HubSpot Weekly Sales Training - 22 May 2025
Hubspot Weekly Sales Training - May 22
VIEW RECORDING - 52 mins (No highlights)
@0:03 - Jonathan Riis Gilmartin (sunrise.dk)
Hello, are you not having your summer party at sea today? Yeah, we're in the car. Nice. Okay. But we are very ambitious, I want to be in everywhere and training.
I love it. I love it. Where are you going today, then? We're going to a place called Ramda. Ramda, yes.
It's a little bit further out in the city of Sarkov. Nice. Okay. It's just us, so I thought it was going to be another of people.
Yeah, I think we're just waiting for people to join. Okay. Yeah. Tove is also an Anna and Sarah from...
Alright, so we'll just check with them. I'll put my camera off so you won't have to see. Yeah, that's fine.
We have Jøran at Will on his own computer today. No mic, but that's fair. Oh, there he was.
@1:28 - Jøran Falck Lillemark (Assessio Norge AS)
Did you miss me, Jonathan? Yes, I did. It's always when I don't hear from Jøran within one week, I'm just afraid that he's not okay.
@1:42 - Jonathan Riis Gilmartin (sunrise.dk)
And if there's something wrong with him, and I need to ask if he's okay, and then send him an email saying, I haven't heard from you, are you sick, or what is happening?
@1:51 - Jøran Falck Lillemark (Assessio Norge AS)
It's all good there. It's the same for with Carlos.
@1:56 - Jonathan Riis Gilmartin (sunrise.dk)
If I haven't heard from Carlos in a week, then I get a little afraid that... Maybe he's not okay, or something is wrong, and I just want to reach out and see.
They keep building up, so it's fine. Yeah, exactly. Your sequence says you're there, but you aren't. Yeah, exactly. That's good.
Strong presence from the SA team today. I actually, I was expecting everyone to be at the summer party thing, but yeah.
It's good. Nala. Nala.
@2:38 - Tove Sundquist Borlowen (Assessio)
. Sorry. Oh, it's fine. Not sure if it was with you.
@2:45 - Jonathan Riis Gilmartin (sunrise.dk)
Nala is her dog.
@2:48 - Anna Smids (Assessio)
Ah, okay. That makes sense. It's incredibly noisy, so sorry about that.
@2:51 - Tove Sundquist Borlowen (Assessio)
gonna, I didn't realize that my mic was on either, so lucky we haven't started yet.
@2:57 - Anna Smids (Assessio)
It's fine. It's fine.
@3:00 - Jonathan Riis Gilmartin (sunrise.dk)
It's It's Thank Cool. think we can start slowly and then more people will join momentarily. Typically we have most people around five minutes into the meeting, but I would just start slowly and then we can take it from there.
Okay, so and I'm also recording today's training. I hope that's okay for everyone. I've learned that it's good to ask because it is a recording.
So I just want to make sure it's okay for everyone. Otherwise, please let me know. But I'm recording it and putting it on the training page so we have it for later use if something is needed.
And the idea for today was actually to go through, we've touched upon it before, but I want to make sure we just do a little reminder on it, to work with sequences in HubSpot.
And I will also just touch a little bit upon the prospects. Agent just so you can see how it works and then you feel you can feel free to try it out yourself and then i will i've been asked to show some advanced use cases in VLOGs so i will do that today i hope that i can keep everyone for that part otherwise it will be recorded so we can we can take it from there so they they they are the main three things to cover and then of course you might have questions and that is of course also what i'm here to to to to answer and as always if you have anything you want me to cover you can just put it in the chat so i will also just have a look at the chat ongoingly so that we make sure that that that your questions are also answered cool cool i will jump into it and in in this session today actually you can also try some of the things i'm doing
Yourself while I'm doing it, and sometimes it's actually a little bit easier if you try it yourself because that's really where you get your hands in the machine, so to say.
I will just zoom a little bit. Okay, so the first thing that I want to cover today is the sequence part.
I know some of you have already done sequences, so for some of you, this might be redundant per se, but what you can do with sequences is basically, and it sits over here, is basically to automate your follow-up or your outreach in general, but you can also help.
Last week's training, we focused on tasks, so you can also help yourself to always have a task on a customer out in the future.
So if you send someone an offer, or a first email, or call outbound, or whatever that might be, you have the offer.
You shouldn't to send an automatic follow-up. So sequences sits on the sales and then you go a little bit down and you have sequences here.
Just go ahead and click that. I'll also just pop this link in the chat for everyone. So you have it.
Hope I can. Yeah. So you have it. Now I can see a lot of you have already created great sequences.
I'm very happy to see that. I just want to make sure that I also show you some of the cool stuff that you can do with sequences and with the tool.
So I'm just going to create a whole new sequence so you see it from scratch, also how I would build it.
And then we can take it from there. First of all, always good to have a folder. So create yourself a little folder.
We can call All right. We'll If I could spell my own name. Sorry for that. So create yourself a 50 folder so that you actually have the chance to save your sequence in the folder.
And then you can create sequence. And then you have two options now because HubSpot has a new way of creating sequences.
I'm a little bit old school. So I actually like to use the from scratch, but feel free to try the dynamic one as well.
Yeah, I just, I'm used to the one from scratch. So I'll use that one because it's a little bit simpler.
So I'll say create sequence. And then we have the option to add a few steps here. And of course, the first one is typically an automated email.
So I'll go ahead and add that one. And I'll just create a template here. Because I need to create a
If don't have any templates, I need to create my templates and then I can put them into the sequence.
So this is what I'm doing here, basically. I'll just call them Jonathan's Test Template 01. No, I'll do something.
Actually, as I understand, all countries have already or are about to release a new white paper. I hope that's correct.
That's what I'm seeing at least. So maybe a good idea here would be to do a sequence with the white paper so you can actually send it out and people can then download the white paper, for example.
So I'll use that as an example. let can getesser just make I know it's not called this, it's called something else, but I'll just give this a title.
So you need to, of course, you need a subject and then you can do an introduction. And here you can insert a personalization token.
So you have the chance to insert, for example, first name like this. You can insert that, but you also have the chance to, and that might make sense in this scenario, to use a job title, for example.
So you could say. Then I could insert a job title here. And if we really want to. I need to figure out what the title, what the exact title is, but then I would insert it here.
I think I'm not going to write out a full sequence per se, but I think everyone gets the idea.
It's basically that you can have these fields, the personalization fields, but you also have the option to insert a few things, links, for example, but also documents.
And when I say links, I also mean your meeting link, which is something that we see for other customers is actually quite effective when doing these sequences.
It's that instead of people having to answer back to find out a time that works. So whatever that might be, having the meeting link as an option can really help the customer.
They can figure out themselves when they want to have the meeting and you can do that by saying insert.
And then you have meeting link, but you also have documents. So, for example, if you wanted the white paper could be here as a downloadable.
I don't think it is now. No, it's not, but we can, of course, have it uploaded. I'll just take this one.
I think the white paper actually was there.
@11:42 - Jøran Falck Lillemark (Assessio Norge AS)
was just called PTS white paper. Ah, okay. Let's take that one then.
@11:49 - Jonathan Riis Gilmartin (sunrise.dk)
Thank you for saying, Johan. Yeah, let's try this one. And then I can say here. So now I have this is the link now that they can download for example and and then we but we also have the option to insert insert the insert a meeting link so for example if you want to put in your meeting link you also have that option.
@12:44 - Yasmin Handreck (Assessio)
Yes then you can insert your meeting link but if you're doing the sequence for someone or a sequence that someone else will be using I would suggest taking the send us meeting link because then all of your colleagues can use the same sequence but if it
Just insert the meeting link based on the colleague actually doing the send out. So I get that can be a little thing to help you or your colleague.
If you're just doing it the sequence for yourself, then you can perfectly fine to just choose your own meeting link if you have multiple.
Yes. And then if you're happy about the first email, you can just say save. And then we have the first email here in our sequence.
And then we can start to plan the other actions. I think the first sequence is always the hardest one to do.
But if you think of every time you send a customer an email, this could be first email you send to them called outbound.
after. the first, after the email, and after the email. Thank Have the automated follow-up, I think it's very much the automated follow-up that really can help us, and that's what we do when we create a Qlik Plus down here, but here we can add another email, just add email here, now we can, of course we could do another email now, but I think it's better that you also try for yourself, I would just use this as a follow-up email saying hey did you, did you like the white paper, or did you have a chance to look at the white paper, or whatever the follow-up might be, but just having a follow-up, I think you will experience that you will get a lot more answers from the customer without having to remember yourself, oh I need to follow up with this customer, because you just put that follow-up on autopilot, and typically, I'll just insert this one, you can then say it's within one to X business days, forward getbourg, we'll we'll
Typically I wouldn't suggest having a follow-up too many days out in the future, so having three to four business days between the first and the second email is what I would typically recommend.
So I'll say three, and now this is the same email as before, I wouldn't recommend that, wouldn't need maybe a good idea to change it.
You can just edit email here. You edit email here. All right, Eva. Then I'll just keep the link and then you might want to add.
So now, something you can do here, which... ...which... Like is you also have the option to say instead of having a token you can also insert a placeholder so for example this placeholder I was trying to say like this giving me the option for some reason I think I just do like this and the whole idea with a placeholder is you can't send the email without filling out the placeholder so it's also just a reminder for yourself to say before I send this out I have this little text I want to personalize so that you just give it a little personal touch before it's actually sent out just going to okay like this so this is how placeholder looks does that make sense?
Has anyone To use the placeholders, or has it mainly been personalization tokens or fields? I've never used it so far.
I've only used the personalization yet. Yeah, the personalization is also the strongest one, I would say, but a lot of people actually don't know that you have this placeholder option, which I like quite a lot, especially when doing for outbound, because then you are not allowed, it won't allow you to send the email before you fill out the placeholder.
So it's a good way of remembering, oh, I need to personalize this section of the email before sending it out.
So it can be a good way of remembering to tailor the email just a little bit before sending. Yeah.
And then I'll update. So now I have two emails, and I will... I always recommend after email two, you could consider having an email three.
Typically the sequences we see work the best for our customers. They have two to three emails and one task.
So you can think of if that makes sense for you to have three emails, but I would always recommend having a task at the end.
So because when you do like this, you say you can just, it could be a call task or a general task.
It doesn't really matter. That's up to you. If you want to call them as a follow-up, it be good to just put it as a call task.
And then you can say, for example, and then you say add, and that can then happen after, again, three business days, for example.
So what happens here and why the task tool is powerful for this is if the customer does not reply to the email.
email. Or does other specific actions that you've told the sequence, then you will receive a task to call the customer and follow up.
If the customer did reply, you don't get the task, because then the customer has replied, and the person has unenrolled from the sequence.
Just quick things on settings, as they can be pretty important. I would suggest keeping this on, execute steps on business day only, which is my recommendation.
A lot of people don't like getting this over the weekend, in my experience, and that has happened. E-mail reminders for tasks.
I would take this off, because then you get a daily notification with all the tasks you have today, which I think actually is pretty nice.
And HubSpot will then give you. If you have three tasks, it'll just send you an email at eight in the morning saying, hey, you have these three tasks for today, which I actually like a lot.
For the campaigns, you don't need to think of this unless you're doing something for a marketing campaign. And then automate, also a pretty important thing, actually, because, for example, as the default, you can see when a contact replies to an email, I'll just zoom a little bit so maybe you can see better.
So this is when you are supposed to be unenrolled from the sequence, right? And this happens when a contact replies to any email, you are enrolled.
When a contact books a meeting, they are also unenrolled. And then you can say when a contact replies to any email or books a meeting, you enroll all contacts if they are from the same company.
If you're doing cold out, I would put this on because you might have some where you're reaching out to the same company from different angles.
And it might seem unprofessional if you have already booked a meeting with someone from the company, and we're still sending to someone else from the company.
It's just so you're aware. This needs the checkbox, just so you remember it. But you also have the option, and this is the last thing for sequences, you also have the option to create a custom automation saying they should also enroll if they downloaded the white paper, for example.
Or they did something on your website or something specific, you can also unenroll them from there. So if you want to use this sequence for sending out to your personal customers with the white paper, it might be a good use case, honestly.
So you can send out the white paper to your customers with a personal message, and you want them to download it.
And until they've downloaded it, you will still send them like follow up emails. What you could do is you could say create automation, and then you can say form.
Well... submission, and then a specific form, and I think we have different white papers at this point, we have a lot actually, so I might just need to figure out the specific one, just pick this one for now, and then you want to unenroll contact from sequence, and save.
save as draft, um, but then you can see here, but now it sits here as a, uh, as an automation, so you have the option to, to do this, uh, yeah, you can say custom.
I don't know if I'm the only one, but I, I'm not allowed to use this, I don't have the authorization in my hospital, it says.
To this part? Yes, custom automatizations. Okay, uh, I can just check. check. check. Your permission afterwards and change it.
So you have this option because of you should have that option, of course. Okay. Thanks, of course. And I'll just save my sequence.
And so the thing is also, I can just save this. If someone of your, some of your colleagues has a sequence that you think is pretty nice, you have the option to clone it.
So if you, for example, like what I just did, not necessarily the content, but you like the structure and you would like to take that structure, you can simply say actions and then clone.
And then you can just clone it for yourself and just put it in a new folder, if you have any folder and you can also.
But one thing, if you want to be sweet to your colleague, please remember to keep this. On two templates and make me the owner, because otherwise, if you don't clone the templates, then you will change the templates that someone else has in their sequence.
And that's pretty annoying. So please just take, this is the default, so just don't change this. And then you can just say save.
And now you have this that you can play around with as much as you'd like. Cool. The last thing I just want to show is how you actually send out sequences.
I know for some of you, again, you know how to do this, but I just want to make sure that we've shown as many as possible.
So if you have a sequence that you are very fond of and want to send that out, now I will do this in my own portal because I actually have a sequence I would like to send out and I can test it at least so you can see it.
Actual. Because otherwise I will do a mock of something and I won't send anything. So I will just switch.
I'll real quick, I'll go into sunrise, and I will go contacts, so typically you would want a list or something similar, but for now what I'll do is I will just look at everyone I'm a contact owner of, and then just to show you, so I have some contacts, and then I can mark these contacts, and then I can go through the contacts.
Again, you would typically have a list for this, but now I'm just doing it a little freestyle. So here I can say, okay, we are just inviting for an event, the 4th of June, and I would like to invite some of these people here.
Some of them I don't want to invite, so what I'll do is, I'll just remove some, it's not like Jessica has not invited.
But it's in Danish, so I'm thinking it doesn't make too much sense for, same for Jan, again, he is invited, but again, I'm not sure it would give him that much.
So I'm just sending here. Again, Martin, if you want to join, you're welcome. So, let's see. Again, so I'm just picking something that I think makes sense to invite and I'm taking stuff away.
I'll be done in a minute, as you see the list down here. Almost covered. Okay, so now I have some left, 11 records.
Left that I want to send the sequence to and again you can do it like this or you can create a list where you do this it's up to you and you can see because I've marked them I now have the chance to enroll in sequence.
So now I just need to find the right sequence it's this one and I select it then you can see here that I have some that I'm missing information this is then because I don't have the first name so I should you can then go through the different records and then do like this and then it has the first name so oh it need to send to that one and the rest can remove so I'm only sending to something where I am actually I actually have a name and something that's useful in this scenario
Now I have all contacts, that's seven. I can go through the email. This is in Danish, so sorry for that.
And then there's a follow-up email after three days. And then there's another follow-up email after three days, again, that they will receive if they didn't submit for the event.
Adam, Albin, sorry, you have a question? Yeah. Can you hear me? Yeah. Yeah, great. It wasn't a question directly to what you are doing now, but more when you look at the statistics of each sequence, the possibility to other team members to see your statistics.
Yes. we work as a team and it could be good. It's a good source of information and feedback if you can look at it.
What do my colleagues work on and what Or the reply rate on those sequences, and can I draw some good tips from that one?
And when I look at some of the sequences, in the overview, you can see some statistics, but when you click on it, it's often just zero, and it doesn't provide you with anything.
Is it some quick fix so we can learn from each other when working with sequences and open up those?
Actually, let me just show you how that is. The only thing I was missing in my end was basically just to click send, and then I would have sent out the sequences to these seven that I chose.
So I had no point of showing that to the end. So let me just show you how that works.
Because yes, that is true. Let's see if we can find some examples. There's actually some good ones. So this is what you see when you open up, right Albin, this is what you mean?
Yeah, you can see there's a little thing here called Enroll By, and this will be automated in you said me.
So if you remove this, you should now see some numbers. Okay. That would reflect the numbers that you saw out in the overview.
So this is the total numbers, but what you can do if you have a sequence that is shared, for example, what you could do is you could say, okay, but show me like, now I know Jennifer has, I think Jennifer has been the one using this, right?
So if I say, okay, okay, Show me Jennifer only. Now this is the only, I think she enrolled everyone in this sequence, but then you can actually differ it to see, okay, Jennifer has sent out 58 and I sent out 50 in this sequence.
What is the ratio or the difference, right? Was this an answer to your question also, Albin? Yeah, so if I just pick someone else's sequence and I go up to enroll by and I change that, I will see the statistics of that sequence.
Yes. Okay, and so yeah, okay, so it's not something that user of the sequence have to do. I can do, it myself.
Yes. You can do the sequence. Yeah, as long as they haven't put the sequence as private content where only themselves can see.
But if you, if you did. By mistake, which can happen. What you can do is you can just find your sequence and you can hover over and say actions and you can say manage sharing and then you can say everyone, for example, specific users and teams if you want to be specific, right?
So, yes, you can do that. So, yeah, of course, and I will also after today, I'll also send because on the head of sales and the sales dashboards, we should also have a sequence section where you can see sequences that has been sent by you or your colleagues and the total numbers for those, but I'll just send them so you can see where that lives as well.
Cool. Cool. I think for sequences, that was what I had planned. Is there any questions or any other questions for sequences?
Alvin? Or was it just your hand? Yeah, no, I have another question, but it's not regarding sequences. So I don't know if you want to go through something else before my question.
Let's take your question. Yeah, so in the beginning of this week, I got an automated lead from HubSpot that went directly to me.
And normally that goes through Jennifer. Yeah. And the question is more why this lead, that was the Dutch lead, but I stood on the company from the Swedish side.
And apparently there was no other company for the other countries created. So I guess the lead came to me due to that reason, but it was a Dutch lead.
So the question is, and this could be perhaps not a question to bring up here, but... Raised some concern why it didn't go through Yennefer and so we don't miss leads that perhaps are created for coming in that hasn't an owner of the company.
Yeah so actually this is something that we've seen as an edge case where for some reason you are assigned the owner of a company and that is then coming in from the international forms typically we see it at least because we have some where they are coming in from the international forms where they have maybe a .com email but they are Dutch but sits with the Swedish owner right now and we then assign it to the company.
owner of the company that's how the flow looking right now but this is something that we are looking into seeing if we should make an adjustment to so that for example Jennifer always receives it still even though it's assigned to the
Contact our company owner, which is what happens now, but rest assured, someone is always getting assigned, so it's never not assigned, but sometimes it skips, Jennifer, because it goes directly to an owner of, at least in HubSpot's terms, an owner of the account.
Okay, great. Just raised some concerns that leads were going unnoticed, but that's the case. We check every week, the leads coming in, and seeing if they land in the right places, because previously we still had some optimization to do, so we are still keeping track on that.
Thank you. course. Jøran, have a question? Yeah, a quick question regarding to the sequence. When you showed it now, you kind of chose multiple people to get in the...
Sequence. Is it possible for like a quick fix in the same way you choose a template to like enroll one specific person in the sequence?
Yeah, it is actually. Would you do it in your Outlook or would you do it in directly on the company contact?
Is it possible to do it like on the customer card, for example, to a person? Is that like the same way as let's say a template?
Yes, it is. You can see I have sequences here. Yeah. So you just pick the sequence you want and you send it.
Basically. Yeah. Okay. Perfect. Thanks. Yep. That's a good thing with sequences. You have them also as I mean, so typically sequences are used a lot for for outbound activities.
But I also just wanted today to to give you. Feeling that you can actually also use it for your own general follow-up in one-to-one with customers.
And it's very effective for that. It's actually where I use it the most myself because I'm also a forgetful person.
I don't always remember to do follow-ups on everything I'm doing, which is why I like to have sequences because that helps me with the follow-up on I sent the offer.
Great. But I don't want to remember to have to follow-up in four days. I just put that in a sequence with one follow-up email and one task.
So I don't have to remember to do something. And it's the same for after the first meeting, after you send an offer.
All the scenarios you can think of, you are doing on a day-to-day basis or week basis. A sequence can really help you just save five minutes here, seven minutes there.
But it all adds up, I would say. Over the day. I think, okay, Alvin, you're actually the only one left with a hand.
So you can go. Yeah, just a short question. If you enroll people in a sequence and then for some reason you want to make changes in an email, I tried to do that and the notification I got back from HubSpot is that this will be changed but only for new people that don't enroll in the sequence.
Is there any way to get around that that you can change steps that the enrolled people haven't passed through in an active sequence?
There is one way to do it. I don't know if I can show you and then you can tell me if you feel it's feasible or if it's too much work but what you can do if when you have someone enrolled in a sequence and I actually I'll just enroll Alexander now he's Suvi is our daughter company so I can do that.
Let's see what do we want to send to him? How annoying do I want to be? Test, paper, I'll do this.
Yeah, you can see this is the placeholder now saying, hey, you need to specify this placeholder. Update sequence. And actually, can also, instead of sending now, I can send later.
I don't have to send it. I can send it tomorrow and then I can unenroll him before he actually returns.
receive an email. Smart. And then I can go into Alexander. You can see Alexander is enrolled also in the prospecting agent.
That's another thing. But you can see here, is scheduled to receive email one tomorrow. Like this. So what you could do, Albin, is you could say, let's say you receive the first email and you want to change the second email.
Is this kind of the scenario? Yeah. Yeah. Okay. So what you could do is you could say okay I'll change the email let's say I just changed the email right and then I come back into the record I want to change and you can say unenroll like this successfully unenrolled and then I can re-enroll him but on step two I can skip the first step let's just do anything it doesn't okay got it can't be enrolled but I unenrolled him I to refresh okay I need to just refresh fair enough what do you mean I did this on a row god damn it let's see if I get the chance to do this now this and so you can see that you have a chance to start at automated email one or automated email two oh nice you
You can control this, but you just need to unenroll them first, and then just enroll them in step two.
That would be the solution for this, I would say. Yeah, thank you so much. Of course. Cool. So what do we feel about sequences?
Something you want to use? I know a lot of you are already using it, so I'm not saying that.
But did you discover some new use cases today or anything you want to try out yourself? Yeah, this is kind of perfect, Jonathan.
I made something similar in Make. I think it was last week. Yeah. So this is kind of perfect when everything is done in HubSpot.
Yeah, it's a lot easier this way because you have the answers, deal, the contact, the company, the deal, and the activity on the contact, right?
Right? Mm-hmm. For some cases, if you direct them to somewhere on your website, you will also be able to see if they clicked the link and they went into the website and what they then did.
So having it in here is something I would highly recommend doing. Even if it's just for one-to-one communication, I would still do one of two sequences that you're using for specific scenarios.
And in most cases, you have these scenarios and you just need the first push to create the first sequence.
And if you do need some help or anything to actually do that, you know, please, you can reach out, of course, to me.
But I know in each and most of the countries, you have a couple of people who have already tested this a lot.
And you can find out by going to the sequence overview and see the owners here of the sequences. And then see if you can find your local sequence superuser, whoever that might be.
Thank you. Otherwise, please feel free to ask. Cool. Jonathan, is it possible... I'm sorry, Leoko. Is it possible to take a closer look to the sequence you just showed, the SDR Danish sequence, because it has a quite astonishing opening and response rate?
Maybe not here in the meeting, but I don't have access to it, I checked already, so it would be nice to see the content.
yeah, the one I showed before, yeah, let me see if I can find it, yeah, so this one, yeah, I can check, I will just check to make sure that you can see each other's sequences, because that's fine, to see that, there's no, I'll just note it down here, give me a second.
So I'll send it out afterwards, when I've checked, and make sure you can see each other's sequences. Thanks. Cool.
I just have one minute left, and I really want to show you something in that one minute. It's sitting here, and it's called Prospecting Agent, and if you're using TechGPT today to do research, you don't have to do that anymore.
You can do it here. So, I won't be able to cover everything in one minute, but what I'll urge you to look a little bit into is to try to enroll a company here, or you can also just go here.
Let's see. Yes. So, now I've only enrolled one. Let's see here. Context is finished. Let's see this one. Oh, it's because I enrolled in a sequence.
I don't This, because you have the option to say, let's see what I want to, this does not seem like this is mine, so I will find something here, and just add one.
Let's see here. Just need to not have it reload a lot, so here you can see that now I've added Suvi as a company, and I can click start research.
So when I start the research process here, what it will do is, it will look at the website, look at social media, look at different things, something you can also ask ChatGPT to do today.
And when the research is done, it will give me a summary. Of the different things it found that were interesting, and then it will also be able to generate a tailored cold outreach based on the research that it did.
And it's actually creating a sequence. Typically, it's creating a sequence of two to three emails that you can then look at and change, and then you can use it and send it out to the actual customer.
And it takes a little different how quickly it actually does the research, but it is then researching and giving us that information.
So if you wanted to, I'll also just send you a link to where I am now. So if you want to, you can put in a few customers that you would like to or are currently in a dialogue with, and you can just try to put them in the research phase and see what it finds.
And then you can also have it create the sequence and see, is it relevant? Does it look okay? Do I want to change a few things, but I think as a tool, it's very exciting, but for now, you can just use it to draft like a first draft of a sequence for each lead that you would like to send to.
At some point, you can also make it fully autonomous, so it actually does it without asking, but I don't think we're ready for that yet.
I think we need to take it in steps. I'm not sure it's finish. Can we also prompt it? Like, emails should be also always built like this, a follow-up email will always be like this, or would we do it manually?
Oh, you can also make it better by giving it input. Oh, okay. The more input we give it, the better it will become at also understanding, like, how, what we are selling, and what are the pains that we are focusing on, and all those things.
So that's also why I suggest trying it out, because you can get a long way by just testing, but it can also become better as we use it.
And as we... Prompted, let's see, I'm just going to refresh, it might have finalized my research, if I'm lucky.
Aha, research complete.
@48:08 - Jonathan Riis Gilmartin (sunrise.dk)
So now you can see the research that it has done. I'm not going to read everything right, but it's a web summary, and audience engagement, so which ads are they running currently, and then some company insight also, and some links.
Yeah, and then for some reason, there's meeting notes on the customer right now, so it's of course also adding that.
And then if I wanted to, I should now go back to my prospecting agent, and then enroll, let's say, here.
Here, and I can Say next, you can put it in semi-autonomous mode which is where it creates the email but does it doesn't send it and then it will work on the email down here and then when it's done it will tell me and i can look at the email then make some changes and prompt it to do it a little different and i can send out the email again we need some more time to go in depth a bit but i'm also i've run five minutes over time so i just want to say thank you for today i hope it was useful uh and again i will share the training on the training page.
Sarah you have a question? oh you're muted sorry sorry yes um sorry just a quick question from our office here we were just wondering not related to to the topic of today but um can we see our own like type of data
@50:00 - Sarah Galler (Assessio Norge AS)
Sport where we can see how we are, like how we are doing towards our goals and so on. And where do I find it in this case?
Yes, it's for the NO team, right? Yes. Yes. Yes, you can.
@50:16 - Jonathan Riis Gilmartin (sunrise.dk)
So we have, you can see you find dashboards by going down here. you don't, as I click and you can say dashboards and then we have some different dashboards.
But typically, if you write NO, for example, if that's the case, you will have some different ones. We have a, for head of marketing, head of sales, and also what we call an MD dashboard.
But also for the sales team, we also have a dashboard. So maybe it's, I can also just send the dashboards in the training, but I don't know which team you're part of.
@50:50 - Sarah Galler (Assessio Norge AS)
We don't have like the individual one, just per person, as a colleague. So for myself, basically. What you can