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Nội dung text Klatch BD Process & SOP

⚠️ DON’T SEND ANY EMAILS WITHOUT CHECKING WITH US ON TEAMS Welcome to Klatch's Business Development Internship! This guide will walk you through our process for identifying potential clients, evaluating leads, and ensuring your outreach is effective. Following these steps, you'll help Klatch connect with companies that need our data labeling, annotation, collection, and acquisition services for AI/ML, Computer Vision, and NLP projects. Let's dive in! Table of Contents Business Development Process Step 1: Research Potential Prospects What to Look For Step 2: Evaluate Leads Carefully How to Identify Relevant Executives Step 3: Distinguish Between Company Types Steps to Identify the Company Type Step 4: Prepare the Emails Step 5: Send the Emails Step 6: Update the Klatch BD Tracker Step 7: Manage Email Responses Finding Executives' Emails [YouTube Video] Using Email Finder Tools [Demonstrated in this YouTube Video] Using LinkedIn Using Company Websites Design Your Daily Workflow Business Development Process Step 1: Research Potential Prospects Your primary task is to identify and collect contact details of companies and executives who are a good fit for Klatch's services. We focus on two main categories: 1. Larger IT Services Companies ○ Focus: Companies offering Data Labeling, Annotation, Collection, or Acquisition services. US and EMEA firms are preferred. ○ Why? These companies might outsource their data-related tasks to us or collaborate on larger projects. 2. AI/ Computer Vision/ Deep Technology Product Companies ○ Focus: Companies developing AI/ML or computer vision-based products. Pick an industry like agriculture, autonomous vehicles, or healthcare, robotics etc., and search for computer vision firms. Companies that are only a

● Entry-Level Positions: Any designation, e.g., Executive, Analyst, Associate, or Supervisor, is an entry-level role and irrelevant to our outreach. How to Find Contact Details Use the following tools and techniques: ● LinkedIn (Primary Source): Search for relevant profiles using keywords like “AI,” “ML,” “Data Labeling,” “Data Annotation,” etc. ● Company Websites: Check the "Team" or "About Us" sections for executive details. ● Email-Finding Tools: Use online tools to locate an executive’s email address by providing their full name and company name. ● Email Validation Tools: Verify email addresses to ensure accuracy before outreach. ● TheOrg.com: Use this website to find relevant teams and executives. Example: https://theorg.com/org/shaip/ . ● Corporate Hierarchy Charts: Refer to Google search chart images to understand how corporate hierarchies are structured, or read this article: List of Designations in an IT Company. Important Notes: ● Be Selective: Focus only on companies working in data labeling, AI/ML, or related sectors. Avoid random IT services companies. ● Spend Your Time Wisely: Spend 95% of your daily work researching and validating leads. Once the research is done, sending emails is quick and repetitive. Step 2: Evaluate Leads Carefully Why Logical Judgment Matters It’s crucial to apply logical judgment when selecting an executive for outreach. Not every executive is a good fit for Klatch’s proposal. Here’s how to evaluate leads effectively: Avoid Targeting C-suite executives of Large Corporations ● Large organizations like Cloudfactory, Sama, Scale, or iMerit are examples where contacting the CEO or other C-suite executives is irrelevant. Why?

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