Sales department tool to fight incoming leads mess. Qualify, prioritise, increase funnel

<aside> 👋 Why doing this?

Companies that combine "Contact Us" and self-service sales models lose significant number of leads in the self-service channel.

Losses must be prevented by proper scoring and prioritisation.

Everyday incoming leads avalanche should be processed properly and not be evaluated/prioritised by a human.

What we do:

• Collect company data such as size, maturity, revenue, industry, and number of app installs.
• Forecast possible revenue streams based on existing data to streamline communication with the most valuable prospects.
• Provide guidance on for sales persons which leads are future whales. </aside>

Max Sereda, [10 Mar 2024, 19:02:13]: https://docs.google.com/document/d/1bhHUJ6UYotztmot_vOZ82vQ9-bdwdzqmYlE0jaXFEEo/edit?usp=sharing

https://docs.google.com/spreadsheets/d/1znPGmC1EGb8w0zxAzgft6UvvTExtt8944ByQ75EAfY8/edit?usp=sharing

Step 3

• [ ] onboarding
  • [ ] sample checked companies in the table
• [ ] pipedrive / hubspot integration
• [ ] users/registration
  • [ ] team users in one account
  • [ ] registration confirmation
  • [ ] password change/recovery
• [ ] leads
  • [ ] batch upload business cards
  • [ ] personal data by email (with linkedin) - reversecontact - position/other guys on position
  • [ ] tags
    • [ ] action - add tags to selected leads
  • [ ] HQ by region
  • [ ] per-client editable weights/ranges for scoring formula in settings

Step 2

• [x] landing page
• [x] stripe billing
  • [x] Basic / Pro plans. Basic - without app installs.
  • [x] monthly / yearly
  • [x] trial limits
• [ ] new sections
  • [x] target lists. choose from analyzed companies - pull similar apps/companies.
    • [x] sources by similar apps
    • [x] filtrable/searchable by most of columns. Export works on specific leads
• [ ] pipedrive / hubspot integration
• [ ] public api
• [x] users/registration
  • [ ] team users in one account
  • [ ] non disposable emails protection
  • [ ] admin page (only for super users) - list of amahub users, ability to login to user's account
• [ ] leads
  • [x] search / filters in columns (remember to local storage)
  • [x] tags
    • [ ] action - add tags to selected leads
    • [x] filtrable, new tags are saved for further use
  • [x] columns resize and horizontal scroll
  • [x] top countries exploded, readable
  • [ ] HQ by region
  • [ ] per-client editable weights/ranges for scoring formula in settings

Critical Fixes

• [ ] невозможно загрузить большой файл — будут ошибки из-за рейт лимитера (нужен троттлинг)
• [ ] не работает рега/вход по гуглу
• [ ] торчит русский язык - удалить его вообще, чтобы не вылезал
• [ ] нет ошибки для клиента, когда кредиты кончились. Показать попап со ссылкой на пополнение

Трекинг HR

MVP Scope

Must work, must bring value, must earn fist paying customers

Lead import/storage and scoring functionality (tables)

• [x] leads import/export (plain multiline text and CSV - domain, email)
• [x] leads could be grouped by lead id (even if several linkedin companies are found)
• [x] simple per client scoring model (just a combination of fields, in settings)

Payments

• [ ] stripe integration (the basic one)
• [ ] trial/paid checks functionality (10 lead free)
• [x] hard limits - 100 leads

Lead Scoring based on API’s:

• [x] Linkedin/Crunchbase(https://coresignal.com/)
• [x] Appstores data — **https://appstorespy.com/**
• [x] Similarweb / Semrush (Step2)

Integration

• [ ] pipedrive/hubspot/salesforce as an input/output (Step2) https://www.pipedrive.com/en/marketplace

UX

• [x] Bootstrap theme (similar to coresignal - will be nice) - https://themes.getbootstrap.com/product/falcon-admin-dashboard-webapp-template-react/

Registration

• [x] Email

Input sample (may be as CSV or plain text input, only domain names) - https://docs.google.com/spreadsheets/d/1dCsZXoI75-dBD17Z_Gv86raKNmn02UgpblctcmhYW5M/edit?usp=sharing

Output sample (must be in UX) - https://docs.google.com/spreadsheets/d/1BpdIJNqx5jy8kV6ar4v2hLjelGOVVsEOxA9CflkG0lg/edit?usp=sharing

User tiers - divided by request limits.

UX prototype - https://brown-kora-86.tiiny.site/

«Сlients insights» — Step 2

Upload any CSV data with a characteristics and specific column that represent client’s value for the company:

• sales/revenue, which are the most direct way to express value
• reputable client
• client from the new industry you are trying to capture

Having this data:

• new leads will be evaluated accordingly to the existing data