Max Wilson
These are 3 AI-automated workflows ideas we can help you implement:
1
LinkedIn Re-engagement Campaign System: Reconnect with inactive leads and past prospects through targeted LinkedIn campaigns. Given Landytech's focus on engaging family offices and asset managers, this system will help revitalize dormant opportunities and enhance their outreach strategy, aligning with their emphasis on data consolidation and reporting.
2
CRM Data Enrichment System: Continuously update CRM records with new data points such as job changes and strategic events. For Landytech, ensuring their CRM is up-to-date is crucial for targeting ultra-high-net-worth families and institutional asset owners, allowing for more precise and effective engagement.
3
Website Visitors Outreach System: Identify and engage anonymous website visitors, converting hidden web traffic into qualified leads. This aligns with Landytech's goals of maintaining a single source of truth and streamlining investment reporting, offering them an opportunity to capture and nurture potential clients who have shown interest in their solutions.