Challenges in Mapping Data for Outbound Messaging to New Leads
I am beating my head against a wall on this idea I have. Here are the steps. I have indicated where I am and have gotten working with checks.
- 1.
Bring in closed won deals with zip code, close date, account name and city from original closed deal ✅
- 2.
Use AI agent to get dental practices within 25 miles of that zip and extract the URL and find the company social profile. ✅
- 3.
Find dentist and office managers at that company ✅
- 4.
Use AI to write an outbound message letting those new leads know we are working with "ABC" dental practice in their "ZIP CODE" or "CITY" ❌
The problem I am running into is mapping back the original zip code, account name and city to the new contacts. Not sure how to "organize" that.