What Professionals Actually Use the Engagement Engine For

The takeaway: See what financial professionals use the Engagement Engine for.

Professionals use the Engagement Engine in different ways depending on what they need to get done. Here are some of the most common ways people use it.

1. Prospecting

Research a person, company, audience, or industry before reaching out. Find contact information for the people you want to reach and use what you learn to better understand who you're talking to and make your outreach more personal.

2. Meeting prep

Research a prospect or client before a meeting. Get familiar with their background, company, recent developments, and other information that can help you have a more informed conversation.

3. Email campaigns

Research a topic, audience, or industry to find information you can use in an email campaign. Use the research to create emails that are relevant to the people you're trying to reach.

4. Newsletters

Find topics, news, and information that are relevant to your audience and use them to create newsletters people will want to read.

5. Content creation

Use the Engagement Engine to research topics and find information for LinkedIn posts, articles, videos, and other content. Start with a topic you already have or find something relevant to your audience.

6. Client check-ins

Stay informed about the people and companies you already work with. Use recent developments and other relevant information to find reasons to check in and stay connected. Signals can help you keep up with what's happening with the people and companies you care about.

7. Niche research

Research a specific group of people, industry, or market before deciding whether to focus on it. Learn more about the people in that group, what's happening in their industry, and what matters to them.

Ready to get started?

Get started today, or talk to our team if you have questions about how the Engagement Engine can fit into your work.