List: All of Zach’s “🫑 Beginner” Make Templates

• At A Glance...

  • What is it?When you need an AI to “do some googling for you,” this Perplexity automation is the way to go.
  • Pros
    • Great for generalized research and "googling"
    • Really good way to get personalization data if you weren't able to find any "for free" from your other lead sources — as long as you're careful!
  • Cons
    • Not good for hyper-specific information
    • Can't actually look at company websites as far as I'm aware; only search result pages
    • More expensive API credits than ChatGPT
    • If you're not careful and test thoroughly, you might send emails with wrong, made-up-by-the-AI information that burns trust and wastes leads

• Client types it is generally best for

  • Company Size?
    • Larger companies where an employee is your point of contact & key decision-maker
    • Smaller companies where the owner is your point of contact & key decision-maker
  • Primary Presence?
    • Online / Digital (SaaS, ecomm, course creators, agencies, etc)
    • Brick & Mortar (Gyms, retail stores, restaurants, construction, etc.)
  • Primary Monetization Style?
    • Products
    • Services

Other Info:

• Data Acquisition Style
  • Scraped / Human Labor 2 - Semi-automatic (e.g. with AI or partial tool assistance)

• Data Quality✅ High Quality / Fairly Reliable

• Our Experience With This StrategyQuite familiar

• At A Glance...

  • What is it?Once you have a list of data, you can have ChatGPT work with it at scale in this automation. (Line-writing, data parsing, etc.)
  • Pros
    • Writing personalization lines from your template — when you already have the markers
    • Reading through a markdown page you already scraped, and interpreting it / extracting data from it
  • Cons
    • It is NOT web-connected, so it can only be used for analyzing data you already got (unless you're happy with it going based on its 2-year-old training data for researchy stuff)

• Client types it is generally best for

  • Company Size?
    • Larger companies where an employee is your point of contact & key decision-maker
    • Smaller companies where the owner is your point of contact & key decision-maker
  • Primary Presence?
    • Online / Digital (SaaS, ecomm, course creators, agencies, etc)
    • Brick & Mortar (Gyms, retail stores, restaurants, construction, etc.)
  • Primary Monetization Style?
    • Products
    • Services

Other Info:

• Data Acquisition Style
  • Scraped / Human Labor 2 - Semi-automatic (e.g. with AI or partial tool assistance)

• Data Quality✅ High Quality / Fairly Reliable

• Our Experience With This StrategyQuite familiar

• At A Glance...

  • What is it?Using ChatGPT to handle the list cleaning steps, instead of having a VA/proofreader do it
  • Pros
    • You can process huge amounts of data easily
    • Not prone to human copy/paste errors, typos, etc
  • Cons
    • Doesn't have the flexibility or "lean-ness" of a VA following an SOP
    • If you're cleaning personalization data attributes, it can take a while to get your ChatGPT prompts dialed in

• Client types it is generally best for

  • Company Size?
    • Larger companies where an employee is your point of contact & key decision-maker
    • Smaller companies where the owner is your point of contact & key decision-maker
  • Primary Presence?
    • Online / Digital (SaaS, ecomm, course creators, agencies, etc)
    • Brick & Mortar (Gyms, retail stores, restaurants, construction, etc.)
  • Primary Monetization Style?
    • Products
    • Services

Other Info:

• Data Acquisition Style
  • Scraped / Human Labor 2 - Semi-automatic (e.g. with AI or partial tool assistance)

• Data Quality✅ High Quality / Fairly Reliable

• Our Experience With This StrategyQuite familiar