TradeEngage

The z3leads Solution

‍

The CSV spreadsheet (Home Services Startups)

The first thing I did was to upload the csv file of the list with startups, identify every employee that worked in customer relations related roles and filter it by location (employee address). The problem is that, this is a list with worldwide startups and, therefore, there were only 8 people that worked in customer success or customer support, and lived in Miami. For this reason I had to rely on a broader search made directly with Clay.

Clay Table Building

Search Filters

Already in the first filtering (on the search panel, before building the table), I filtered out peoploe who had less then 12 months on the current job, which reduced the total list from around 1,000 people, to 779.

First Filtering (on the search level):

• Job titles related to customer success or customer support
• In the City of Miami, FL
• With at least 12 months in the current position

Filtering by Seniority Level

My first action on the table was to create an AI prompt to classify the candidates according to their seniority level.

Seniority levels:

• Tier 1: C-level
• Tier 2: VP and Directors
• Tier 3: Managers and Supervisors
• Tier 4: Individual contributors

Next to their classification I inserted a checkbox column so we can filter exactly the seniority level that we are prospecting for this specific position. You did not provided instructions in regard to this, but I am assuming that, for this specific case study, we will be hiring a more junior level role - and therefore i filtered people on the tiers 3 and 4. If not, we can easily reverse the search and filter only people on top management level (tier 1 and 2).

Analysis of candidate experience with Startups

I conducted a complex analysis to identify if the candidate had experience in working in Startups, which was made following the procedure below

Startup experience analysis - step by step process:

• Identify the company of the candidate current role
• Analyze with AI if this company can be considered a startup
• Identify all companies that this candidate has worked previously (in his past experience)
• Analyze with AI if any of those companies can be considered a startup
• Final result: candidate has experience with startups if either his current role or any of his past experience was in a startup company

Analysis of candidate experience with Home Services Industry

Very similar to the analysis above for startup experience:

Startup experience analysis - step by step process:

• Identify the company of the candidate current role
• Analyze with AI if this company can be considered to be in the Home Services industry
• Identify all companies that this candidate has worked previously (in his past experience)
• Analyze with AI if any of those companies can be considered to be in the Home Services industry
• Final result: candidate has experience with Home Services if either his current role or any of his past experience was in a Home Services industry startup.

Note: I considered to be in Home Service industry both:

• Companies directly related to home services (Home services providers), and
• Companies that provided services to Home service providers (had Home Service industry as their ICP)

Analysis of candidate experience with AI Automation related to Customer Support/Success

I created a very detailed AI prompt to analyze is the candidate had any kind of previous experience with AI and Automation for Customer Support:

Prompt Objective: Determine if the profile shows relevant experience with AI, process, workflow, CRM, chatbot, ticketing, digital automation (including BPA, RPA, AI workflows), automation for customer success or support, or related tools and functions.

Analysis of other criteria not specified in the Case Study

I created two other analysis for the candidates that were not specified in your instructions but that I judged interesting for the evaluation of a candidate for a job role;

• Years of experience that the candidate has specifically with Customer support/success functions
• If the candidate has studied on a top-tier or Ivy League university

Candidate Scoring System

The Scoring Premises

I have built a scoring system that enables us to analyze all previous strengths and qualities of each candidate in single column in a simple and very effective way. Below, follows the grades given for each atributes:

1. Experience with Startups (bolean: yes or no)

Yes: 3 points

No: zero points

2. Experience with Home Services (bolean: yes or no)

Yes: 3 points

No: zero points

3. Experience with Automation for Customer Relations (bolean: yes or no)

Yes: 5 points

No: zero points

Note: I have given a bigger priority in this attribute in relation to the attributes 1 and 2 above.

4. Candidate has studies in a first-tier university? (bolean: yes or no)

Yes: 2 points

No: zero points

Note: I have given less importance to this attribute in relation to the ones above.

5. Total years of experience with customer service (range: between numbers):

from 0-2: 0 points

from 3-5: 1 points

from 9-8: 2 points

from 9-20: 3 points

Check Box Filtering

I inserted a column with a check-box so we can filter out the candidates with low score so we don't have to process the rest of the data in the Clay Table (and therefore don't spend Clay credits) with low grades candidates. I have setup as a cutoff score grade of 5 points, bus we can adjust this filtering to any desired score.

Candidate Scoring Example

The candidate below was the one with the biggest score for the first 100 candidates of the list, with a soring of 14 points (important: I have run only the first 100 lines of the table, so we don't spend clay credits unnecessarily). 

Therefore he meets all the criteria of our analysis:

1. Startup Experience:

Current Role: Uberwood Agency appears to meet the criteria of a startup. It was founded relatively recently, focuses on innovative digital marketing and web design services, and is led by a young entrepreneur.

Past Experiences: Based on the available information, both Uberwood Agency (umdigital.me) and BairesDev (bairesdev.com) show characteristics of startups. Uberwood Agency focuses on web design for startups, suggesting it is in a growth phase. BairesDev, founded in 2009, has scaled rapidly and works with various companies, from startups to Fortune 500s, indicating it is still scaling and innovating.

1. Home Services Experience:

Current Role: Uberwood Agency provides web design and digital marketing services. Their ideal clients include landscapers, roofers, plumbers, and electricians, which are all home service businesses. This indicates a relevance to the home services industry.

Past Experiences: Uberwood Agency (umdigital.me) directly targets home service businesses with web design and marketing. BairesDev (bairesdev.com) provides software solutions to industries that include construction and real estate, which are related to home services. There is no information about luxurypresence.com

‍

1. Experience with AI Automations:

Jared Clemons' LinkedIn profile indicates relevant experience with AI automations and customer success. His headline mentions "Fast Track AI Agent Implementations" and "Enterprise AI Agent Deployments," and his summary highlights expertise in leveraging "AI-driven solutions to optimize... Customer success programs." This aligns with the objective of identifying experience in AI and automation for customer success.

‍

1. Years of experience with Customer Success/Support Roles: 9.3

Email Personalization

Personalization based on each of the candidate experiences

I have built email opening line quoting the expertise of the candidate for each of the professional experiences he had:

• With the Home Services Industry (first chioce)
• With AI Automation (second choice)
• With Customer Success Roles (if the candidate does not have any of the above)

Personalization examples

Follows some examples for each of the personalization snippets:

1. Home Service Experience:

Based on your experience with VRTL Pro's marketing support and ONR's community management in home services, I believe you would be a great fit for our open job position at TradeEngage

1. Automation Experience:

Based on your experience with AI-driven CRM management and customer success workflows at Upwork and SV Academy, I believe you would be a great fit for our open job position at TradeEngage

1. Customer Success Experience:

Based on your involvement in customer success management at Kaltura, I believe you would be a great fit for our open job position at TradeEngage.

Final Email Copy

Follows an example of the final e-mail that will be sent to the prospect:

Dynamic Table for Future Use

Table Template

According to your requirement, in regards to: "Dynamic enough table to change target candidates in the future based on different geographies, at specific companies and for different roles", its important to mention that everything in this table can be set as a template for future use: both the promts and formulas used inside the table, but also the whole table itself.

‍