How to Automate Outreach Based on Data from Visitor Recognition

B2B sales success often hinges on reaching the right people at the right time. Traditional outreach methods can be slow and labor-intensive, which is why automation is transforming the way companies engage with potential clients. Leveraging visitor recognition tools like LeadRebel, combined with automation platforms such as Clay, Instantly.ai, and JustCall, allows you to create an efficient and personalized outreach strategy that delivers results. By using these tools you can easily automate outreach and significantly improve your lead generation process.

In this article, we’ll cover the importance of automating outreach, introduce LeadRebel as a key player in visitor recognition, and dive deeply into step-by-step guides for automating email marketing and cold calling.

Automate Outreach: Why is it Important?

Outreach automation is more than a trend – it’s a necessity in today’s competitive business environment. Here’s why:

• Time Savings: Manual outreach is resource-intensive. Automation tools handle repetitive tasks, freeing your team for high-value activities.
• Scalability: Personalized outreach at scale is only possible with automation, enabling you to engage hundreds or thousands of leads without sacrificing relevance.
• Real-Time Action: With tools like LeadRebel, you can respond to a visitor’s interest while it’s fresh, increasing your chances of converting them into a customer.

When combined with visitor recognition technology, automation provides a data-driven foundation for targeted, impactful outreach efforts.

What is LeadRebel and How It Helps with B2B Outreach

LeadRebel is a visitor recognition tool that identifies companies visiting your website and provides actionable insights such as company names, industries, and contact information. By analyzing visitor behavior, LeadRebel helps you understand which prospects are most likely to convert and equips you with the data to engage them effectively.

Key Features of LeadRebel:

• Company Identification: Discover which businesses are exploring your website, even if they don’t fill out a form.
• Behavior Analysis: Gain insights into which pages they visited, how long they stayed, and their engagement level.
• Contact Discovery: Access relevant contacts within these companies, including email addresses and phone numbers.

With this information, you can create highly personalized outreach campaigns. Let’s dive into the processes for automating email marketing and cold calling using LeadRebel and other tools.

How to Automate Outreach with Email Marketing

Email marketing is a cornerstone of B2B outreach, offering a direct line to potential customers. By integrating LeadRebel with Clay and Instantly.ai, you can automate your email campaigns from data collection to follow-up. Here’s how:

Step 1: Extract and Analyze Data from LeadRebel

1. Log in to LeadRebel: Start by logging into your LeadRebel dashboard and configuring filters to focus on the most promising visitors. For example:

   – Visitors from specific industries relevant to your offerings.

   – High-engagement visitors who viewed multiple pages or key areas like pricing or contact forms.

2. Export Visitor Data: Export the filtered data to a CSV file or integrate directly with Clay for seamless data transfer. Ensure the data includes company names, industries, and any available contact information.
3. Evaluate Visitor Behavior: Use the data to determine the intent of each visitor. For example:

   – Did they spend time on your “Solutions” page? This indicates interest in specific offerings.

   – Did they visit the “Pricing” page? They might be close to making a decision.

Step 2: Enrich Data with Clay

Clay is a versatile tool that enhances raw data and prepares it for outreach:

1. Import Data into Clay: Upload your LeadRebel CSV file into Clay or use an integration to sync the data directly.
2. Add Missing Details: Clay offers data enrichment features to fill gaps in your lead profiles. For instance:

   – Use LinkedIn scraping to identify decision-makers at each company.

   – Find verified email addresses for key contacts.

   – Add contextual information, such as recent company news or funding rounds, to tailor your outreach.

3. Segment Leads: Categorize leads based on their likelihood to convert. For example:

   – Hot Leads: High intent, visited multiple key pages.

   – Warm Leads: Moderate intent, explored general information pages.

   – Cold Leads: Low intent, visited briefly but still of potential interest.

Step 3: Automate Campaigns in Instantly.ai

Instantly.ai is a powerful email marketing platform that excels at personalizing campaigns:

1. Set Up Integrations: Sync your enriched Clay data with Instantly.ai. This can be done through APIs, CSV uploads, or native integrations.
2. Create Personalized Email Templates:

   – Use dynamic placeholders to personalize emails. For example:

     – Subject: *“[First Name], insights into [specific solution] for [Company Name]”*

     – Body: *“Hi [First Name], I noticed your team recently explored our [specific page]. Are you currently looking for solutions to [pain point]?”*

   – Include a clear value proposition and a subtle call to action (e.g., suggesting a quick chat or sharing a case study).

3. Set Up Sequences: Configure automated follow-ups for leads who don’t respond immediately. For example:

   – Day 1: Initial email referencing their website visit.

   – Day 3: A follow-up with a helpful resource or testimonial.

   – Day 7: A reminder email asking if they’re open to a discussion.

4. Track Campaign Performance:

   – Use Instantly.ai’s analytics to monitor open rates, click-through rates, and responses.

   – Continuously refine subject lines, email content, and timing based on performance metrics.

By combining LeadRebel, Clay, and Instantly.ai, you can automate an entire email marketing workflow that’s personalized, efficient, and highly effective.

How to Create an Automation for Cold Calling

Cold calling, when done right, can be a highly effective way to connect with decision-makers. Using LeadRebel with Clay and JustCall, you can automate and optimize this process.

Step 1: Extract and Prioritize Leads in LeadRebel

1. Filter High-Value Leads: Focus on visitors who:

   – Spent significant time on decision-related pages, such as pricing or case studies.

   – Show patterns of recurring visits, indicating sustained interest.

2. Export Detailed Data: Include company names, potential contact points, and behavior metrics in your exported file.

Step 2: Enrich and Segment Leads in Clay

1. Import Lead Data: Upload your LeadRebel data into Clay.
2. Enrich Data:

   – Find direct phone numbers for relevant decision-makers.

   – Add contextual insights, such as recent company achievements, to use as conversation starters.

3. Segment Leads: Group leads into calling priorities:

   – Priority 1: Decision-makers at high-intent companies.

   – Priority 2: Influencers at medium-interest companies.

   – Priority 3: Broad contacts for long-term nurturing.

Step 3: Set Up Cold Calling Automation in JustCall

JustCall simplifies and scales cold-calling efforts:

1. Sync Data: Transfer your enriched lead data from Clay into JustCall.
2. Create Call Campaigns:

   – Develop campaigns targeting each segment with tailored messaging.

   – Use scripts specific to the lead’s behavior. For example:

     – Script for pricing page visitors: *“Hi [Name], I saw your team exploring our pricing page. I’d love to discuss how we can help you meet your [specific goal].”*

3. Automate Dialing:

   – Leverage JustCall’s power dialer to automatically connect with leads in succession.

   – Set up voicemail drops to ensure consistent messaging for unanswered calls.

4. Track and Refine:

   – Use JustCall’s analytics to monitor call outcomes, including connection rates and lead responses.

   – Adjust your approach based on data—such as calling at different times or tweaking your script for better engagement.

Pro Tip: Combine Calls with Emails

– After each call, send a follow-up email summarizing the conversation or reiterating your value proposition.

– Use email campaigns to warm up leads before calling, referencing their prior interactions with your website.

Automate Outreach with LeadRebel: Summary

Automating outreach using visitor recognition data is a game-changer for B2B companies. Tools like LeadRebel, Clay, Instantly.ai, and JustCall enable businesses to streamline both email marketing and cold-calling workflows, delivering highly targeted campaigns with minimal manual effort.

By following the detailed steps outlined above, you can:

– Leverage visitor insights to focus on high-potential leads.

– Enrich data for precision targeting and segmentation.

– Execute automated campaigns that are both scalable and personalized.

Embrace these tools and processes to elevate your automate outreach strategy and drive measurable growth for your business.