Using the Airtable Projects Board

1. Go to the Lead Gen Rippers Airtable, select the “Projects” tab and then select the “Project Data” view.

2. Browse the “Ready to Rip” section. When choosing a project, take note of the following columns in the board:

   • “Region of Project”: what region the project focuses on (Global, AMER, EMEA or APAC)
   • “Priority”: the urgency/deadline of the project (emergency, urgent, high +, high, medium, low or lowest)
   • “Estimated Project Size”: an estimation of how long the project will take to complete if worked on continuously, not factoring in other responsibilities (from more than 1 month to 1 hour or less)
   • “Jack Bot”: if checked, this means the project should be completed using Jack’s bot
   • “Owners”: name(s) of Lead Generation team member(s) who are already on the project
   • “Project Type”: What kind of project is it? (scrape, Close cleanup, conference, contact info or other)

3. To choose a project, select the project name to open up the project card. Under “OWNERS”, select “Add a collaborator” and choose your name. Then, under “STATUS”, switch the status to “In Progress”.

   

For scrape projects:

• Think of a way to track leads loaded in a smart view if there is no “CLOSE TAG” or other process detailed in the project card.

  

• Keep track of the total possible leads encountered during the project (an estimate).
• Keep track of total hours worked.

• Leave important comments in the “BD NOTES” section of the project card.

  

1. Open the project card and enter the following:
   • PERCENT COMPLETE
   • PROJECT COMPLETE DATE
   • TOTAL TIME SPENT: number of hours; if more than one person is working on the project, add each person’s name and the number of hours each person worked
   • BD NOTES: summary of how the project went (challenges faced, which lead generation strategies were used, point out any extra special companies loaded, anything else of importance, etc.)
   • # SCRAPE – TOTAL POSSIBLE LEADS: for scrape and conference projects
   • # SCRAPE – TOTAL LOADED LEADS: for scrape and conference projects
   • # OF TIER 2+: for scrape and conference projects
   • Update STATUS to “Check”.

2. Post in the #bizdev-board Slack channel:

   • Name of project
   • Total number of leads loaded or the number of leads adjusted (for Close cleanup and conference projects)
   • Number of tier 2+ loaded
   • Smart view of leads (Close URL)
   • Tag the appropriate regional sales ops lead.
     • AMER: Sarah Burns
     • EMEA: Francisco Bento
     • APAC: Jawwad Ali

   

1. Do some research. Use the Lead Generation help page for assistance. Specifically, take some time to check Organic Competitors, Google Maps, and Google News.
2. If you are unsuccessful in finding companies that are not already in Close or the type in question appears to be a bad fit, Slack Dan Johnson, Natasha Raikar and Alba Bregasi.
   • Provide a brief explanation of what strategies you have tried so far and what you see as the problem (i.e. low tier, bad fit, duplicates, etc.).
3. Dan, Natasha or Alba will either cancel or modify the project after review.
4. Dan, Natasha or Alba will add their notes to the “REJECT/CANCEL NOTES” part of the project card and inform the submitter if necessary.