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Solution
Our Retool developers built a comprehensive system for tracking inbound deals and managing relationships with potential founders. This solution enabled efficient management of inbound deals and talent relationships, with robust data handling and automation capabilities to support business growth and strategic decision-making.
Scope of Work
We implemented two main dashboards using Retool:
Titan Dashboard:
- Users can manually log every deal, including key details like company name, founder information, and deal status.
- Implement data validation and workflows to prevent duplicate entries and ensure data integrity.
- Allow custom views and filters to navigate and manage the deal pipeline efficiently.
PeopleFlow Talent Dashboard:
- Automate data ingestion from tools like PhantomBuster to capture LinkedIn data of potential founders.
- Create a user interface for tracking interactions and managing follow-ups with potential candidates.
- Implement workflows for automated ranking and recommendations based on predefined criteria, enhancing the efficiency of outreach efforts.
Automated Workflows and Reporting:
- Set up workflows for parsing forwarded emails, automating deal logging, and notifying stakeholders of essential updates.
- Develop dynamic reporting and visualization tools to monitor deal flow and engagement metrics, providing actionable insights for decision-making.
Technology Stack
Frontend and Dashboard Development:
- Retool: Primary platform for building both the Titan and PeopleFlow dashboards.
Data Integration and Automation:
- PhantomBuster: This is for scraping LinkedIn data and integrating it into the PeopleFlow dashboard.
- Make (Integromat): This automates workflows and integrates with various third-party services (e.g., email services, Slack).
Email and Communication Integration:
- Mailgun: For handling email parsing and automation, allowing the system to log deals and send notifications automatically.
Analytics and Reporting:
Retool Workflows and Dashboards: For dynamic reporting, data visualization, and automated insights within the Retool environment.
