Plays LibraryPre-Sales
Cold / New LeadsIntermediateHigh Impact

Review Site Intent

Generate and warm net-new demand

Sales Stage

Pre-Sales

Difficulty

Intermediate

Impact

High

Channels

Overview

You can purchase intent data from review sites to identify prospects that are further along in the buying process and actively in the market for solutions. This "late stage" intent data provides visibility into who is researching your category, specific products, or competitors (and possible alternatives). Take your campaign to the next level by using company visitor information. Enhance the data to identify Buying Committee members at the interested companies.  Target these ready prospects with an automated email campaign that outlines what makes your product a better alternative to competitors’ solutions.

Key Features

Signals: IntentSignals: Review Site IntentABM Audiences

Data Types

Contact DataCompany Data

Triggers

  • Identify companies which now meet your Saved Search company filter criteria including views of review sites

Actions

  • Discover a set number of ZoomInfo contacts which meet your contact filters
  • Export
  • Send records to your business system (CRM, MAT, SEP, CSV)
  • Assign to a User
  • Then enroll in a Campaign (optional)

Default Natural Language Configuration

When review site intent signals are identified for select topic(s) with a signal score between 60-100 and an audience strength between 1-5 are identified for any company then discover up to 20 ZoomInfo contacts which select criteria then export to select system as record type and select campaign and assign to select user

Standard Operating Procedure

1. Set Up Review Site Intent Monitoring

  • Purchase intent data from relevant review sites
  • Configure system to process incoming review site activity data

2. Define Target Criteria

  • Establish saved search parameters for company filtering
  • Set contact criteria (e.g., management level, department)

3. Automated Prospect Identification

  • Monitor for new companies meeting saved search criteria
  • Trigger contact discovery process in ZoomInfo

4. Contact Discovery and Export

  • Discover up to 20 ZoomInfo contacts matching criteria
  • Export contacts to designated business system (CRM, MAT, SEP)

5. Lead Assignment and Campaign Enrollment

  • Automatically assign leads to specified user
  • Enroll contacts in targeted email campaign (optional)

6. Competitive Differentiation Campaign

  • Create email campaign highlighting product strengths vs. competitors
  • Emphasize positive reviews and key competitive advantages

7. Multi-Channel Engagement

  • Implement outreach across various channels (email, text, phone, etc.)

8. Performance Tracking

  • Monitor engagement metrics across all channels
  • Analyze conversion rates from review site intent to sales

9. Continuous Refinement

  • Regularly review and adjust saved search criteria
  • Update campaign messaging based on new reviews and market trends

Yield Model

Yield in $ Formula

Potential Yield = (VO * ADMER * CR / 10,000) * ADS

Key Drivers

Signal Relevance (SR)Conversion Rate (CR)Average Deal Size (ADS)Lead Volume (LV)

Driver Definitions

Signal Relevance (SR) This metric assesses how closely the identified intent signals match the product or service offerings - a higher SR indicates that the intent signals are more accurately aligned with the offering.

Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy.

Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited.

Lead Volume (LV) This is the total number of leads available. A higher lead volume provides a larger pool from which potential customers can be nurtured and converted.

AI Agent Prompt Template

I. Prompt Instructions - Overview

This email targets prospects who have shown intent by viewing your product on G2.com. The goal is to engage with contacts in the Buying Committee at these companies, highlighting your product's strengths and addressing potential pain points.

II. Information Included

The email will include personalized information between <context></context> for proper dynamic insertion:

  • G2 Review Site Intent: Details about the prospect's engagement on G2.com, including which pages they viewed.
  • Company Information: Insight into the prospect's company, including identified pain points and behavior from engagement history.
  • Signals & Behavior: Details on the account's engagement history and recent intent signals.
  • Account History: Includes documented CRM account history along with a complete history of conversation data recorded via Chorus Conversational Intelligence.
  • Contact Information: A group of five contacts across the buying committee, including the contact's role, persona information, and other details to personalize the email.
  • Content Library: Relevant content, such as upcoming webinars, whitepapers, or downloadable content that can be included as part of the follow-up.
  • Messaging: A comprehensive messaging library that addresses persona-specific and segment-specific pain points, delivering tailored content that aligns with the account's segment and the contact's role, making the outreach more relevant and impactful.
  • Copilot AI Account Summary: A summary that merges ZoomInfo data, customer CRM data, email communications, and call recordings, offering a clear overview of the account's pain points and strategic goals, along with actionable next steps.

III. Email Structure

<email> <subject>{{Personalized Subject Line based on G2 Review Site Intent}}</subject> <body> <p>Hi {{Contact.FirstName}},</p> <p>I noticed that {{CompanyName}} recently viewed our product on G2.com. As someone who {{ContactRole}}, I thought you might be interested in how our solution can address some of the challenges you may be facing in {{CompanyIndustry}}.</p> <p>Based on your interest, I wanted to highlight a few key points about our product that have resonated with other {{CompanyIndustry}} leaders:</p> <ul> <li>{{ProductBenefit1}}</li> <li>{{ProductBenefit2}}</li> <li>{{ProductBenefit3}}</li> </ul> <p>To give you a deeper understanding of how we've helped companies like yours, I've attached {{ContentLibrary.RelevantCaseStudy}} that showcases our impact in {{CompanyIndustry}}.</p> <p>I'd love to schedule a brief call to discuss how we can specifically address {{CompanyName}}'s needs. How does your calendar look {{ProposedDay}} at {{ProposedTime}}?</p> <p>Best regards,</p> <p>{{Sender.Name}}</p> <p>{{Sender.Title}}, {{Sender.Company}}</p> <p>{{Sender.ContactDetails}}</p> </body> </email>

IV. Context

<context> <G2 Review Site Intent> **`{{G2 Review Site Intent}}`** </G2 Review Site Intent> --- <Company Information> **`{{Company Information}}`** </Company Information> --- <Signals & Behavior> **`{{Signals & Behavior}}`** </Signals & Behavior> --- <Account History> **`{{Account History}}`** </Account History> --- <Contact Information> **`{{Contact Information}}`** </Contact Information> --- <Content Library> **`{{Content Library}}`** </Content Library> --- <Messaging> `{{Messaging}}` </Messaging> --- <Copilot AI Account Summary> **`{{Copilot AI Account Summary}}`** </Copilot AI Account Summary> </context>

V. Optimizations

  • Subject Line Personalization: E.g., "{{Contact.FirstName}}, saw you checked us out on G2 - let's chat about {{CompanyName}}'s needs"
  • Engaging Opening: Acknowledge the prospect's G2 activity and tie it to their role and industry challenges.
  • Value-Driven Content: Highlight key product benefits that address industry-specific pain points.
  • Social Proof: Include a relevant case study or success story from a similar company.
  • Clear Call to Action: Propose a specific day and time for a follow-up call.
  • Polished Close: Keep the tone professional yet approachable, emphasizing your readiness to help.

Merge Tokens Used

{{Personalized.SubjectLine}}{{Contact.FirstName}}{{CompanyName}}{{Contact.Role}}{{Company.Industry}}{{Benefit}}{{ContentLibrary.CaseStudy}}{{ProposedDate}}{{ProposedTime}}{{Sender.Name}}{{Sender.Title}}{{Sender.Company}}{{Sender.ContactDetails}}

Play Description for LLM

<play> **PLAY NAME** Review Site Intent --- **🔁 Triggers** - Identify companies which now meet your Saved Search company filter criteria including views of review sites --- **⚡️ Actions** - Discover a set number of ZoomInfo contacts which meet your contact filters - Export - Send records to your business system (CRM, MAT, SEP, CSV) - Assign to a User - Then enroll in a Campaign (optional) --- **✅ Goal / Problem to Solve** ✅ Cold / New Leads --- **➡️ Channels** ✉️ Email, 💬 Text, 📪 Mail, 📅 Events, 📢 Ads, 🖥 Chat, 📞 Phone --- **✏️ Summary** You can purchase intent data from review sites to identify prospects that are further along in the buying process and actively in the market for solutions. This "late stage" intent data provides visibility into who is researching your category, specific products, or competitors (and possible alternatives). Take your campaign to the next level by using company visitor information. Enhance the data to identify Buying Committee members at the interested companies.  Target these ready prospects with an automated email campaign that outlines what makes your product a better alternative to competitors’ solutions. --- **✏️ Default Natural Language** When review site intent signals are identified for **select topic(s)** with a **signal score between 60-100** and an **audience strength between 1-5** are identified for **any company** then discover **up to 20** ZoomInfo contacts which **select criteria** then export to **select system** as **record type** and **select campaign** and assign to **select user** --- **Explainer-Video-Script** Want to capture prospects already researching your product? We make it easy with the Review Site Intent play. Many product review and comparison sites sell intent data. This is a valuable indicator of what companies are researching your product or competitors. You can purchase this intent data, automatically enrich the company data, and enroll the buying committee in a campaign that specifically calls out your positive reviews or highlights key competitive differences. Now you’re reaching buyers looking for your products with the right message at the right time. --- **🏷Features)** Signals: Intent, Signals: Review Site Intent, ABM Audiences --- **🏷️ZoomInfo Data Types)** Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟦 - Intermediate --- **🧪Standard Operating Procedure (SOP)** ## 1. Set Up Review Site Intent Monitoring - Purchase intent data from relevant review sites - Configure system to process incoming review site activity data ## 2. Define Target Criteria - Establish saved search parameters for company filtering - Set contact criteria (e.g., management level, department) ## 3. Automated Prospect Identification - Monitor for new companies meeting saved search criteria - Trigger contact discovery process in ZoomInfo ## 4. Contact Discovery and Export - Discover up to 20 ZoomInfo contacts matching criteria - Export contacts to designated business system (CRM, MAT, SEP) ## 5. Lead Assignment and Campaign Enrollment - Automatically assign leads to specified user - Enroll contacts in targeted email campaign (optional) ## 6. Competitive Differentiation Campaign - Create email campaign highlighting product strengths vs. competitors - Emphasize positive reviews and key competitive advantages ## 7. Multi-Channel Engagement - Implement outreach across various channels (email, text, phone, etc.) ## 8. Performance Tracking - Monitor engagement metrics across all channels - Analyze conversion rates from review site intent to sales ## 9. Continuous Refinement - Regularly review and adjust saved search criteria - Update campaign messaging based on new reviews and market trends --- **🪙 RAG Inputs Used (Broad)** G2 Review Site Intent, Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, Contact.Role, Company.Industry, Benefit, ContentLibrary.CaseStudy, ProposedDate, ProposedTime, Sender.Name, Sender.Title, Sender.Company, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (VO * ADMER * CR / 10,000) * ADS --- **🟨 Yield Key Drivers** Signal Relevance (SR), Conversion Rate (CR), Average Deal Size (ADS), Lead Volume (LV) --- **🟨 Yield Driver Definitions** Signal Relevance (SR) This metric assesses how closely the identified intent signals match the product or service offerings - a higher SR indicates that the intent signals are more accurately aligned with the offering. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Lead Volume (LV) This is the total number of leads available. A higher lead volume provides a larger pool from which potential customers can be nurtured and converted. --- </play>