Prospecção
Inteligente
From manual research to a structured base of potential clients.
The automation starts from a reference profile related to the desired niche or product. From this audience, it identifies potentially relevant public profiles, organizes available information, and applies defined criteria to classify potential customers.
How it works- Category
- Automation · Sales prospecting · Data
- Lead Source
- Reference profile · Related audience
- Environment
- Visual Studio Code / Terminal
- Flow
- Reference profile · Collection · Classification · Follow · DM
How it works in practice
The demonstration uses a reference profile from the same segment as a starting point to locate potential customers before the classification stage.
“The automation was structured with configurable limits and cadences to allow for controlled and scalable operation. The demonstrations use reduced volumes just to present the flow's operation quickly.”
01 — Automatic lead classification
The automation browses found profiles, collects and organizes relevant public information, and applies defined criteria to classify potential clients. In the end, data can be exported to a structured Excel/CSV base, facilitating analysis, segmentation, and prospecting continuity.
02 — Automated follow and warming
After classification, the system uses the list of selected leads to perform approach actions automatically. In addition to following, the flow can include interactions such as liking posts, creating a warming stage before the first direct contact.
03 — Personalized DM sending
The final flow executes direct contact via DM with validated profiles. The automation uses the name identified in the profile to initiate the conversation in a personalized way, following the approach structure and rules defined for the business strategy.
What the automation delivers
Action-ready lead database
Organizes found potential clients in a structured database, gathering relevant public profile information. Data can be exported to Excel/CSV for analysis, segmentation, or later contact.
Automated qualification
Applies previously defined criteria to separate and organize profiles with the highest adherence to the target audience, reducing manual analysis effort.
Lead warming
Automation can execute configured approach actions, such as following profiles and interacting with posts, preparing contact before direct outreach.
Manual or automated contact
The generated base can be used directly by the sales team or integrated into the automation flow itself to initiate personalized DM messages.
Responsible use
Each automation is configured according to the goal, audience, and strategy defined with the client. Classification criteria, action cadence, operational limits, messages, and flow stages can be customized for each project.
The system works with public information and predefined rules, allowing for automated, organized, and scalable operation, maintaining control over the form and volume of actions executed.
Operation configuration must consider the policies and limits of the platforms used.
Prospecção Inteligente
From profile identification to building an organised commercial base.
