Scale Goji’s Private Funds Outreach Seamlessly

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 contact database to capture up-to-date information on key financial decision makers, leveraging integrations with Pipedrive and existing email providers. This ensures every outreach is backed by the freshest firmographic and technographic data—critical for targeting global asset managers and distributors with personalized proposals.
Saves 10+ hours/week in manual research per rep; improves personalization and response rates by 20–30%, directly increasing pipeline value and accelerating sales cycles across 80+ jurisdictions.

2

Cold Email Infrastructure Audit & Setup Plan
Audit and optimize Goji’s outbound email infrastructure (Amazon SES, Mailchimp, Office 365) to maximize deliverability and scale outreach campaigns. This workflow includes domain warm-up, SPF/DKIM configuration, and automation to boost the volume and reliability of communication with sophisticated investors worldwide.
Expected to increase deliverability from ~70% to 95%+, doubling outreach volume and resulting in 15–25% more qualified meetings per month—critical for expanding Goji’s institutional investor network.

3

AI-Personalized Copy Outbound System
Deploy AI-driven personalization for outbound messaging at scale, integrating with Goji’s existing CRM and enrichment systems. This workflow dynamically customizes emails and LinkedIn messages to reflect each prospect’s fund specialization and geography, enabling highly relevant engagement with financial institutions.
Reduces manual drafting time by 70%, increases reply and conversion rates by 30%, and enables scalable, compliant outreach to hundreds of global prospects without additional headcount.