Arthur Lo
These are 3 AI-automated workflows ideas we can help you implement:
1
Clay Contacts Data Enrichment System
Automate the enrichment of Goji’s global financial prospect database by integrating real-time signals (job changes, company events, funding rounds) and syncing enriched profiles into Pipedrive and outbound workflows. Triggers include new inbound leads, list uploads, or periodic CRM scans to ensure up-to-date and actionable contact data for personalized outreach at scale.
Reduces manual research time by 80% (saving ~8–10 hours/week per rep) and increases qualified meeting rates by 20% by delivering accurate, enriched data—critical for engaging sophisticated asset managers and institutional investors.
2
Cold Email Infrastructure Audit & Setup Plan
Review and optimize Goji’s email sending domains (Amazon SES, Mailchimp, Outlook), implement warmup protocols, and set deliverability monitoring to maximize inbox placement and outreach volume. Steps include DNS configuration, sender reputation checks, and automated health alerts, tailored to Goji’s multi-domain tech stack.
Improves deliverability rates from ~65% to 90+%, unlocking up to 2x higher outreach capacity and reducing email bounce/failure rates. This directly increases pipeline volume and ensures critical messages reach key financial decision-makers.
3
AI-Personalized Copy Outbound System
Deploy AI-driven personalization for outbound emails and LinkedIn messages by leveraging enriched CRM/contact data and Goji’s proprietary insights. This workflow generates tailored messaging at scale for financial institutions and asset managers, seamlessly integrating with Pipedrive and Goji’s outreach cadence.
Boosts reply rates and meeting bookings by 25–40% (based on industry benchmarks) while saving reps 6–8 hours/week previously spent on manual copywriting—accelerating pipeline velocity for Goji’s private market fund solutions.