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Salesbot - Step 1 - Create Your First Sales Lead List/Project
Salesbot - Step 1 - Create Your First Sales Lead List/Project

Create Your First Sales Lead Project and Find Amazing Prospects

Arbee avatar
Written by Arbee
Updated over a month ago

Step 1 - Create Your First Sales Lead List/Project

To get started using Salesbot, let's create our first Sales Lead List/Project. We use AI and natural language to quickly help you get to a list of sales leads/prospects that fit your needs.

On the left side, under 'Who are you selling to?", use natural language to describe the type of sales leads you're looking for. Some options include:

✅"Find me Hiring Managers at Computer Software SaaS companies with more than 500 employees"

✅"I'm looking for software developers at fintech companies in California"

✅"Find real estate agents in the US with Bachelor's Degrees"

Some tips on what NOT to search for:

❌Find me male insurance agents in Detroit with successful clients

❌I need managers making more than $1million dollars working at software companies

Then, on the right side, enter the URL of your company's website (or paste the copy from your website), or, describe using natural language what you're selling. We'll use this to create both an initial search AND a custom, personalized email campaign for your outreach.

Then click 'Create Lead List with AI' to engage our Generative AI--we'll automatically build an initial list of sales leads based on your search. In just a few moments, you'll have a custom list of sales leads tailored to match your requirements.

Search and then click "Create Lead List with AI" to run a new search in a different project. Or, click "Search Without AI" to start a sales project and start from scratch.

Salesbot will create an initial search of prospects based off your criteria, giving you thousands of leads to start reaching out to. Then, in the left side search panel, you can refine or change the search criteria to match your needs, and in the right side panel, you can review each sales lead to ensure they're a good fit. Scroll through the list of prospects, or click on each sales lead to learn more about them.

In the next step, we'll dive into the search filters and options to refine your sales lead list.

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