🏹PLS: Spotting decision makers in your free trial signups with AI

Context

A lead has just signed up to your product's free trial. but you're not sure if it's a decision maker worth closing?

This a use case from Cargo's AI community to solve this challenge using Cargo's native GPT-4 integration. The goal is to make sure the AI doesn't make too many mistakes using a good chain of thoughts.

Why this matters

Boost Sales Efficiency: Focus on prospects who have the authority to make purchase decisions

Strategic Triangulation: Identify key players in your prospect's team for building social proof ahead of the decision-making process

Customise Engagement: Tailor your approach based on the type of decision-maker (e.g., founder vs team manager)

Phase 1: Data Preparation:

1. Ensure you're capturing a field such as job title in your signup. It's beneficial to include team size

2. Make sure you're filtering out non-professional emails. Otherwise use a recipe from the Cargo community to filter these out for you:

Phase 2: Pit the AI vs a REGEX function

• Step 1: Set up a backup classifier using REGEX (reach out to [e-mail] the full prompt)

• Step 2: Configure a GPT classifier (reach out to [e-mail] the full prompt)

• Step 3: Introduce an 'adjudicator' GPT classifier capable of revising the REGEX output (reach out to [e-mail] the full prompt)

Phase 3: Refining results

• The goal: Since GPT is prone to error every now and then, you'd want to bias the output slightly towards false positives. Remember, a minute spent on a mistakenly classified decision-maker is less costly than missing out on a potential lead

• Step 5: Add a verification step comparing GPT vs REGEX

• Step 6: For potential false negatives, consult the 'adjudicator' node

Logic:

IF there's strong evidence, consider overruling the REGEX in favor of GPT's suggestion ELSE IF there's a consensus or risk of false positives, proceed with that output

Phase 4: Routing Decision Makers:

• Found a decision-maker lead? Notify your sales rep via Slack and integrate with your CRM and outreach tools

• Otherwise, consider enriching the lead to identify a stakeholder before integrating with your tools

Takeaway

Test this process initially, evaluate its performance, and once satisfied, roll it out in production

Need a template? I've been using one with Cargo clients in prod. Reply to this email for the full prompt, code, and template