Key: A valid GhostGenius API Key.
- Google Sheet: A prepared Google Sheet with its Spreadsheet ID and target Sheet Name ready for data logging.
- Target Definitions: Clearly defined KeyWords, a selected CompanySize Code, and required Location Codes (referencing the provided GhostGenius tool link).
- Product Description: A clear, concise description of Your Product or service for accurate AI scoring.
- Platform Credentials: Valid credentials must be configured within your workflow platform to access the Google Sheet.
- Trigger Setup: An activated trigger (e.g., scheduled daily run) to automate the lead search process.
How to Use
- Step 1.Input Configuration
- Enter the required parameters (API Key, Keywords, Locations, etc.) directly into the designated fields.
- Step 2.Define Your Product
- Provide a clear, detailed description of what you sell in the YourProduct field to ensure the AI scores prospects accurately.
- Step 3.Credential Check
- Verify that your Google Sheet access credentials are set up.
- Step 4.Automate Prospecting
- Set up a regular trigger (e.g., Monday morning) to automatically populate your lead sheet with fresh, scored prospects.
