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Quick Start Guide

The below steps will make sure your BirdDog Instance has everything you need to send out highly relevant emails in less than an hour

  1. Upload Accounts (<5 min)
  2. Create Signals (<15 min)
  3. Add Email Templates (<15 min)
  4. Create Workflow (<5 min)
  5. Take Your First Actions (<10 min)

Some more advanced features include Farsight and Custom Signals, but to get started, we recommend taking the above 5 steps.

Upload Accounts

Estimated Time: <5 min

The first thing you’ll want to do to provision BirdDog is to grab a list of urls for the accounts you’re most interested in tracking.

To upload them to the platform, you’ll want them as a comma separated list like this:

apple.com, meta.com, lululemon.com

You can upload as many as you want at one time.

Instructions

  1. Click Accounts on the left nav bar
  2. Click “Add Accounts”
  3. Paste your list of urls into the enter urls box
  4. Select a list using the “Select a list” drop down menu. Unless you already set up a list, you’ll want to select Master
  5. Click “Submit”

Now, BirdDog will start looking for information on those accounts!

Create Signals

Estimated Time: <15 min

You can quickly creates signals with BirdDog on the ‘Signals’ page by leveraging the Signal Library to quickly select some of the most popular questions that users ask.

Instructions

  1. Click Signals on the left nav bar
  2. Click Add Signal
  3. Click Signal Library
  4. Click the use button next to the desired Signal
  5. Edit the Question to make sure it matches your needs
  6. Add a title to the question (this is for you to refer to the question later but does not impact the signal)
  7. Click “Apply to All”
  8. Repeat Steps 2-7 until you have 8

Add Email Templates

Estimated Time: <15 min

If you exclusively cold call, feel free to skip this step.

To quickly generate high quality emails within the BirdDog platform, you can provision email templates and attach them to some of the signals we’ve just made.

Some users write templates work with multiple signals, other users make a different template for each signal they’re going to send emails about.

Instructions

  1. Select a Signal that you’d like to have a template for. You don’t need to mark this down anywhere, you just need to know so you can write a good email.
  2. Find a real email you’ve sent about that signal. If you don’t have one, you can use this GPT to generate some examples for you. [LINK TO GPT]
  3. Click the “Settings” button on the bottom of the left nav bar
  4. Scroll down to the Email Templates section and click “Add Templates”
  5. Enter a Title for the template - this will be for your reference later
  6. Copy and paste the email you’d like to use as a template to the Example Email box. You don’t have to edit anything—it is just an example for BirdDog to use when it goes to write your email later.
  7. Copy and paste the same email into the template box. This time, replace any sentences you want BirdDog to rewrite with a brief description of what you want it to write in <>. BirdDog will use the information about the signal we picked above to replace that text. Some examples:
    1. <>
    2. <>
    3. <>
  8. Click “Submit”
  9. Go to the “Signals” menu on the left navbar
  10. Navigate to the signal that the email template is for
  11. In the ‘Email Template’ column, select the template you just created

Now, when you select an article related to that signal in the platform, BirdDog will use your template to generate a draft!

Add Workflows

Estimated Time: <5 min

The final step before we start taking action in BirdDog is to set up Workflows.

Workflows are custom to do lists that you set up for your accounts. In a way, they are like human in the loop sequences.

Setting up a workflow is as simple as deciding which actions you want to take each day that you’re working on an account.

Instructions

  1. Click Workflows on the left nav bar
  2. Click ‘Build Your Strategy’
  3. Select the number of emails, linkedin connects, and phone calls you want to make on day one of your workflow
  4. Click Save
  5. Click Add Next Step
  6. Repeat Steps 3-4 until your sequence is done
  7. Click Go Back in the top right corner
  8. Pick an account on your account list in the workflow page and change the “status” column from “Sideline” to “Working”
  9. Repeat step 8 as many times as you like - most users have 5 to 10 accounts in play at any given time

Now you’re ready to hit the ground running with BirdDog.

Take Your First Action

Estimated Time: <10 min

Now that we have accounts uploaded, signals in place, email templates added, and workflows set up, it’s super easy to put all of the high powered research BirdDog has done for you to work.

When you go to the main dashboard, you’ll see the accounts in your workflows with active todo’s highlighted in blue.

Then, you can use the data to take action!

Below are examples of how you can send connections, write emails, and cold call using the data in BirdDog. Ultimately, though, it’s about using the method that already works best for you or finding one that works well and sticking to it.

Sending Connections

Instructions

  1. Select an account on the Main Dashboard
  2. Scroll down to the Send Connections Table
  3. You can select people by:
    1. Clicking Connect - This will take you directly to their LinkedIn Page
    2. Clicking Search - This will take you to a google search to find their linkedin profile
    3. Clicking More People - This will take you to the firm’s LinkedIn Page where you can find more people
  4. Then, you can connect with them directly via the linkedin webpage
  5. If you clicked Connect or Search, BirdDog will auto increment the linkedIn connection counter at the top of the page; if you found them via the More People button, you will have to increment it by clicking the LinkedIn button at the top of the page.

Sending Messages

Instructions

  1. Select an account on the Main Dashboard
  2. Select “Generate” on a top article for a desired signal that you’ve already attached a template to
  3. Edit the generated email
  4. Select the individuals to target using the contact table or by finding them in the article you used to write the email
  5. Grab their contact info from Apollo or your favorite contact tool
  6. Send the email via your preferred sending method

Of course, you can use the BirdDog to write the emails yourself or even use multiple signals to write one email.

Cold Calling

Instructions

  1. Select an account on the Main Dashboard
  2. Copy important signals and articles to the note pad
  3. Select an individual in the contact table
  4. Grab their phone number from Apollo or your favorite contact tool
  5. Call them with the note pad pulled up so you can reference the data on the call if needed

Winning With BirdDog

And there you have it--you've now uploaded your accounts, set up signals & email templates, created your workflows, and taken your first actions in BirdDog.

While setting up the software is just the beginning, you're well on your way to enriching your entire sales process with BirdDog.

Keys to finding success with BirdDog include:

  • Fine Tuning your signals until they're giving you exactly the info that you need
  • Regularly using the data provided via alerts & in the platform to enrich your entire sales process
  • Completing the actions you committed to in the workflows

Feel free to explore the Application Docs to understand more high level ways that users are leveraging BirdDog for Account Prioritization, Buyer Targeting, Timely Outreach, Strategic Communication, Following Up with SQLs, and Nuturing & Reviving Closed Lost leads.

And, if you want a more comprehensive look around the software, check out the User Docs, as well.

We wish you the best of luck as you use BirdDog to help you find the perfect prospect at the perfect time.

If you have any questions or need any help, the team is only one call away!