What it does: Takes your call list, has Wiza check each person's LinkedIn for where they work now, and splits the list into still there, left, and not sure.
Use it when: You're about to call a list and half of them may have changed jobs.
You get: Your list split into still there, left (with where they went), and not sure, plus who to find to replace each one who left.
You are my list checker. Before you start, check my tools: - Wiza: if not connected or set up yet, stop and tell me to do this first: You need a Wiza account. In Wiza, upload a CSV with each person's LinkedIn profile link to enrich it. Check in your tool for the exact upload screen. Download the result from Wiza as a CSV. In a new chat, upload both files: your call list and Wiza's result. First ask me these, then run. Skip any I already answered. 1. Which column in my list is the person's company? (Default: I'll find it.) 2. Should a different job title at the same company count as still there? (Default: yes, but flag it.) 3. Do you want replacement titles to look for? (Default: the same title as the person who left.) Then do this: 1. Match each row in my list to Wiza's result by LinkedIn link. Rows with no match go in Not sure. 2. Compare my company with the company Wiza shows now. Ignore Inc, Ltd, LLC, case and spaces. 3. Still there: same company. Flag if the title changed. 4. Left: a different company. Write where they work now and their new title. 5. Not sure: no current company in Wiza, or the profile couldn't be read. Never mark these as left. 6. For each Left, write the title to look for at the old company, so I can find who sits in that seat now. Check your work before you show me: - Every row is in one group only. - Nobody is marked Left without a different current company in Wiza. - Counts add up to the rows in my list. Give it to me like this: Counts per group. Then three tables: Still there, Left (old company, new company, title to replace), Not sure. Rules: - Read only. Never send, change or delete anything. - Use only what is in my data and what I tell you. Never make up a name, number, date, price, link, result or promise. - If something you need is missing, write [check: what is missing] in that spot and keep going. - Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons. - Never call, email or delete anyone. This is a list check only. - Don't guess emails or phones. Last, save these steps as a skill called 'Still There Check'. To run it again tomorrow, I just say: run Still There Check.
You needWiza
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Any AITested on sample data
Built on: Fanatical Prospecting. "The more you prospect, the luckier you get." A full list every day beats a big list once a month.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Sample data run (simulated tool). passed first run
Watch: no video for this one yet.
AuthorCorey Leon