AI Empowerment for Creatives

AI Automation Outreach (Clients / Recruiters)

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4 Hours

Class:

1

Introduction

Overview

We’ve covered the foundations of job search and client outreach in other lessons. 🌟 Now, in the age of AI, it's time to take things to the next level. This module will show you how to effectively automate and optimize your client and hiring manager outreach. 💥 Whether you're looking to land clients or a job, this approach will help you connect with the right people faster and more efficiently.

In this lesson, you’ll learn how to use tools like Magical and Airtable to streamline your outreach efforts and reduce the manual workload.

Lesson 01

Targeting and Reaching Out to Clients and Hiring Managers

In this lesson, we’re going to apply a more efficient, tech-powered approach to outreach. Instead of relying on passive methods, we’ll guide you through a step-by-step system to find and contact the right decision-makers.

Step-by-Step Guide:

❶ Identifying Key Contacts: Start by creating a list of the companies or individuals you want to connect with. You can find this information on LinkedIn by searching for specific companies, hiring managers, or industries relevant to your goals. This will serve as your outreach target list.

❷ Gathering Contact Information: 💥 Instead of manually collecting contact details, use Magical to scrape the data from LinkedIn profiles. Install the Magical Chrome Extension, and it will quickly pull essential information like names, emails, and job titles into a Google Sheet or Airtable for you.

Once you’ve collected this data, you can organize it in Airtable for easy tracking and management. 🌟 Airtable works well for visualizing your progress and makes it simple to maintain an overview of your outreach efforts.

Personalize: 💥 With your contacts in place, it's time to reach out. Instead of sending generic messages, personalize each one by referencing something specific about the person or company. A short, relevant mention of their work will significantly increase your chances of getting a response.

❺ Magical can also help automate part of this process. 💥 You can set up personalized templates that auto-fill relevant details for each contact, ensuring each message feels unique while saving you time.

❻Automating Follow-Ups 🌟 Most responses come from follow-ups, not initial outreach. Magical allows you to set up follow-up templates that can be sent automatically. Once you’ve sent the first message, schedule follow-ups based on whether the recipient responds, saving you from having to remember each individual outreach.

After this step: You can integrate these follow-up workflows directly into Airtable, so all your outreach data and communication status are organized in one place.

Lesson 02

Managing Outreach Efficiently with Airtable & Magical

Now that you have your outreach strategy in place, it’s important to manage everything effectively. This lesson focuses on setting up a CRM using Airtable and automating tasks with Magical. By the end of this, you’ll have a system that tracks your outreach and automatically reminds you to follow up.

Setting Up Airtable for Outreach:

❶ Creating a New Base in Airtable 🌟 Start by creating a new base in Airtable dedicated to outreach. Set up fields for key details such as:

  1. Name
  2. Job Title
  3. Company
  4. Email
  5. Date of Initial Contact
  6. Follow-Up Status

❷ Next Step: Once your base is ready, use Magical to export your scraped LinkedIn data into Airtable, so all your contacts are in one central place.

❸ Automating Follow-Ups with Airtable 💥 After exporting your contact list, you can set up Airtable automations. For example, you can trigger automatic reminders to follow up with a contact after a set number of days.

❹ Pro Tip: 💥 You can link this directly with Magical to automate sending follow-up emails based on the status of each contact. If someone hasn’t responded within a week, Magical can automatically send a follow-up message without you needing to manually track it.

❺ Tracking Progress 🌟 With everything in Airtable, you can track where each contact is in the outreach process—whether it’s initial contact, awaiting a response, or ready for a follow-up.

Next Step: Once you’ve set up this workflow, managing outreach becomes simple. You’ll know exactly where you are with each contact, and follow-ups will happen automatically based on your setup.

Lesson 03

Automating Communication with Magical

In this lesson, we’ll focus on fully automating your outreach and follow-up communication using Magical. By the end, you’ll have a system in place that sends personalized emails and tracks responses without requiring constant attention.

How to Use Magical for Communication:

❶ Setting Up Reply Presets 🌟 Using Magical, you can create preset email templates for initial outreach and follow-ups. For instance:

  1. Template 1: Initial Outreach
  2. Template 2: First Follow-Up (after a week)
  3. Template 3: Final Follow-Up (after two weeks)

❷ Automating Follow-Ups: Once you’ve created your templates, you can automate follow-up emails based on whether someone responds or not. Magical will automatically send a pre-configured email at the right time, ensuring you never miss a follow-up opportunity.


Boosting Email responses: 🌟 Magical allows you to use slash commands in Gmail, LinkedIn, or any communication tool. This means you can insert pre-written emails with a few keystrokes, speeding up the time it takes to send outreach messages.

❹ After this step: Integrate this with Airtable so that every message sent is tracked within your CRM, keeping you organized without extra work.

Your Deepdive:

Your Homework:

Homework

Set up your Magical integration

📌 Task: Install Magical, scrape contacts from LinkedIn, and organize them in Airtable.

Start homework
Homework

Automate your follow-ups

📌 Task: Create preset templates in Magical for follow-ups and integrate them with your CRM.

Start homework
Homework

Track your progress

📌 Task: Set up automations in Airtable to track follow-ups and outreach responses.

Start homework

Discuss:

Discussion

Track your progress

📌 Task: Set up automations in Airtable to track follow-ups and outreach responses.

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