Business Answers International (BAINTL)

Client Overview

Business model: Recruiting agency (known for plastics; also supports adjacent/other industries when referred).
Primary stakeholders: Aaron, Dan.
Core platform: Loxo (ATS/CRM + Outreach + enrichment via credits).
Primary goal (near-term): Launch highly targeted MPC email campaigns in January 2026 to generate conversations/job orders.
Primary goal (long-term): Replace manual/offshore list-building + enrichment with repeatable automation (keep accuracy high).

Loxo entity language: Use People when referring to candidates + contacts together.
“Contact” = Hiring Manager. Not an all-purpose term (i.e., not “candidate or hiring manager”).
Contractor type: Not used (BAINTL does not do temp/contract placements today).
Industry taxonomy: Prefer using a sub-industry (not just broad categories like “Chemical”) except when intentionally targeting mega-companies.

Database build-out (contacts/hiring managers):
- Target: ~100+ hiring manager contacts per industry + hiring function segment.
- Inputs: LinkedIn (manual), LoxoSource, and Kelsey’s Excel-based imports (bulk).
Data enrichment + classification:
- Loxo “Self-Updating CRM” is running (enabled 2025-12-18).
- Observed updates: ~187 records updated since 2025-12-18; audit trail is limited.
- Next: add a custom AI enrichment/classification layer (waiting on Aaron’s rules/examples).
Campaign execution:
- Start small + highly targeted to prove results and earn internal buy-in (Dan is more conservative).

Project documentation / logs: Projects/Loxo CRM Management & Email Campaigns/Documents/
Project tasks: Projects/Loxo CRM Management & Email Campaigns/TODO/Action-Items.md

Note

Detailed meeting notes and activity logs belong in project documents (not this client overview file).