Full transcript
How the AI agent lead gen system works
0:00I build AI agents that monitor what
0:01people are saying and doing on social
0:03media. They figure out exactly who's
0:05reaching out to who and contact them
0:07with messaging that's insanely relevant
0:09to what they care about, completely
0:11automated. Now, one of these agents
0:13booked three meetings for me in one
0:15single day with zero manual work my end.
0:18And in this video, I'm going to walk
0:20through exactly how I set that up, the
0:22exact tools and workflows I'm using so
0:24that you can start generating this like
0:26clockwork without building a single
0:28static list or doing any manual work
0:31your end. So, let's get to it. So, the
0:33biggest mistake that I see with people
Why static lists fail
0:35making without bound is they start with
0:37a static list. An example of a static
0:39list is a list that never updates. Once
0:42you create the list, it is set in stone.
0:46So, typically you go to use tools like
0:48Apollo or ZoomInfo, you filter via job
0:51title, experience, uh location, things
0:54like that. But, the big problem with
0:56this is it tells you nothing about
0:57whether someone actually cares about
0:59what they're doing right now. The only
1:00thing that you know is that they hold a
1:02certain title, they work for a company
1:04with a certain size, and so on and so
1:06on. You're essentially guessing that
1:08because someone is the VP of marketing
1:10at a 200-person SaaS company, they might
1:13want to hear from you, which 9 times out
1:15of 10 just isn't the case. And so does
1:17every other company selling to that
1:18exact same person, by the way. And I
1:20think that's why cold outbound is
1:22getting harder and harder because
1:23everyone has the same tools. It is
1:26easier than ever to go get, you know,
1:28the ZoomInfo or Apollo's of the world,
1:30set up email sequences, and every
1:32company is doing the exact same thing.
1:34So, in a world where everything is
1:36highly commoditized like that, it means
1:38that no one really stands out as a
1:41result. And I'm seeing inboxes fail,
1:43they burn quickly because they get
1:45reported as spam. I'm seeing reply rates
1:47plummet. I'm seeing people get rejected
1:49on cold calling because there is just no
1:51relevancy there. And so, this is why I
1:52think social signals has a huge
1:54opportunity to play. So, here's what I
1:57do instead. Now, is I let people tell me
2:00that they're interested through their
2:02own behavior. I call this digital
2:05breadcrumbs. And with digital
2:07breadcrumbs, I'm looking at the social
2:10signals. What I mean by this is, let's
2:12say Joe Blog liked XYZ post three times.
The shift to signal-based outbound
2:15They commented on XYZ post three times.
2:17And they also posted about, you know,
2:19XYZ. I can put all of these things
2:21together, these digital breadcrumbs, to
2:23create a social signal. And there are
2:26two types that matter the most. The
2:27first is what someone is saying, meaning
2:29they're actually posting content about a
2:32topic related to what we do. They might
2:34also be writing about, for us, for
2:37example, social listening, intent data,
2:38go-to-market workflows, or whatever it
2:40is. The point is they went out of their
2:41way to create something about that
2:44topic, which tells you it's top of mind
2:46for them. Second is someone engaging,
2:48right? Meaning they're liking or
2:50commenting on posts from perhaps a
2:51competitor, perhaps a thought leader, or
2:53even your own content. They didn't just
2:56scroll past it, they stopped, interacted
2:58with it, and that is a massive signal in
3:00of itself. No one forces someone to like
3:04or do something on social media. So,
3:05someone's true inhibitions, whether you
3:07love social media or hate it, is their
3:10true inhibitions. And what I mean by
3:11that is you've got to sell on what is
3:14that person interested in as opposed to
3:16what is the company trying to push
3:18because at the end of the day, even if
3:19the company is going towards a certain
3:20direction, if the ICP that you're
3:22selling into wants to go slightly
3:23different, they're going to side with
3:24those providers that are kind of angling
3:26themselves to make that person look
3:28good. As a result, we're stopping
3:29guessing anymore. They've already shown
3:32through their behavior that they're
3:33interested, and that changes everything
3:35about how the outreach actually performs
3:38and the responses that we're going to
3:39get, which I'm going to get to you later
3:40in this video. So, the tool that I use
3:42to capture all of this engagement and
3:44social activity is Triggerfy, which is
What signals I monitor on social media
3:46my company's product. I built it
3:48specifically to solve this problem.
3:49Short little bit of history, but
3:51Triggerfy used to be an all signal
3:53platform. And then I realized that
3:55social signals were absolute key for us
3:58to focus on because the results were
4:00night and day versus any other intent or
4:03any other signal. So, here we are. We're
4:05inside of the Triggerfy platform. Now,
4:07if we think about the use cases with
4:09Triggerfy, you can monitor anyone who is
4:12posting about XYZ, and that is across
4:15multiple different social media sites,
4:18right? It doesn't just start with
4:19LinkedIn, albeit that is a very, very
4:22popular and a good one. We're also
4:23looking at things across X and Reddit
4:25and YouTube and podcasts and Instagram,
4:27and I think we're just about to add
4:29Substack and TikTok as well as GitHub
4:31and Stack Overflow. So, it's like a
4:32really rich, diverse area of data. And
4:35I'm really actually seeing Twitter and X
4:36gaming steam at the moment. But, let's
4:38stick to LinkedIn. So, how am I using
4:41it? Well, I'm basically searching for
4:44anytime someone is talking about a level
4:48of intent, right? So, an example would
4:50be anyone talking about social signals
4:54or social signal linked to maybe like
4:57GTM. GTM, let's do that. So, here we go.
5:00So, we have now these people who are
5:02posting about social signals. Very good.
5:06They're actually peddling a competitor.
5:08So, what I might want to do is this
5:10person it there's two signals in this,
5:11right? One, this person could be
5:13interesting to reach out to if they're
5:14ICP. And two, the individuals who are
5:17engaging with this competitor might also
5:19be interesting. Here's another one. So,
5:21they're peddling social signals again as
5:23like a third-party signal to to use. And
5:27again, there's six people that are
5:28engaging with this, 18 people engaging
Tracking competitors, thought leaders, and brand engagement
5:30with this, plus all of these people,
5:32right? We can see all of this data here
5:33who are engaging with this content. And
5:37there we go again, a massive one here,
5:39157 likes, 65 comments. That's going to
5:42get us a lot of data inside of itself.
5:44So, all I have to do then is set up and
5:46save this search, and this is going to
5:48run then every single day finding anyone
5:50who is talking about high-intent-based
5:52topics. From there, what we can do is we
5:54can go and actually monitor and build a
5:57workflow to pull this engagement out.
5:59Okay. So, now we're having a look at the
6:01actual workflows that I'm building out
6:02of the back of this. So, let me break
6:04this down step by step. Earlier, we just
6:06created a search finding anyone talking
6:08about high-level-intent-based
6:11searches. Now, one thing actually that I
6:12didn't show, which do you want me to go
6:14straight back and show you quickly, is
6:15we can also set up searches to monitor
6:19our competitors and our thought leaders,
6:21right? So, if I search this search, I
6:22can input any company or profile URL
6:25into here and pull any of their posts
6:27that they're doing. Now, why would we do
6:29that? Well, let's go back to the
6:30workflows as well. So, the use case thus
6:32far, to reiterate, is we're tracking
6:34intent-based searches, we're monitoring
6:35our own brand, we're tracking thought
6:37leaders, and we're tracking competitors.
6:39Now, this is the workflow that I have
6:41set up off the back of that. First of
6:43all, I'm using an agent if I'm running
6:45an intent-based search. So, for example,
6:47the social signal one that we did
6:48earlier. This agent is going to review
6:51that post and ensure that it's actually
6:52talking about social signals specific to
6:55GTM. Boolean gets you so far, we need to
6:57use AI for the last little bit leg just
6:59to qualify if it is. If it is, what I
7:01then want to do is I want to go ahead
7:04and I want to then actually start to
7:05collect the engagement. So, if the post
7:08has more than 10 likes, I want to go
Collecting engagement data and enriching leads
7:11ahead and start to pull all of those
7:13likes on that social media post before I
7:16enrich them, and then I can send them
7:18through to HeyReach or Instantly or
7:20whatever tool that you're using, right?
7:22What I'm also doing over here is I'm
7:23wanting to let the engagement cook. So,
7:26if the post has got less than 10
7:28engagements, maybe I picked it up you
7:30know, straight away, right? And I want
7:31to wait and let that post get more
7:33steam, then I'm going to wait 24 hours
7:36before I go ahead and get the engagement
7:37from that post, and I'll do the same
7:39thing. I'll then enrich those
7:41individuals and send them through to a
7:43campaign. Now, that doesn't just run on
7:46intent-based searches, that's running
7:48anytime someone's engaging with my
7:49competitor, that's running anytime
7:51someone's engaging with thought leaders,
7:54that's running anytime someone engages
7:56with my brand. And this is what I mean
7:58when I say unlimited leads. The signals
8:00never stop flowing because people are
8:03always posting and always engaging. In
8:06B2B SaaS, people are posting and
8:08engaging on social media every single
8:10day. So, the volume of the signal coming
8:12in is consistent. Sure, some days it
8:14might be massively high for a big post,
8:16and some days it might be a little bit
8:18less, but it's an evergreen campaign
8:20that we're running. So, I don't need to
8:21go and build a new list every single
8:23month or every single day or buy another
8:26database. The system essentially is
8:28feeding itself, and the leads keep
8:30coming in as long as the conversions are
8:33happening. By the way, if you want to
8:34check out Triggerfy, it's totally free.
8:36It's a pay-as-you-go plan. I'll leave
8:38the link in the description below, but
8:40let's keep going. So, how do these
8:42agents qualify and enrich the leads
8:44automatically? So, now I've got the
Social warming before outreach
8:46signals, but the raw signals aren't just
8:48leads yet, right? Just because someone
8:50is posting about intent data, that
8:52doesn't mean that they're my ideal
8:53customer. They might just be
8:55name-dropping a topic without actually
8:57caring about it. I need to make sure
8:58that they're ICP, and I need to make
8:59sure that the people engaging with that
9:01content are ICP. And this is essentially
9:05where I built this entire flow, which is
9:07running this particular process. Anytime
9:09I'm enriching an individual, I can
9:11actually start to filter out these
9:13individuals based on job title, based on
9:15company size. That's when I'm using what
9:17I call static parameters to actually
9:19work out if these individuals are more
9:22criteria- or qualification-based fits,
9:25which is typically how people are
9:26building their list generally, right?
9:28And this entire flow that we have,
9:29right? It's like a 15-16 step node, is
9:32everything that I need. I don't need an
9:34A10, I don't need an additional workflow
9:37because this qualifies everything inside
9:40of itself. I could also set up a webhook
9:42to see if they ever reply back inside of
9:43HeyReach, and if they don't, I then go
9:46and build or send them through to
9:47Instantly. So, I can go over email and
9:49then into Instantly as well. So, let's
9:51break this flow down into a little bit
9:54more detail. The first step that we have
9:56is an agent step. So in this one, I'm
9:58monitoring are people talking about
9:59Trigger Fire or triggerfire.io, right?
10:01So this is where I'm monitoring my own
10:02brand and I want to pull the engagement.
10:04Now, I'm using just 5 mini. You can use
The email outreach workflow
10:07any model that you would want to inside
10:09of here, right? So you can go use any
10:10model from Anthropic, any model from an
10:11OpenAI or Gemini. And you can also add
10:14your own API key in here to run these
10:16agent steps. These agents have the
10:18ability to search the web as well. So
10:19you can get them to do research should
10:21you wish uh that's happen. Now, the
10:23output formula for this agent is a
10:25boolean, which basically then is hooked
10:27up to this if node that I have here.
10:29From there, I'm then going and pulling
10:31all of the uh engagement of that post is
10:33getting if the likes are greater than
10:3610. If they're not, I'm waiting 24
10:39hours, I'm letting it cook, and then I'm
10:40going ahead and getting all of that
10:42engagement from there as well. Now, the
10:44next step in this process is if you
10:47wanted to add more qualification because
10:48they're engaging with my brand on this
10:49one, I don't I like to reach out to
10:51anyone who is engaging with me. But
10:53let's say you were tracking a thought
10:54leader, what a lot of people are doing
10:56is they're using this enrichment node.
10:58This gets you their comprehensive
10:59LinkedIn profile, right? Company size,
11:01domain, website, their experience,
11:03everything that you would want to then
11:04run again another if node inside of here
11:07to check to see if they're ICP. Or we
11:09could use an agent node on low model to
11:11check to see if they're senior within a
11:13certain kind of department. So, senior
11:15marketing leaders for example. If they
11:17are, then we're going to send them
11:19through to a HeyReach campaign, then
Two-step campaigns and lead magnets
11:20we're going to send them through to a
11:22SmartLead campaign or Instantly or
11:24whatever email system that you're using.
11:26So, what happens from here? Well, when
11:27they go into a sequence of some sort,
11:29whether it's email or LinkedIn
11:31automation, we're not using generic
11:34crappy content. We're not saying, "Hey,
11:36I noticed that you engaged with X." That
11:38comes across as a little bit stalkery,
11:41right? We want to focus on the actual
11:44topic that they're engaging with. So, a
11:46very common thing that I'm doing within
11:47these workflows is I'm using an agent
11:49node to also classify what the post is
11:51about. Give me the actual topic. So,
11:55yes, it might be a competitor posting,
11:57but tell me what specifically they're
11:58posting about. For example, in our use
12:00case, it could be something around
12:02social signals. That's the topic of the
12:04post. And so, in this case, we want to
12:06say, "Hey, I can see that you're really
12:08interested in social signals." And then
12:10you build value off the back of that.
12:12How I typically do that is I have a lead
12:14magnet associated to the topic that
12:16they're engaging with, and I share that
12:18lead magnet. Or I ask them, "Do we want
12:20to see this kind of three-pager that I
12:22built on how you can leverage social
12:24signals?" Typically, everyone comes back
12:26saying yes because you know that they're
12:28interested, and therefore why wouldn't
12:29they want to see something which goes
12:31even further than the post that they
12:33engaged with. And then, obviously,
Inbox setup, deliverability, and the content loop
12:35you're subtly selling throughout that as
12:37well. What this means is the campaign
12:39messaging is tailored to intent data cuz
12:42that's this entire flow is built around.
12:44So, these people we're already thinking
12:46about the topic, and now they're hearing
12:48from someone who can actually help them
12:50with it, right? Like that's the whole
12:51idea. I told you guys at the start of
12:52this video, but this agent was live for
12:551 day and booked me three meetings
12:57completely on autopilot without any
12:59manual prospecting, list building, or
13:02copying pasting messages, which is
13:03incredibly high leverage. And this is
13:05just one agent I built around one
13:07particular use case, tracking
13:09high-intent social listening searches. I
13:12have 10 different social listening
13:13searches, 10 different competitors, and
13:16I'm also monitoring my own brand. So,
13:17you do the math on the amount of
13:18meetings that we're booking. Now, if you
13:20want to get started building something
13:22like this, the first step is getting the
13:24signal creator that makes the whole
13:26thing work. So, I'll leave a link to
13:27Trigger Fire at the top of the
13:28description. You can start with 250 free
Final recap
13:30credits and set up your first social
13:33listening search today. Again, it'll be
13:34at the top link in the description. So,
13:37go click it. And if you want to see how
13:38I book over 100 sales calls per month
13:40using AI, then watch this video next.