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Marketing Automation
for MeetYourLead

Leads Generation

Management

Marketing Automation

Leads Automation

MeetYourLead required an advanced marketing automation framework to enhance lead generation, data enrichment, and outreach efficiency. The goal was to automate repetitive tasks, improve lead quality, and streamline prospect engagement across multiple platforms.

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Goals & Objectives

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Implement AI-driven lead generation and profiling tools.

Optimize LinkedIn and social media outreach via automation.

Automate data mining and enrichment for accurate prospect insights.

Enhance content personalization for higher engagement.

Key Challenges & Pain Points

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Manual lead generation and profiling were time-consuming and inefficient.

Lack of automation in data mining and enrichment reduced outreach effectiveness.

Limited LinkedIn and social media automation for scaling outreach campaigns.

Inconsistent personalization in content creation and engagement strategies.

User Personas

Marketing Team

Responsible for prospect identification, data enrichment, and outreach campaigns.

Sales Team

Engaging with highly qualified leads for conversions.

Decision Makers (Prospects)

Engaging with highly qualified leads for conversions.

Functional Requirements

Profile Selection & Lead Generation

  • AI-powered identification of high-intent prospects.
     

  • Automated lead scoring for improved targeting.

Data Mining & Enrichment

  • Developed automation scripts for data extraction and formatting.

     

  • Integrated Google Sheets with Google Apps Script for calculations.

LinkedIn Data Extraction

  • Automated LinkedIn data scraping to extract key decision-makers' profiles.

AI-Powered Data Enrichment

  • AI-driven content creation to personalize outreach.

Automated Profile Creation & Outreach

  • Integration of enriched profiles into marketing platforms.

Email Marketing Setup

  • Automated email outreach using pre-defined templates.

Cold Calling Setup

  • Contact extraction and anonymized calling for privacy-compliant outreach.

Solutions Explored & Implemented

1. Profile Selection & Lead Generation

Solution

Apollo.io, Lusha, Clearbit, ZoomInfo

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Apollo (Implemented)

Pros

  • AI-driven lead scoring, high-quality contact data
     

  • Optimized targeting, seamless CRM integration

Cons

  • AI-driven lead scoring, high-quality contact data
     

  • Optimized targeting, seamless CRM integration

2. Data Mining

Solution

Instant Data Scraper, Scrapy, Web Scraper API

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Data Miner (Implemented)

Pros

  • Automated data extraction, multi-source insights
     

  • Targeted data extraction, better control over fields

Cons

  • Requires periodic maintenance for website changes
     

  • Slightly slower than API-based solutions

3. LinkedIn Data Extraction

Solution

PhantomBuster, LinkedIn Sales Navigator API

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PhantomBuster (Implemented)

Pros

  • Automated LinkedIn scraping, efficient lead gathering
     

  • Reliable LinkedIn data extraction

Cons

  • API limitations, compliance concerns

     

  • Rate limits require careful monitoring

4. AI-Powered Data Enrichment

Solution

ChatGPT, OpenAI API, Jasper AI

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OpenAI API (Implemented)

Pros

  • Highly personalized content, quick generation

     

  • Tailored messaging, automated optimization

Cons

  • Requires manual oversight for contextual accuracy

     

  • Needs iteration for performance tuning

5. Automated Profile Creation & Outreach

Pros

  • Scalable, customizable options


     

  • Seamless automation, integrated workflows

Cons

  • Development complexity varies


     

  • Initial setup complexity

Solution

Shopify, WordPress, Framer

Shopify + Google App Script API (Implemented)

6. Email Marketing Setup

Pros

  • User-friendly, automation support

     

  • Scalable, API-based, automation-enabled

Cons

  • Limited integrations


     

  • Setup complexity

Solution

Mailchimp

SendGrid (Implemented)

7. Cold Calling Setup

Pros

  • Direct engagement, low-cost


     

  • Automated, privacy-compliant, efficient

Cons

  • Time-consuming, low efficiency


     

  • Initial integration effort required

Solution

Manual Dialing

Apollo +
Awign CRM + Exotel (Implemented)

Process Setup & Implementation

Process Flow

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Implemented Automation Solutions

1. Profile Selection & Lead Generation

  • Implemented Solution:

    Apollo.ai
     

  • Steps Involved:

  • Analysis of trends to determine whom to target.

  • Automated lead segmentation and scoring.

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2. Data Mining & Enrichment

  • Implemented Solution:

    Data Miner
     

  • ​Steps Involved:

  • Finalizing required data points (emails, designations, LinkedIn URLs).

  • Automating data extraction using scraping tools.Cleaning and structuring the data for easy integration.

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3. LinkedIn Data Extraction

  • Implemented Solution:

    PhantomBuster
     

  • Steps Involved:

  • Creating a list of LinkedIn URLs for target prospects.

  • Authenticating API access and setting up automation scripts

  • Extracting profile data for further analysis.

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4. AI-Powered Data Enrichment

  • Implemented Solution:

    OpenAI API.
     

  • Steps Involved:

  • Setting up prompts to clean extracted data.

  • Generating structured profile summaries.

  • Enhancing outreach messaging with AI-generated insights.

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5. Automated Profile Creation & Outreach

  • Implemented Solution:

    Shopify, Google AppScript API.
     

  • Steps Involved:

  • Uploading processed data into Shopify.

  • Automating profile creation and categorization.

  • Ensuring seamless integration between CRM and outreach tools.

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6. Email Marketing Setup

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  • Implemented Solution:

    SendGrid
     

  • Steps Involved:

  • Creating email templates.

  • Linking SendGrid account..

  • Providing required email IDs.

  • Setting up automated email outreach

7. Cold Calling Setup

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  • Implemented Solution:

    Apollo, Awign Project CRM, Exotel APIs.
     

    ​Steps Involved:

  • Identifying profiles that accepted connection requests but did not onboard.

  • Requesting contact numbers from Apollo.

  • Adding contact details to Awign Project CRM.

  • Connecting Awign CRM with Exotel API for anonymous calling.

  • Ensuring caller privacy via call bridge numbers.

Results & Impact

Manual, time-intensive

Limited insights

Manual messages

Low

Before Automation

AI-powered, real-time

Automated, multi-source enrichment

Personalized, automated messaging

3x increase through AI-driven targeting

After Automation

Lead Identification

Data Enrichment

LinkedIn Outreach

Scalability

Learnings & Future Scope

Key Takeaways

  • AI-driven automation significantly improves marketing efficiency.
     

  • Automated outreach with personalization enhances engagement.
     

  • Compliance considerations are critical for LinkedIn data scraping.

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Scaling Opportunities

  • Further AI optimization for better lead scoring.
     

  • Integration with CRM for deeper analytics.
     

  • Expansion of multi-channel automation (Email + LinkedIn + WhatsApp).

Conclusion

Optez successfully transformed MeetYourLead’s marketing automation, enabling AI-powered lead generation, data enrichment, and targeted outreach. The new system ensures efficiency, scalability, and improved engagement, positioning MeetYourLead for sustainable growth.

Want to Optimize & Automate Your Business?
Let’s Talk!

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