💡 Pull Background Info About A Prospect

The most popular ChatGPT plugin from this weekend’s video was Clearbit - an automated way to creep on strangers on the internet. But like, for business.

Provide an email address and it’ll go fetch details like businesses they’re associated with, estimated revenue, number of employees, even the tech they use.

It’s a tool used heavily by software companies to score leads in a more automated way, because in the end we’re all just numbers in a simulation.

It’s worth noting Clearbit won’t be accurate 100% of the time - but it can be a good jumping-off point to gather more info about a lead.

The service integrates with some CRMs to pull that info automatically, but now with a free account you can pull those details via ChatGPT.

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📅 This Week

• The above stemmed from a project combing through over 800 ChatGPT plugins to pull out the 11 best plugins for accountants

• I’m headed to Xerocon today! If you’re in Sydney please say hello 👋

• Zapier released a much improved visual editor 🎉

• Receiptor launched QBO & Xero integrations to push receipts & invoices direct from an email inbox to the accounting file

• QuickBooks Connect registration is now open - come hang with me and Ryan Reynolds

• Here’s a recording of an AI talk I did with Blake Oliver on Tuesday

• My roundup of the top small accounting firm trends of 2023

😍From The Community

My private peer networking community Realize for firm leaders, now capped at 500 members. We’ll be permanently raising the price for new members in a couple weeks.

• 08/18 🍹 Community Organized Event - Virtual Happy Hour with Michael Rey

• 08/21 🕸️ Into The Chadiverse with Chad Davis

• 08/23 🌴 Take A Step Back with Geraldine Carter

• 08/24 🥸 Role Play - Match Made in Heaven with Nayo Carter-Gray

• 09/05 💘 Swiping Right - Disengagements - Graceful Endings with Kellie Parks

• 09/07 💻 Demo Day - QuickFee with Jason Staats

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