Get SALES from Social Posts with This simple Setup | n8n AI Agent

0:00Hello buddy.

0:02Manur Charlie.

0:05Hello everyone.

0:08Where is Hi. How are we all doing?

0:12We will give it uh a couple of minutes

0:15if that just to see who else uh wait for

0:19some some last people to join. We just

0:21put another little uh uh notification

0:24out there for everyone.

0:26It's uh me and Pers are based in the UK.

0:29Uh, so it's nice and late over here in

0:31the UK. We thought we would try and get

0:32one on more of a a US time zone. So, I'm

0:36excited for this one. The whole house

0:37has gone to bed here in in my uh in my

0:39property. So, got to keep it down to not

0:42wake the kids. Well, that's the thing.

0:44Let us know what you think the best

0:45times are because we, you know, having,

0:49you know, people use trigger fire from

0:50Europe and then from America, we never

0:53we never really know what the best time

0:55is. So, we're going to be trying sort of

0:56different times. And if you guys have a

0:58sort of preference, it' be interesting

0:59to hear.

1:02Yeah. What what's best for you?

1:05Nice. Yeah, it works for East Coast as

1:07well. Yeah, exactly.

1:10Cool. Well, let's uh let's start diving

1:12in. So, today we're going to go over um

1:15social attribution. And I think I'm

1:19personally like a big big fan of this

1:21one um for a few different reasons. Um

1:24but primarily because

1:27social attribution has been an

1:28incredible incredibly hard thing to do

1:31for a very very long time now. Of course

1:34you can get a level of social

1:37attribution. So you can you can

1:38understand the UTM path has come from um

1:43social media. It's come from LinkedIn or

1:45it's come from YouTube for example.

1:48But um the challenge is you you can

1:52never get actual granularity on that.

1:54And what I mean by that is what posts

1:58are actually driving um signups

2:03and from the team who is driving those

2:06signups as well. So there's two really

2:07interesting things there. It's like if I

2:09have a marketing team or a sales team 5

2:1210 20 30 50 doesn't matter how big they

2:14are. who is actually driving the most

2:16signups for my for my company is is a

2:18really interesting point as number one.

2:20And the second interesting point is what

2:22specific content is actually driving

2:25those signups. And the reason that's

2:27really interesting to know is one

2:29obviously it's great to know and

2:30understanding that revenue attribution

2:31to see what's working well and therefore

2:33you can technically reproduce more of

2:34it. But but in that reproduction of the

2:38posts that are driving the most amount

2:39of signups, that's where it gets really

2:41exciting to give that to some potential

2:43agents to really start to deconstruct

2:46why these posts are converting users at

2:49such a high level or at a decent level

2:52and the type of people that are

2:54converting as well. So, you know, job

2:56titles, demographics,

2:58um, all of these fun stuff as well to

3:00understand, okay, well, what levers do

3:02you need to pull from a content

3:04standpoint to actually have content that

3:07converts, not just content for content's

3:10sake? And I think that's a big

3:11difference. And maybe places, you know,

3:13maybe we're getting a little bit

3:14misconstrued with that in this day and

3:16age. people are doing a lot of different

3:17forms of content just to to make noise,

3:20but if that noise isn't actually driving

3:22any kind of bottom line ROI in some

3:25shape or form, then it's totally

3:27irrelevant and pointless and you're just

3:28trying to do it to become an influencer.

3:31an influencer and uh which you know

3:34maybe that's that's your thing but you

3:36know for us anyway with trigger fire is

3:38like we are wanting you know if if my

3:40LinkedIn for example didn't convert

3:42anyone I would never go on LinkedIn

3:47the same for YouTube you know it's funny

3:49I I build a social media company but you

3:52know there's nothing worse than just

3:53sitting on there on social media so you

3:55really do these things with like a

3:57reason to to do them not just because

4:00it's fun to to to post like we really

4:02want to get that attribution down and

4:05it's never been able to it was never

4:08been done before until um until recently

4:12right until like I feel like we've

4:14really started to to kind of break the

4:15mold with creating that level of social

4:17attribution. So what I want to do today

4:20is dive into it's going to get maybe a

4:23little technical. I'm just going to show

4:24you how I'm doing it and how I'm

4:26thinking about it. Before any of the

4:29questions come around, um just as a we

4:33will share recording. Um we will share

4:37the templates that I'm going to go over

4:39as well. Um we'll share everything

4:41basically that is discussed today. So

4:43you can kind of get started and do this.

4:46I'm I'm curious though for anyone who's

4:48in the room just I won't dig into it.

4:50I'm just curious by yay or nay. Is

4:53anyone actually monitoring um their

4:55performance of their socials? And if you

4:57are, are you monitoring how many people

5:00are signing up from it or are you just

5:01monitoring um okay, like the impressions

5:04and the performance of the post, which

5:06is also really important to understand

5:08that. Um I'm just curious, is anyone

5:10actually getting down to that

5:11granularity? Um or are you just like

5:14KM's posting and you know, if it

5:16converts it converts, but I don't really

5:17dig into it um that much. Got

5:20performance and reach there. Nice one.

5:23Performance and reach. Nice. Yeah,

5:25there's a great exercise that you can

5:27start to do which is like how many I've

5:32done it once um before and and again

5:35what we'll go over today is really

5:36really handy because

5:38um if you can understand

5:41uh Maria exactly how many people you

5:45have converted through your LinkedIn

5:46profile for example um it's then really

5:50interesting say okay over a month period

5:52I have converted 20 demos let's just say

5:54for argument sake from my LinkedIn

5:56account and I got um 20,000 impressions.

6:02I posted x amount of times. And what you

6:06can start to do is you can start to

6:07reverse engineer. The more data you get,

6:10the longer you do this, the more solid

6:12that data becomes. But you can

6:14essentially get it down to the point of

6:15being like, okay, well, for every 2,000

6:18worth of impressions, I get a demo. um

6:22and you can get it down and you can

6:23reverse engineer it just like everyone

6:25does with okay hey I need this number of

6:27MQLs to get this number of SQLs once you

6:30start tracking these things it's also

6:31just a case of mathematics at that point

6:33if you have enough data behind you to

6:35work out what is the average amount of

6:36impressions that you need to get to

6:38drive a potential sign up and you'll

6:41know the type of content as well that

6:42you need to do so um how does this all

6:47start well obviously it starts on

6:48LinkedIn right and and you posting on

6:50there but I And that's fairly obvious,

6:52so I don't need to touch on that. It

6:54starts with inside of Triggery. And what

6:57we're going to do here is we're

6:58basically going to set up monitoring

7:00your brand and your company. So you can

7:02see here I've created this thing called

7:04a group. Um, which is just a fancy word

7:07for a folder. Um, and inside of the

7:09folder, I'm basically tracking a few

7:11different profiles, uh, obviously

7:12myself, uh, included, but I'm actually

7:14tracking the entire company. So, um,

7:19we're tracking peers, we're tracking

7:21Hugo, we're tracking my CTO, we're

7:23track, uh, we're not tracking all the

7:24engineers because they don't all post,

7:26but we're tracking the people that post.

7:27Uh, basically, my performance and reach

7:29is not very good. You suck. Yeah, you're

7:31terrible. And I get very disappointed by

7:34you.

7:36Um, and although you did post the other

7:39day, so I was happy that you started

7:41posting, which is good. Um, so yeah. So,

7:45so, so what we what we do here is um

7:48we're starting to monitor your brand,

7:50right? Very very simple. I won't go into

7:51this too much, but simply just chuck the

7:53URL in and this URL will be the URL of

7:56your company. It will be the URL of um

7:58you know, your own personal profile.

8:00It'll be the URL of your your teammates

8:03profiles and it's going to start to sync

8:05and pull in all of these posts that you

8:07will uh have um and it will pull them

8:09through all of the engagement that

8:12you're getting, right? And the

8:13engagement is these are the likes and

8:16comments of um these particular posts

8:20that you're getting. Okay. Um so that's

8:24all basically coming into here. So

8:25that's like step number one. Why is this

8:28good? Well, aside from all the fun stuff

8:31which is like reaching out to these

8:32people for sales campaigns, blah blah

8:33blah blah. Um this is really handy

8:36because um we're getting that

8:38attribution. We're understanding okay

8:40well hey Joe blogs liked this particular

8:43post here um you know Joe blogs liked

8:46this particular post here and so we're

8:48really then understanding okay who is

8:50liking what particular post. So now the

8:52question is is can I take this data

8:57um and sync it to my CRM. Now my CRM is

9:04ATIO um I don't know you know what CRM

9:08are in use inside the call today but um

9:11this this logic can work with HubSpot it

9:15can work with Salesforce. I mean it can

9:17work with any CRM. you would just have

9:18to preconfigure it to said CRM to make

9:22sure that it um works in the way that

9:24you want it to work. So, what I've done

9:26is I've gone ahead and I've actually

9:28used I've used NA10 for this out of

9:31curiosity.

9:33Anyone use NA10 inside of the call

9:35today? If you haven't, don't worry. We

9:36will also share these templates um so

9:39you can use them. Um

9:42yeah, user cool. All right, cool. Um,

9:46the cool thing is, uh, this is a side

9:48note is we are about to launch our own

9:50workflows, which is is more of an easy

9:53done for you version, uh, for NA10. So,

9:56everything that I'm about to show you in

9:58the next like 3 weeks or so, you're

10:00going to be able to do this via um, uh,

10:04trigger fire, which is really, really

10:06exciting. And more to come on that

10:08another time on another call. But for

10:10now, we're going to go back to the

10:12age-old trusted NATM, which is where I'm

10:14using to control my ATIO integration.

10:17So, all I'm doing is I'm basically going

10:19ahead and setting up an integration.

10:21Uh, and we're just using a web hook. Um,

10:24this web hook is basically firing

10:26through to this particular NA10 flow.

10:29I've actually got two different ones and

10:30I'll explain the two different concepts

10:32that I'm doing. But again, all of this

10:34can be mirrored inside of HubSpot,

10:35inside of Salesforce. It's just a

10:37question of creating your own custom

10:38objects and things like that. Um, so

10:42what we've done so far is we've gone

10:44ahead and we monitored our company and

10:46monitored different brands. Then we've

10:47come through to the web hook section,

10:49triggery. We're just connecting the

10:51accounts with the desired web hook URL

10:54um that you would get from Zapia, that

10:56you would get from make, that you would

10:58get from NA10. Um, very very simple. And

11:01again, this applies to make Zapia all

11:04those different ones. You just go add in

11:06your web hook URL into here, subscribe

11:09to the event, and then chuck it in

11:10there, and it's going to start to fire

11:11through into the uh kind of automations

11:15that you're building out. So, this is

11:17possible in making and Zapia, not just

11:19NA10, right? It is. Yeah, totally

11:21possible. And um what we can do is we'll

11:25build we're building templates for make

11:27for Zapia. Um, so if you are users of

11:30those ones rather than NA10, um, we're

11:33going to be sharing a template document

11:35that we're pulling together which has,

11:37you know, make, Zapia, NA10, Clay, all

11:40of these, um, there we go, trigger

11:44templates. That is a working document.

11:46I've only started building that today.

11:47So, keep an eye on that over the next

11:49couple of weeks as that's going to get

11:50fleshed out with all of these ones

11:52coming into it. So, okay, let's break

11:55this down. So, what is happening? Well,

11:57we're taking the data from um triggery

12:00and we're sending this through high

12:01level. We're sending this through to

12:03Atio and we're sending it through in two

12:05different forms. I've got two different

12:07workflows and I'll explain what I'm

12:08doing for you now. So, if we go across

12:11to Atio, this stuff can be done um just

12:14so that you're aware via HubSpot via

12:17Salesforce as well. And if you don't

12:21know Atio, you've got um you should

12:23because it's a it's a very cool tool. I

12:24would encourage you to to look at it.

12:26Um, you have your records just like you

12:29have records inside of HubSpot and

12:32Salesforce. You've got your company,

12:34your people records, and then I've

12:36created two custom records. Um, and

12:39they're they're actually more objects, I

12:42should say. Um, and these objects are

12:45LinkedIn engagement and LinkedIn posts.

12:50So what I've done is I basically anytime

12:53that I post I am sending the data

12:57through to this LinkedIn post object. So

12:59this is my particular post here as you

13:02can see um which is really nice. Um

13:05we're getting the post text itself the

13:07the URL and the posted at and then we're

13:09getting all of the engagement coming

13:11through. So how are we doing this? Well

13:13we're doing it through this workflow. So

13:15what happens is is we're sending in data

13:18through to Atio.

13:20We're initially checking to see if the

13:22post exists already inside of Atio

13:25because I don't want to duplicate it. If

13:27it doesn't, then I want to go ahead and

13:30add the social post um to uh Atio and

13:35then start to create the engagement.

13:38Now, if it already does exist, and the

13:40reason that I would still want to add

13:41engagement if it already does exist, um,

13:44is because just like, you know, you

13:46know, social media, you you do a

13:48LinkedIn post, you might still get

13:50engagement, you know, 3 days later, 4

13:52days later, and so I want to um

13:56attribute that engagement to the correct

13:58post rather than creating a new post

14:00itself. So, one of the really cool

14:02things about Attoio and and CRM that you

14:04can do, it's a little bit more complex

14:06with Salesforce and things like that

14:08though, is you can do a one to many

14:11relationship. So, what that basically

14:14means is inside of this field um you

14:17have this thing called LinkedIn

14:19engagements. Um and this LinkedIn

14:21engagement is a one to many uh

14:23relationship. So what that basically

14:25means is we have multiple people sitting

14:27inside of this particular column which

14:29is associated with this particular post.

14:32So if I go across to this LinkedIn

14:33engagement now I'm starting to see all

14:36of the people who are engaging with my

14:39content. So we've got, you know, since I

14:40set this up a thousand people pulling in

14:42here. I've got their comments, likes,

14:44all of that fun stuff. And I know the

14:46exact post that they have come from uh

14:49as well. So, this is really, really

14:51handy if I wanted to start to go in and

14:54have my team prospecting from this

14:55particular list, have them looking into

14:57particular things, have them checking

15:00things out, working out who's engaging,

15:02do we need to reach out to these people

15:03because they're from, you know, decent

15:05sized companies or whatever it is. And

15:07this is creating this kind of

15:08prospecting list without actually

15:10touching my two kind of main records,

15:13which are company and people records. um

15:16I do touch them in a different way which

15:18I'm going to go show you in a second.

15:19But here I'm harvesting everyone uh who

15:24is engaging with that who isn't ICP or

15:26maybe ICP. So I'm really just using it

15:29as a place to store data um right now um

15:33with with Atio. Um so this isn't really

15:37doing attribution. I would say this at

15:39the moment is more just okay I want to

15:41store and use this as a place for all of

15:44my team to actually go in and be able to

15:46do some prospecting from you know not

15:50just my engagement but like um the

15:51general company's engagement as a whole

15:54and that's coming from this particular

15:56workflow here which is data comes in

15:59from triggery we check to see if the

16:01post is an atio if it isn't we add that

16:03post which is um adding into here add

16:07the post initially

16:08And then we go and add the engagement

16:10which is associated to that particular

16:12post. If the post is already there, we

16:14then basically go and add the engagement

16:16as a followup. Sorry, a quick um quick

16:19couple questions there. I'll read them

16:21out because um they've been sent to

16:22hosted panelists, but Brandon asked, are

16:25you doing a text match to compare or are

16:27you using a different identifier?

16:30Uh with the post itself, um that is a

16:34good question. I am doing I'm doing the

16:38I'm doing the post itself, the URL of

16:42the um the URL of the post basically,

16:44Brandon. Um so the unique URL of the

16:47social post that I'm doing and uh Alli

16:51answer to your question, yes, you will

16:53get a recording of this. I'll uh look at

16:55getting it out tomorrow and sending it

16:57out on Slack and through Luma to you um

17:01as well.

17:02Yeah, I appreciate this is like it's

17:04this is like if you if you've not done

17:06this stuff, it's a little bit technical,

17:07so you need to kind of watch it back.

17:08Um, but again, we'll share we'll share

17:11this content, we'll share these

17:12workflows um with you, everything like

17:14that, so you can uh mirror it and kind

17:16of go back through this in in your own

17:18time. Um, but you'll see here like the

17:20thing is with like the Atio um API, you

17:23can really start to update and you can

17:25create custom fields based on all of

17:27this data that you would want to to do

17:29as well, which is really really cool. So

17:32that's like phase number one which is

17:34just being like okay I want to create a

17:36place for my team to prospect from and I

17:38want to use atio because you can do this

17:40one to many relationship which is really

17:41really exciting and really really cool

17:43and the team can kind of come in here

17:45and use this understand the engagement

17:46type and then reach out.

17:49The next phase is then how do we

17:51actually start to get to some

17:52granularity around um revenue

17:55attribution. Well, start to the same

17:58principle, right, with with trigger

17:59fire, which is um simple simple simple

18:01same thing that we've already gone over.

18:03So, start tracking your team. There's

18:04nothing changes with the triggery motion

18:06here. I'm just going to go the cool

18:08thing that I think anyway about us is um

18:11you can have multiple

18:14um web hook web hooks per individual.

18:17So, you can send this data wherever you

18:18want to multiple different tables.

18:19Whether you like, okay, I'm going to

18:20send this one to a clay table. I'm also

18:22going to send it to an NA10. So you can

18:24do like multiple things with different

18:26um like individuals.

18:28Um and what we're doing here if I come

18:31over to our people section

18:34just scroll over is I'm also updating

18:38um the actual users. So people who are

18:42coming on board and using triggery or

18:44have used triggery in the past. So this

18:46is more my actual live CRM. Whereas what

18:49we were looking at previously was my

18:51I've kind of created these custom two

18:53objects which actually don't have any

18:55associations with my deals with people

18:58with companies that what I would

19:00classify as like my live CRM. I more use

19:03this data as um kind of a storage place.

19:07And for those of you that are um

19:09wondering by the way atio is Atio's API

19:12is completely free and the tools

19:13completely free. So you can really just

19:15use it as a data warehouse as well.

19:16That's a little nerdy part of me which

19:18love this because I did all this without

19:19paying a thing with Atio which is pretty

19:21cool. Um,

19:24so now we're looking at it from a live

19:27CRM which is probably more of the

19:28typical use case to get the attribution.

19:30So what I want to to do is I want to

19:34understand if any of these people who

19:37are in my CRM have engaged with um my

19:41content. So you can see here what's

19:43really cool is we had had a customer

19:45engage with my uh content, commented on

19:48it. Here's the URL that they engaged

19:51with. So if I um start clicking on these

19:55people, I can actually see when they

19:59started to engage. Um I can see this

20:01timeline. So they've they've basically

20:03engaged back here. Um they engaged on 13

20:07days ago and then became a customer.

20:11When did they become a customer? Let's

20:13pull that out. Um, here we go.

20:17On April April 1st. Okay, cool. So, they

20:22didn't sign up. So, so straight away,

20:24what I can start to see is like, okay,

20:26this is the very first time that they've

20:27engaged with my content. Was my content

20:29the reason that they purchased? Yes. No.

20:32Maybe. You can start to see that through

20:33the person view because you can see the

20:35timeline of every t every time a note is

20:38updated or a record or a field is

20:40updated inside of the CRM. Um, and what

20:43it's also really interesting is I can

20:45start to understand okay you know if

20:47they didn't come on because of my

20:49content what is the churn stats of

20:52people engaging with my content as well.

20:55Am I renewing customers more because

20:57they're engaging with and when I say my

20:59content I'm more thinking myself but

21:02also just everyone by the way uh the

21:04brand as a whole um what impact does

21:07that have as well because everyone

21:09thinks about this from new beers new

21:12customers but there's also some really

21:13interesting stuff to being like what is

21:14the um churn analysis on this and we can

21:18go start creating some reports around

21:20this data as well to understand this or

21:23better yet you can use It's an MCP, hook

21:26this up to an agent and have it crunch

21:27all the data to give you this stats

21:29without you even to need to look at a

21:30dashboard, which is fairly redundant

21:32these days anyway.

21:34So, how are we doing this? Um, same

21:36principle. Um, data comes in whereas

21:39what we're doing here is we're actually

21:42wanting to make sure that we're only

21:44adding um, you know, ICP from my

21:47perspective. So initially as the data

21:50comes in through um triggery um we're

21:53understanding okay like are these people

21:55from one of these following um sorry

21:58does their job title contain one of

21:59these following keywords marketing

22:00growth demand founder and are they in

22:04some of these locations or not um as

22:07well and so you can start to exclude

22:08certain locations or include certain

22:10locations depending on you know where

22:13you can focus on so like our data is not

22:16not that particularly good for Asia. So

22:18I I don't actually register any um Asian

22:21based engagement um because we don't

22:23service the um

22:27those those like areas as well for

22:29example. Um and then job titles are very

22:32specific to us who who will go on and be

22:35like a decent customer and have

22:36longevity. So I only want those ones in

22:39my CRM. I don't want to clutter with

22:41every single engagement.

22:43Um, and so then what we're doing is

22:45we're using here I'm using Prospero.

22:48The nice thing when it comes in, let me

22:49just pull up uh let me pull up one here

22:52so I can show you some example data

22:54coming in. Okay, that's a nonICP one

22:57there. Here we go. Let's add this one

23:00in. So the data comes in. The cool thing

23:03about Triggery is we give tons of

23:07information coming in here. We're going

23:09to give you the person that they engage

23:11with, which in this case is me. We're

23:13going to give you the engagement URL.

23:16We're going to give you the text, the

23:18post text, the posted date that they

23:19engaged with. Then we're going to give

23:22you the job title of the person, the

23:24first name, the last name of the person

23:26who's engaged, their LinkedIn URL, their

23:29location as well, the engagement type um

23:33that it was, their domain, the industry,

23:35like it's so their company name, company

23:38size, so much data here. And I did a

23:40webinar yesterday showing a clay table.

23:42Like because we give so much

23:44information, you really don't need to

23:45use any credits as well inside of clay

23:47tables. And what that means inside of

23:49these NA10 flows is you can start to do

23:51some really cool stuff as well because

23:52we kind of give everything spoonfed. So

23:55what's the main thing with CRM that you

23:57have to do that creates um make sure

24:00that you don't duplicate anything. Um

24:03and that is basically typically the um

24:06main like dduplication or the identifier

24:08of an individual is either their

24:10LinkedIn URL or um their email. Um, you

24:15can do what we call like a composite

24:17key, which is where you you you say,

24:18okay, like, hey, they have to have two

24:20of the same fields. In this instance,

24:23I'm using Prospero to get their email

24:25address. Um, but you can use any email

24:28tool. Um, and once I have their email

24:32address, it's then a case of

24:34understanding

24:36um, do I need to route it to a few

24:39different places? So, these uh, leads

24:41are doing a few different things

24:42basically from um, here. So the first

24:44thing that we're looking at is we're

24:45understanding if this this is basically

24:47this if is understanding it like hey did

24:50we find the email address of this person

24:53or not. If we did that means what we can

24:56go and do is we can go and then

24:58basically add this individual or find

25:01this individual sorry by their email.

25:04The reason that we're going to go find

25:05them via their email is because they

25:08will already exist inside of the CRM for

25:13us. Um, the reason that they already

25:15exist is because I'm already pushing

25:17them across in another workflow. But

25:19what you can do is you can go and add

25:21them if they already don't exist uh for

25:23you. And and and also I only want to

25:27update people in in the CRM that's come

25:29on as like a customer because I'm

25:30wanting to understand like have they

25:32signed up. I don't want to just add

25:33every single individual. And so what I'm

25:36doing is I'm basically just updating my

25:38atio as and when someone has signed up

25:42um to then understand okay like is there

25:44revenue attribution there from a social

25:46perspective um or or not. I hope that

25:50makes sense. Um so once that's basically

25:54done, what it's then going to do is it's

25:56going to basically fire in a few

25:58different things. It's firing in um the

26:00engaged with URL, which is the post that

26:02the individual engaged with. It's firing

26:04in the engagement type. It's firing in

26:07who the user was. So um was it basically

26:11myself, peers, Morgan, Hugo, the key

26:15people that we're tracking. Um and then

26:18when did they engage with that's a

26:20really key one. I only ever update it

26:22once. I don't update it multiple times

26:24because I want to understand the unique

26:26data when they first did it. I can go

26:29through to these posts to see if they're

26:31engaging multiple times. That's a

26:32different data set that I want to

26:33monitor. This is more understanding when

26:35did their journey start with Triggery

26:38and was it through an engagement type or

26:41not.

26:43Now once you're doing all this, you're

26:45then storing all all of this

26:47information. You then can start to

26:49report on this uh as well. You can start

26:52report through it through your CRM. You

26:53could hook this up to an agent or you

26:56could hook it up to things like Post

26:58Hog. I don't know how many I don't know

26:59who's on the call to understand if we're

27:01founders or um you know what what level

27:03of kind of technical skill set, but I

27:06actually have this um clay uh

27:10spreadsheet as well. This is a bit of

27:12like a beastly one that we have here

27:13that comes in. Anyway, what we're doing

27:15here just to to build on this

27:17attribution is

27:20um where are we? Let's just go get it.

27:22Okay, here we go. So, we're

27:25understanding because we have There we

27:27go. Atio ID. Here we go. Um, because I

27:30store all this information in my CRM,

27:33when a new user comes in, I'm also

27:35monitoring them inside of uh Clay and

27:38I'm getting their um getting I'm pulling

27:42up their information, right, inside of

27:44Atio. So, this is this is the person

27:46that we're we're pulling up here. I'm

27:48then also pulling through the engaged

27:51with date and the engagement type

27:53fields, which is these parts. The reason

27:55I'm doing that inside of my clay

27:57workflow is that I'm then going ahead

27:59and I'm updating my Post Hog. Post hogg

28:02for those of you that don't know is

28:04basically like a um

28:07uh it it's it's a bit of an all-in-one

28:09tool for product, but one of the key

28:11parts is you have like this great level

28:13of like product insights and analytics.

28:15So, it's like a handy BI tool. Um, and

28:18so I'm updating a specific field, a

28:21custom field inside of post hog if they

28:23have engaged with me because then what I

28:26can then start to understand is, hey, is

28:29their usage different? So I'm

28:31understanding a few different things

28:33here, right? I'm understanding over here

28:35I can create a report to understand who

28:38signed up because of me, who is churning

28:41hopefully less because they're engaging

28:43with my content. So, it's like very

28:45revenue based stuff from the CRM because

28:48I also have all of my users flooding

28:50into something like Clay. You can also

28:51use NA10 for this. The more simple stuff

28:53I use uh clay for because it can just do

28:55it faster. Um I'm updating post hog um

29:02information to then understand okay does

29:05this affect the uh user journey as well

29:10uh and how they actually use us. So if

29:13they have liked my content x amount of

29:14times or the brand's content does the

29:17usage change really interestingly what

29:19I've started to notice is as you my

29:22content is varied I do like vlogs I do

29:24very like highle stuff but then I do

29:25very specific niche oriented oriented

29:29like triggery workflow stuff um and

29:34those content doesn't really do that

29:37well for

29:39um bringing customers on board, but

29:43because I've sent it through to Postto

29:46through Clay when reporting on it, it's

29:50very very interesting that actually a

29:52week after posting

29:55um the the post that I've done and the

29:58workflow those features within our

30:01platform get a uptick basically on

30:05usage. So it's really interesting to see

30:07that whilst um people are engaging with

30:10my content um from a who are customers

30:13it's actually driving um a level of

30:16usage from a feature adoption

30:19perspective as well which is really

30:21really interesting and you know before

30:24you know you'd be shooting in the dark

30:26thinking like does YouTube does LinkedIn

30:29does these sites actually have any

30:31impact YouTube's a little bit harder

30:33right you can't get it down to there but

30:34LinkedIn we

30:35you know, but because it because we can

30:38see that it has a massive impact from a

30:39LinkedIn standpoint, it's validation

30:41that we know that it has impact across

30:43other socials as well now. And so then

30:46we start to double down on the certain

30:48strategies

30:50around customer retention, around

30:53feature adoption through my channel. Uh

30:56as well,

30:59um we had a question here from um

31:01Brandon. I don't know which Brandon this

31:04is. I have a feeling I know which one.

31:06But yeah, for those for people who are

31:09who can't see it, it says Brandon says

31:11basically, are you effectively saying

31:12that you can tie your social media post

31:14to adoption or specific features and

31:15functions within the product? So, yes,

31:17basically this is what Yeah, exactly.

31:20Brandon, I I um I'd love to know I I

31:25won't ask you for your surname, but I'm

31:27thinking which Brandon who's speaking

31:29here. I think I know who it is. Um yeah,

31:32exactly. So because I'm I'm using Atio

31:36for my um is like my reporting on like

31:41does social media attribution affect new

31:45users and does it affect churn because I

31:48I have it linked up. I have like the

31:50customer life cycle. I have the journey.

31:52I do have usage stats inside of my um

31:54CRM as well but you don't get as good a

31:56reporting there. Um this is just very

31:58black and white like hey did this person

32:01sign up? Did they engage with my content

32:03prior to them signing up? Um, yes, no.

32:08And then did they uh how many times did

32:10they engage with me? Um, and what was

32:12the length? What was the LTV? Like what

32:14was the not really LTV, but more what

32:16was the length of time with their

32:18subscription and the amount of times

32:19that they engaged? And is there any

32:21correlation between that versus people

32:23who didn't engage as well? So that's

32:25what you get from the revenue through

32:27Clay. What I'm doing, you don't have to

32:29use Clay, um but I'm updating my post

32:32hog, which is my um product insights and

32:36analytics tool. I'm updating fields in

32:39there saying, "Hey, this person is

32:40engaged with my content. I'm sending

32:42through events into Clay uh in sorry

32:46into Post Hog, which then allows me to

32:48be like, okay, I can then crossorrelate.

32:51They've used this feature. they've done

32:53this particular funnel flow within the

32:55product itself

32:57pre-post or during me me like launching

33:01social media content and campaigns

33:02basically um which then means I am

33:06starting to influence

33:08what's really interesting right PI

33:10because you know Pier helps run a lot of

33:11our marketing stuff is we then tie in

33:15social media strategy around product

33:18launches around product marketing around

33:19product feature adoptions and get very

33:22specific specific and sometimes the

33:23content that I do on LinkedIn a lot of

33:25people say like it's almost too um

33:28bottom of the funnel but it's very

33:30deliberate because it actually gets um

33:33really good usage adoption from our

33:35current customers by watching it uh as

33:39well and we've been able to back that

33:40stats up through reporting on it and

33:42that's why we adopt that philosophy

33:44which is we go very bottom of the funnel

33:46approach rather than keeping it very

33:48high level top of the funnel which is

33:49better for like getting you know likes

33:52comments. But again, we don't really

33:53care about that. All we care about is

33:55are they converting or is it retaining

33:57people basically?

34:00Yeah.

34:02Yeah. Um so, so those are the those are

34:06the kind of two two flows. And I think

34:07what's really really exciting here, like

34:10um we don't really need to do this

34:12inside of Triggery because the sales

34:14team is me. Um, but a lot of customers

34:16that I've been working with building

34:18this out for, um, so a lot of trigger

34:21customers that that I help set up the

34:22NA10 flows and kind of bu this into

34:25their CRM is they have a sales team,

34:28maybe five people, 10 people, however

34:30big. If you think back to the days that

34:33you were selling, um, you know, it's

34:35like, why would I start posting on

34:38social media when I know that if they

34:41inbound that lead's going to get rooted

34:43to someone else anyway? So, what's like,

34:45what is the point? Um, you know, and

34:47that used to go through my head the

34:48whole time is like, what's the what's

34:50the point in posting because like it's

34:52not going to come to me unless I've

34:54prospected them already in uh the CRM.

34:58But nine times out of 10, you haven't.

35:01Um, the cool thing about this now is you

35:03can use it as an incentiviz

35:05incentivization to get your team to post

35:07because you're like, "Hey, like any

35:08leads that you convert,

35:11whether you've created them or not

35:12inside of the CRM or even if they're in

35:15someone else's name, depending on like

35:16your your ops rules, um, it can get

35:18rooted to you. Um, and you want it to be

35:21rooted to that rep because there's

35:24already trust that has been built there.

35:26And so if that person then is inbounding

35:28to that company and they then see that

35:30person that they're familiar with, the

35:32chances of that deal closing is also

35:34substantially higher. And so there's

35:36there's so much benefit to this and

35:38understanding this at like a more of a

35:40granular level than just being like,

35:42hey, this lead came from LinkedIn or

35:44from YouTube. It's unbelievable. And so

35:47you can actually really start to do

35:49customized lead routing based on who

35:51they engage with. And so you noticed

35:53just going back to my uh screen here

35:55quickly, you notice that I'm I'm

35:57actually I'm I'm attributing which user

36:00it came from. Um it's a little bit low

36:03from you Pizzy. Uh we uh we we can then

36:07route it to the to the to the team

36:09member. Um and we do that deliberately.

36:13Um, you know, even though I'm like

36:15technically the salesperson, I want the

36:16the the person who brought in the lead,

36:19I want them to be the first point of

36:21contact with that individual because it

36:24has a way higher success rate and close

36:27rate than having someone completely

36:29totally different um as well because

36:32trust is already being built

36:34artificially through uh social media as

36:37well. I'm just incentivizing them to

36:40post more, which means more eyes on your

36:42business

36:44means, you know, more impressions, more

36:46reach across your entire brand,

36:47basically. So,

36:49yeah, we've got we've got a question

36:51here. It's I'm going to click answer

36:53live and see what this does. I don't

36:55know you would like to answer this

36:57question, Matt. I don't know what that

36:58did, but from Maria said, "For email

37:00enrichment you just talked about, it was

37:02sent 10 minutes ago. Are the are these

37:04personal and/all business emails?"

37:07business emails. It's business emails

37:09because the only reason I'm really using

37:11the email um is to make sure that I'm

37:14not duplicating

37:16um anyone. So, two things. I'm not

37:18duplicating anyone and I'm finding that

37:20person inside of the CRM. So, if they

37:22already exist inside of the CRM, I'm

37:24only really adding because our product

37:26only requires you to use um a business

37:29email. So, I just keep it all one Yeah.

37:32email currency so to speak, which is

37:34business email. So, I use I own news

37:36business, but you you could use

37:37personal, but again, there's there's no

37:40right or wrong answers with all of these

37:41things. It's um

37:44it's more specific to what data sets do

37:47you play with already. And again, like

37:50you would have seen with this, there's a

37:51lot of moving parts. I've got a lot of

37:53different systems set up. You've really

37:55got to when you're thinking about this,

37:56you really got to think overall, what

37:58does my data strategy look like? What

38:00does the data pipeline look like? Um and

38:03how is it all joining? um how is it all

38:06joining together which then allows you

38:07to build these systems which are really

38:10actually fairly easy to build. The

38:12challenge is is getting everything into

38:14that like nicely aligned where you have

38:15everything linking up things pulling

38:17from you know your your clerk your

38:20authentication system through to um you

38:23know your CRM so on and so on and if you

38:26can't be bothered to learn NA10 then you

38:30know keep keep an eye out on triggery

38:32and we we'll do another one of how to do

38:34it within triggery at some point. Yeah.

38:37So, like I said, so we're launching

38:39template or we're launching workflows

38:41soon. So, social workflows, which is

38:43really really exciting. Specific social

38:45agents, the ability to to contextualize

38:47social data, do very very complex stuff,

38:50but very very simply, uh, which is

38:51really exciting. Um, one of them will be

38:54this is already pre-done for you. So, if

38:55you're like, I want to do revenue

38:56attribution, you just click it and it

38:58will set it up for you in Salesforce, in

39:00HubSpot, in Atio, in Pipe Drive, um, as

39:03well. And it will do everything that

39:04I've shown you manually here today. it

39:06will do it for you. That's coming in the

39:08next two to three weeks. So, if you want

39:10access to that, just let us know. It's

39:11going to go out on beta to start with.

39:13Um, otherwise, I'm going to share all of

39:15these templates uh with you. Um, we're

39:19also going to create some Zapier and

39:20some make ones. Um, but if you want any

39:23help with this, just give us a shout. We

39:24set this up for a lot of people uh as

39:26well.

39:28Cool. Any questions? Are we uh we are we

39:31are we we dry it up there, Pier? I think

39:33uh I think that's it. Yeah, Brandon's

39:36just agreeing that there's it's a good

39:39way to convince your team. No, it is.

39:42Yeah. Yeah, for sure. Uh like it's

39:46really hard to get sales people to post.

39:48Um I know like I've tried to do it loads

39:50of times in the past. Uh

39:53yeah. Yeah. Um but by incentivizing this

39:57like it really like uh it by like saying

40:00like hey dangling the carrot like you

40:01will get the leads that come in. it like

40:04really enables it. The other really cool

40:06thing is if you're from a marketing

40:08standpoint, you can start to understand

40:11what posts are actually performing the

40:13best in a conversion rate and you can

40:16take that post. You could create maybe

40:18like a custom um agent that has ingested

40:23all of the your most top performing

40:25content. They could also listen to sales

40:27calls. So you could feed any of your

40:29sales calls that you have, feed that

40:31through into this agent and be like,

40:32"Hey, based on frequently asked

40:33questions, create some LinkedIn content

40:35based on these things that always

40:36convert,

40:38this style, this tonality,

40:40um, you know, this content theme. Um,

40:43and you can start ghostwriting for your

40:45sales team as well. So you can even

40:46start spoon feeding the posts. Um, and

40:49there's incentivization for them to to

40:51do that as well.

40:53Leaderboard and a bonus." Yeah. Yeah.

40:55Yeah. With a leaderboard and bonus.

40:57Exactly.

40:59Yeah. Cool. Well, listen, um, thank you

41:02all so much. I really enjoyed that one.

41:04Um, we're doing these every week, just

41:07me kind of sitting down, kind of nerding

41:08out over some cool social workflows,

41:11whether it's using trigger fire alone,

41:13whether it's Clay, whether it's NA10.

41:15Um, really breaking down into how to get

41:17the most out of your social data in

41:20various different ways. So, we've got a

41:21lot of exciting stuff coming up. So, uh,

41:23yeah, hopefully you can join us next

41:24week as well. Cool.

41:28Awesome. Yeah, I'll connect with you, J.

41:29Saw your message on Slack. I will um

41:32give you give you a ping. Awesome.

41:35Goodbye, everyone. Bye, everyone. Bye.

41:37Bye.