How do I create my first search?

Thank you for joining! As a new user, we understand you may need some guidance. We're here to help, and this article will walk you through the basic setup steps to create your first search using our AI-powered lead generation and prospecting tool.

Overview

Our platform is a powerful tool that offers various features and options to help you achieve your business goals. Whether you want to generate leads, expand your network, or gain valuable insights, our platform has you covered. This guide will focus on the steps needed to start quickly and efficiently.

Creating Your First Search in our Tool

This how-to guide will focus on creating your first search using the leads tool. This tool allows you to search for potential leads by applying various filters, such as location, industry, etc. Follow the basic setup instructions below to get started.

💡Pro Tip

Focus your searches based on your Ideal Customer Profile [ICP]

When searching, it's important to remember that it is most effective when you know your ideal customer - this means you've taken the time to create an ideal customer profile [ICP].

To learn more about this process, check out this resource HERE

Basic Setup Instructions

All you need to get started is to follow these simple steps:

Step 1

Visit our leads tool
Enter login info and sign in.
- Login info can be found in the email sent to you after purchase.

Step 2

Choose which Search Type you would like to start with.

There are four search Types:

People Search

Find professionals based on their roles or keywords using data from their LinkedIn profiles and the information found on the website provided in their bio.

Strategy:
- Search for roles or specific keywords in LinkedIn profiles, e.g., "BDM" in Chicago.
- Results will provide details such as the individual's name, title, company, and email (if available).
- Users can also directly connect with these individuals on LinkedIn via the platform.

💡Credit Usage

The People Search has a multi-tier credit usage system to ensure maximum results.

Tier 1 - No Credit Used.
Tier 2 - Three Credits are used when added to a List.
Tier 3 - One Credit is used when the contact is selected and "Get Phone Numbers" is clicked.

Company Search

Target businesses by specific industries or vertical niches within chosen locations.

Strategy:
- Start with a Local Campaign (ensure familiarity with the "create a campaign" process).
- Input the specific industry, business type, or niche you want to target.
- Set the desired location for the search, e.g., North Carolina
- Optimize results by searching at the suburb level.

Domain Search

Focus on searching for employees from a specific company.

Strategy:
- Begin with a Domain Search campaign.
- Input the name of the desired company, e.g., Tesla or USPS.
- The system will then collect the contact details of employees from that specific company, though not every company might display email addresses.

Influencer Search

Find the influencers in a given area and industry.

Strategy:
- Start with an Influencer Saved List (ensure familiarity with the "create a list" process).
- Select which social media platform you want to find the influencers
- Set the desired location for the search, e.g., North Carolina
- Optimize results by searching at the suburb level.

💡Credit Usage

One credit when the initial search is run.
Five credits when the contact is enriched and the detailed report is generated.

Want To Send Contacts To Your CRM?

How to send contacts to your CRM

How to export data via Zapier, Pabbly, or any other webhook

Exploring More Advanced Features

Now that you have created your first search, you can explore the platform and all its features. Remember that this is just the beginning - there are many other advanced features and tools to discover as you continue to use our platform.