Automatic Client Segmentation for Outreach Process

Objective: To improve the effectiveness of outreach efforts, this automation will categorize our clients based on their business characteristics and target audience preferences. By leveraging AI-driven segmentation, we should create different outreach campaigns for different targets, for each client, based on different filters applied to our databases of contacts. Requirements: Extract key insights from onboarding data: Analyze information provided by clients during the onboarding process to understand their Ideal Customer Profile (ICP)—the type of companies or individuals they want to target. AI-powered segmentation: Automatically group clients based on structured criteria such as industry, company size, interests, and geographic location to create focused, personalized campaigns. Dynamic updates: Continuously refine and update client segments based on new onboarding data, past campaign performance, and shifting business needs. Automated contact retrieval: Integrate with an external business contact database to fetch potential leads that match each client’s defined ICP and add them to the appropriate campaigns. Seamless integration with our system: Store and manage segmentation data in our database to maintain consistency across different processes. Implementation: The automation will be built using [login to view URL], ensuring seamless workflow automation. [login to view URL] (PostgreSQL) will store and manage the segmentation data. The external contact database API will be integrated to automatically retrieve relevant prospects for each campaign. The system architecture and logic have already been fully defined—the freelancer’s task is to implement the solution exactly as specified. Requirements: -Great and regular communication -We must define a specific number of hours where we will work together to make sure things are implemented taking account very specific nuances and details -We must sign an NDA