label.csv

Use cases Sales

Cold email replies

Sort replies to an outbound sequence so interested prospects and referrals get a follow-up the same day.

Columns to upload

Name the columns in your CSV like this. Extra columns are fine: every column of the row is sent with the questions.

ColumnWhat it holds
prospectProspect email
subjectSubject line of the thread
replyReply text

Questions

Each question adds a column to your file. The answer is one of the listed values, or Unsure when the model's confidence is below the cutoff: 70% for pick-one and scale questions, 80% for yes or no.

New columnQuestionPossible answers
reply_typePick oneWhat kind of reply is this?
  • interested Wants to talk, asks a question, or asks for more
  • not now Interested later, gives a later time
  • not interested Declines
  • wrong person Says someone else handles this
  • out of office An automatic away reply
  • unsubscribe Asks to be removed or to stop emailing
referralYes or noDoes the reply name another person to contact?
  • yes It names another person or gives another email address
  • no It names no one else
date_givenYes or noDoes the reply give a date or time to follow up?
  • yes It gives a date or time
  • no It gives none

Example row

ColumnValue
prospect[email protected]
subjectWine list software
replyNot me. Talk to Sam Ortiz, our beverage director, [email protected]. She's back after the 15th.

Answers from a test run on this row

ColumnAnswerConfidence
reply_typewrong person100%
referralyes99%
date_givenyes95%

More sales use cases

Use caseWhat it doesNew columns
Inbound lead qualificationScore the leads from your contact or demo form so sales calls the right ones first.request seniority fit timeline
Job title normalizationTurn the free-text job titles in a CRM or event list into department and seniority fields you can filter on.department seniority decision_maker
Deal notes risk reviewRead the notes on open deals and flag the ones at risk before the forecast call.risk objection next_step competitor_named
Company list segmentationSegment a list of prospect companies by business model and industry from their descriptions.business_model sells_to_businesses sells_alcohol
Lost deal reasonsCode the notes on lost deals into loss reasons and find the ones worth another try.reason win_back competitor_named