BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-11 12:34:40)
Context
{
"events": [
{
"id": 1625,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81529769918?pwd=MXBqRzE3NlEreFFvTFArempxeG11dz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-30T13:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23163,
"body": "Yes, I have my evenings available for meetings, so feel free to book a slot that works for you and is available on my calendar.",
"type": "email",
"title": "Front: Re: New Time Proposed: Masha Kononov and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-11-21T12:29:34.642Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23218,
"body": "Hi Masha,\n\nThank you for sending the additional information.\n\nThe proposed time works for me. Can you send the invite, please?\n\nSee you soon,\n\nKlemen",
"type": "email",
"title": "Front: Re: Follow up on next steps",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-11-30T21:35:32.985Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23450,
"body": "Hi Masha,\n\nWe searched through our database for prospects matching the customer profile we discussed earlier this week.\n\nWe found 118 companies with at least $1.9M total funding and HQ in US. Within those companies, we have 234 prospects matching positions you want to target.\n\nWith every database export we provide, there is a minimum project fee of $2,000, regardless of the size of the list. If the list would be more than 700 contacts, the fee would increase (as I mentioned to roughly $3 per contact). There are around 40 prospects matching the criteria, but it seems we don't have the right contact details for them. Happy to include them in the list within the project fee.\n\nI am not sure what part of this list overlaps with your existing list Aaron already prepared and you are not interested in.\n\nKindly let me know your thoughts on the above and if you would like to proceed with the project.\n\nFor the legal part of the arrangement, see the following\n\nWe are going to send you a part of our database containing prospects matching the customer profile we agreed on the call. As of right now, the list of prospects contains 234 emails, their owners and current position. The agreed price is $2,000.00.\n\nYou agree to use this database for your internal use only to sell your own products and services. You agree not disclose this database or any part thereof in any way to any third party. You shall not use this database to provide marketing services to third parties or any other services that might compete with services of Meetings.bio. This obligation persists for 7 years after you receive this database.\n\nI would like to stress that the database is provided as-is. Meetings.bio disclaims all warranties, both express and implied, with respect to the database, including but not limited to all implied warranties of merchantability and fitness for a particular purpose (irrespective of any previous course of dealing between the parties or custom or usage of trade), non-infringement, or any other warranties. Meetings.bio\u2019s liability for damages for any claims whatsoever arising under this agreement, and for all such claims in the aggregate regardless of the form of any claim or action, is completely excluded to the highest extent permittable by law, and shall in no event exceed the amount actually paid to Meetings.bio. Meetings.bio shall in no event be liable for any indirect, special, incidental, exemplary, punitive or consequential damages arising out of or in connection with the database, whether or not Meetings.bio has been made aware of the possibility of such damages, including but not limited to any damages resulting from loss of data or content or lost profits. Among other, we do not make any express or implied representations or warranties as to the accuracy, reliability or completeness of the provided database. Furthermore, some of these prospects might have changed jobs or were erroneously included in the database in the first place or it might be determined that they do not fit the desired profile, which you all accept. You are solely responsible to acquire and use this database and all parts thereof under laws applicable to you.\n\nPlease confirm by e-mail that all of the above is acceptable to you. After your confirmation, we will send you the agreed list of prospects and an invoice for the provided information. If you have any questions, do not hesitate to ask.",
"type": "email",
"title": "Front: Database proposal - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T11:45:34.257Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1589,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/84964885880?pwd=NlIzK3BtZzVCamwvdDNSMUUxOHdpZz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-11-28T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23497,
"body": "Hi Masha,\n\nDid you have a chance to discuss our database internally? Do you want to proceed?\n\nThanks for the feedback,\n\nKlemen",
"type": "email",
"title": "Front: Re: Database proposal - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T20:45:04.550Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23164,
"body": "Hi Masha, unfortunately, I am not available at the new time you proposed. I kindly ask you to reschedule using this link: https://calendly.com/reschedulings/8021acba-5656-42c9-97ec-47eac6de00bb\n\nSee you soon,\n\nKlemen",
"type": "email",
"title": "Front: Re: New Time Proposed: Masha Kononov and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-11-21T12:17:43.648Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23357,
"body": "Hi Jaymin, Masha, and Arron,\n\nI wish you all a lot of success in 2024.\n\nDid you have a chance to discuss a potential collaboration? If you have any questions or need further clarification, I'm here to help.\n\nLooking forward to your thoughts and the opportunity to work together.",
"type": "email",
"title": "Front: Re: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:55:57Z",
"message_id": null,
"recipients": [
"masha.kononov@ingenza.com, jaymin.amin@ingenza.com, arron.cornall@ingenza.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23225,
"body": "Yes, that works, thanks",
"type": "email",
"title": "Front: Re: Follow up on next steps",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-04T09:59:13.261Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23416,
"body": "Hi Masha,\n\nCurious to hear an update from your side. Did you make any decisions at the BD meeting?",
"type": "email",
"title": "Front: Re: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:52:45.076Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23264,
"body": "Hi Jaymin, Masha, and Arron,\n\nThank you for your time.\n\nAs discussed, I see 3 arrangements\n\n1) Full services that get you meetings\n\nAttached is an overview of the service. Here we have the per-meeting model with the following fees:\n\n* $600 for every initial meeting you have with companies below 1,000 employees * $1,000 for companies with >1,000 employees\n\n2) Non-negative response handover\n\nIn that case, we would run campaign, but as soon as we get a non-negative response from a prospect we hand it over to you. The fee structure in that case is:\n\n* For companies with up to 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $400 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $200 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $100 * For companies above 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $600 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $250 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $150\n\n3) Database\n\nIn that case, we provide you with a sheet of relevant prospects matching your target audience. It is a project fee that is based on the number of prospects we find. It is roughly $3/contact.\n\nLet me know if you have any questions about the potential models described above.\n\nI look forward to hearing back from you. Arron and Masha, have a great time in Scotland.\n\nKlemen",
"type": "email",
"title": "Front: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-13T11:03:18.565Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23423,
"body": "Hi Masha,\n\nNice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.\n\nHow about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min\n\nIf we don't find a good time, I can try to move around a few things for Thursday morning your time next week.",
"type": "email",
"title": "Front: Re: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-23T22:56:10.495Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Ingenza",
"prospects": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": [
{
"name": "Ingenza",
"domains": [
"ingenza.com"
],
"industry": "PHARMACEUTICALS",
"description": "Ingenza is a biotechnology company specializing in the design, development, and manufacture of diverse, high-value industrial products and therapeutic proteins. They engineer biological systems to create a wide range of products, including therapeutics..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": [
{
"name": "Ingenza",
"domains": [
"ingenza.com"
],
"industry": "PHARMACEUTICALS",
"description": "Ingenza is a biotechnology company specializing in the design, development, and manufacture of diverse, high-value industrial products and therapeutic proteins. They engineer biological systems to create a wide range of products, including therapeutics..."
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Ingenza",
"domains": [
"ingenza.com"
],
"industry": "PHARMACEUTICALS",
"description": "Ingenza is a biotechnology company specializing in the design, development, and manufacture of diverse, high-value industrial products and therapeutic proteins. They engineer biological systems to create a wide range of products, including therapeutics..."
}
}
Entity
{
"id": 32005,
"deal": {
"id": 532,
"name": "Ingenza",
"owner": 2,
"stage": 7,
"public_id": "11db75e4-937f-4cd7-a858-40adf532bee8",
"external_id": "16185541545",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "EXPLORATORY",
"pipeline_stage_binary": [
"LEAD",
"EXPLORATORY",
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1103,
"events_hash": "4153171723e4d351057870dd56c86832107a4f94",
"fingerprint": {
"events": "4153171723e4d351057870dd56c86832107a4f94",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "54d607ad3604d378c43431611547982c3dc2b89d",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 GPT_4' at cost $0.0733 (at 2024-04-11 12:34:40)
Prompt
{
"model": "gpt-4-0125-preview",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-11 12:34:40.733861."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: masha.kononov@ingenza.com, jaymin.amin@ingenza.com, arron.cornall@ingenza.com\nTIME: 2024-01-09 07:55:57+00:00\n\nBODY:\n\nHi Jaymin, Masha, and Arron,\n\nI wish you all a lot of success in 2024.\n\nDid you have a chance to discuss a potential collaboration? If you have any questions or need further clarification, I'm here to help.\n\nLooking forward to your thoughts and the opportunity to work together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Follow up on next steps\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-04 09:59:13.261000+00:00\n\nBODY:\n\nYes, that works, thanks\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:52:45.076000+00:00\n\nBODY:\n\nHi Masha,\n\nCurious to hear an update from your side. Did you make any decisions at the BD meeting?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-13 11:03:18.565000+00:00\n\nBODY:\n\nHi Jaymin, Masha, and Arron,\n\nThank you for your time.\n\nAs discussed, I see 3 arrangements\n\n1) Full services that get you meetings\n\nAttached is an overview of the service. Here we have the per-meeting model with the following fees:\n\n* $600 for every initial meeting you have with companies below 1,000 employees * $1,000 for companies with >1,000 employees\n\n2) Non-negative response handover\n\nIn that case, we would run campaign, but as soon as we get a non-negative response from a prospect we hand it over to you. The fee structure in that case is:\n\n* For companies with up to 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $400 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $200 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $100 * For companies above 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $600 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $250 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $150\n\n3) Database\n\nIn that case, we provide you with a sheet of relevant prospects matching your target audience. It is a project fee that is based on the number of prospects we find. It is roughly $3/contact.\n\nLet me know if you have any questions about the potential models described above.\n\nI look forward to hearing back from you. Arron and Masha, have a great time in Scotland.\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-23 22:56:10.495000+00:00\n\nBODY:\n\nHi Masha,\n\nNice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.\n\nHow about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min\n\nIf we don't find a good time, I can try to move around a few things for Thursday morning your time next week.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-23 22:56:10.495000+00:00\n\nBODY:\n\nHi Masha,\n\nNice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.\n\nHow about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min\n\nIf we don't find a good time, I can try to move around a few things for Thursday morning your time next week.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Ingenza\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Masha Kononov\nPROSPECT COMPANY: Ingenza"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
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}
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: masha.kononov@ingenza.com, jaymin.amin@ingenza.com, arron.cornall@ingenza.com
TIME: 2024-01-09 07:55:57+00:00
BODY:
Hi Jaymin, Masha, and Arron,
I wish you all a lot of success in 2024.
Did you have a chance to discuss a potential collaboration? If you have any questions or need further clarification, I'm here to help.
Looking forward to your thoughts and the opportunity to work together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Follow up on next steps
SENDERS: klemen@meetings.bio
TIME: 2023-12-04 09:59:13.261000+00:00
BODY:
Yes, that works, thanks
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:52:45.076000+00:00
BODY:
Hi Masha,
Curious to hear an update from your side. Did you make any decisions at the BD meeting?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-13 11:03:18.565000+00:00
BODY:
Hi Jaymin, Masha, and Arron,
Thank you for your time.
As discussed, I see 3 arrangements
1) Full services that get you meetings
Attached is an overview of the service. Here we have the per-meeting model with the following fees:
* $600 for every initial meeting you have with companies below 1,000 employees * $1,000 for companies with >1,000 employees
2) Non-negative response handover
In that case, we would run campaign, but as soon as we get a non-negative response from a prospect we hand it over to you. The fee structure in that case is:
* For companies with up to 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $400 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $200 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $100 * For companies above 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $600 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $250 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $150
3) Database
In that case, we provide you with a sheet of relevant prospects matching your target audience. It is a project fee that is based on the number of prospects we find. It is roughly $3/contact.
Let me know if you have any questions about the potential models described above.
I look forward to hearing back from you. Arron and Masha, have a great time in Scotland.
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-23 22:56:10.495000+00:00
BODY:
Hi Masha,
Nice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.
How about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min
If we don't find a good time, I can try to move around a few things for Thursday morning your time next week.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-23 22:56:10.495000+00:00
BODY:
Hi Masha,
Nice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.
How about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min
If we don't find a good time, I can try to move around a few things for Thursday morning your time next week.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Ingenza
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Masha Kononov
PROSPECT COMPANY: Ingenza
Response
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"arguments": "{\"subject_line\":\"Availability for a Meeting Next Week?\",\"recipients\":[\"masha.kononov@ingenza.com\"],\"greeting\":\"Hi Masha,\",\"opening_line\":\"I hope you're finding a good moment to review our last discussion.\",\"body\":\"It seems we haven't finalized a time for our next meeting. I suggested next Tuesday or Thursday morning your time, alongside a link to my calendar for easier scheduling. Your feedback on this or any alternative suggestions would be greatly appreciated, as it will help us move forward with discussing potential collaboration opportunities.\",\"closing\":\"Looking forward to your reply.\",\"signature\":\"Best, Klemen\"}"
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"created": 1712838881,
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END ACTION (at 2024-04-11 12:34:47)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-11 12:40:46)
Context
{
"events": [
{
"id": 1625,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81529769918?pwd=MXBqRzE3NlEreFFvTFArempxeG11dz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-30T13:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23163,
"body": "Yes, I have my evenings available for meetings, so feel free to book a slot that works for you and is available on my calendar.",
"type": "email",
"title": "Front: Re: New Time Proposed: Masha Kononov and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-11-21T12:29:34.642Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23218,
"body": "Hi Masha,\n\nThank you for sending the additional information.\n\nThe proposed time works for me. Can you send the invite, please?\n\nSee you soon,\n\nKlemen",
"type": "email",
"title": "Front: Re: Follow up on next steps",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-11-30T21:35:32.985Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23450,
"body": "Hi Masha,\n\nWe searched through our database for prospects matching the customer profile we discussed earlier this week.\n\nWe found 118 companies with at least $1.9M total funding and HQ in US. Within those companies, we have 234 prospects matching positions you want to target.\n\nWith every database export we provide, there is a minimum project fee of $2,000, regardless of the size of the list. If the list would be more than 700 contacts, the fee would increase (as I mentioned to roughly $3 per contact). There are around 40 prospects matching the criteria, but it seems we don't have the right contact details for them. Happy to include them in the list within the project fee.\n\nI am not sure what part of this list overlaps with your existing list Aaron already prepared and you are not interested in.\n\nKindly let me know your thoughts on the above and if you would like to proceed with the project.\n\nFor the legal part of the arrangement, see the following\n\nWe are going to send you a part of our database containing prospects matching the customer profile we agreed on the call. As of right now, the list of prospects contains 234 emails, their owners and current position. The agreed price is $2,000.00.\n\nYou agree to use this database for your internal use only to sell your own products and services. You agree not disclose this database or any part thereof in any way to any third party. You shall not use this database to provide marketing services to third parties or any other services that might compete with services of Meetings.bio. This obligation persists for 7 years after you receive this database.\n\nI would like to stress that the database is provided as-is. Meetings.bio disclaims all warranties, both express and implied, with respect to the database, including but not limited to all implied warranties of merchantability and fitness for a particular purpose (irrespective of any previous course of dealing between the parties or custom or usage of trade), non-infringement, or any other warranties. Meetings.bio\u2019s liability for damages for any claims whatsoever arising under this agreement, and for all such claims in the aggregate regardless of the form of any claim or action, is completely excluded to the highest extent permittable by law, and shall in no event exceed the amount actually paid to Meetings.bio. Meetings.bio shall in no event be liable for any indirect, special, incidental, exemplary, punitive or consequential damages arising out of or in connection with the database, whether or not Meetings.bio has been made aware of the possibility of such damages, including but not limited to any damages resulting from loss of data or content or lost profits. Among other, we do not make any express or implied representations or warranties as to the accuracy, reliability or completeness of the provided database. Furthermore, some of these prospects might have changed jobs or were erroneously included in the database in the first place or it might be determined that they do not fit the desired profile, which you all accept. You are solely responsible to acquire and use this database and all parts thereof under laws applicable to you.\n\nPlease confirm by e-mail that all of the above is acceptable to you. After your confirmation, we will send you the agreed list of prospects and an invoice for the provided information. If you have any questions, do not hesitate to ask.",
"type": "email",
"title": "Front: Database proposal - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T11:45:34.257Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1589,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/84964885880?pwd=NlIzK3BtZzVCamwvdDNSMUUxOHdpZz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-11-28T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23497,
"body": "Hi Masha,\n\nDid you have a chance to discuss our database internally? Do you want to proceed?\n\nThanks for the feedback,\n\nKlemen",
"type": "email",
"title": "Front: Re: Database proposal - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T20:45:04.550Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23164,
"body": "Hi Masha, unfortunately, I am not available at the new time you proposed. I kindly ask you to reschedule using this link: https://calendly.com/reschedulings/8021acba-5656-42c9-97ec-47eac6de00bb\n\nSee you soon,\n\nKlemen",
"type": "email",
"title": "Front: Re: New Time Proposed: Masha Kononov and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-11-21T12:17:43.648Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
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},
{
"id": 23357,
"body": "Hi Jaymin, Masha, and Arron,\n\nI wish you all a lot of success in 2024.\n\nDid you have a chance to discuss a potential collaboration? If you have any questions or need further clarification, I'm here to help.\n\nLooking forward to your thoughts and the opportunity to work together.",
"type": "email",
"title": "Front: Re: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:55:57Z",
"message_id": null,
"recipients": [
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],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23225,
"body": "Yes, that works, thanks",
"type": "email",
"title": "Front: Re: Follow up on next steps",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
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],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-04T09:59:13.261Z",
"message_id": null,
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},
{
"id": 23416,
"body": "Hi Masha,\n\nCurious to hear an update from your side. Did you make any decisions at the BD meeting?",
"type": "email",
"title": "Front: Re: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
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],
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"last_name": "Kononov ",
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}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:52:45.076Z",
"message_id": null,
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},
{
"id": 23264,
"body": "Hi Jaymin, Masha, and Arron,\n\nThank you for your time.\n\nAs discussed, I see 3 arrangements\n\n1) Full services that get you meetings\n\nAttached is an overview of the service. Here we have the per-meeting model with the following fees:\n\n* $600 for every initial meeting you have with companies below 1,000 employees * $1,000 for companies with >1,000 employees\n\n2) Non-negative response handover\n\nIn that case, we would run campaign, but as soon as we get a non-negative response from a prospect we hand it over to you. The fee structure in that case is:\n\n* For companies with up to 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $400 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $200 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $100 * For companies above 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $600 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $250 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $150\n\n3) Database\n\nIn that case, we provide you with a sheet of relevant prospects matching your target audience. It is a project fee that is based on the number of prospects we find. It is roughly $3/contact.\n\nLet me know if you have any questions about the potential models described above.\n\nI look forward to hearing back from you. Arron and Masha, have a great time in Scotland.\n\nKlemen",
"type": "email",
"title": "Front: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
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"last_name": "Kononov ",
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}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-13T11:03:18.565Z",
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},
{
"id": 23423,
"body": "Hi Masha,\n\nNice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.\n\nHow about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min\n\nIf we don't find a good time, I can try to move around a few things for Thursday morning your time next week.",
"type": "email",
"title": "Front: Re: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-23T22:56:10.495Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Ingenza",
"prospects": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": [
{
"name": "Ingenza",
"domains": [
"ingenza.com"
],
"industry": "PHARMACEUTICALS",
"description": "Ingenza is a biotechnology company specializing in the design, development, and manufacture of diverse, high-value industrial products and therapeutic proteins. They engineer biological systems to create a wide range of products, including therapeutics..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": [
{
"name": "Ingenza",
"domains": [
"ingenza.com"
],
"industry": "PHARMACEUTICALS",
"description": "Ingenza is a biotechnology company specializing in the design, development, and manufacture of diverse, high-value industrial products and therapeutic proteins. They engineer biological systems to create a wide range of products, including therapeutics..."
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Ingenza",
"domains": [
"ingenza.com"
],
"industry": "PHARMACEUTICALS",
"description": "Ingenza is a biotechnology company specializing in the design, development, and manufacture of diverse, high-value industrial products and therapeutic proteins. They engineer biological systems to create a wide range of products, including therapeutics..."
}
}
Entity
{
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"deal": {
"id": 532,
"name": "Ingenza",
"owner": 2,
"stage": 7,
"public_id": "11db75e4-937f-4cd7-a858-40adf532bee8",
"external_id": "16185541545",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "EXPLORATORY",
"pipeline_stage_binary": [
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"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1127,
"events_hash": "4153171723e4d351057870dd56c86832107a4f94",
"fingerprint": {
"events": "4153171723e4d351057870dd56c86832107a4f94",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "54d607ad3604d378c43431611547982c3dc2b89d",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 CLAUDE_3_SONNET' at cost $0.0120 (at 2024-04-11 12:40:46)
Prompt
{
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"messages": [
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"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-11 12:40:46.083081."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: masha.kononov@ingenza.com, jaymin.amin@ingenza.com, arron.cornall@ingenza.com\nTIME: 2024-01-09 07:55:57+00:00\n\nBODY:\n\nHi Jaymin, Masha, and Arron,\n\nI wish you all a lot of success in 2024.\n\nDid you have a chance to discuss a potential collaboration? If you have any questions or need further clarification, I'm here to help.\n\nLooking forward to your thoughts and the opportunity to work together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Follow up on next steps\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-04 09:59:13.261000+00:00\n\nBODY:\n\nYes, that works, thanks\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:52:45.076000+00:00\n\nBODY:\n\nHi Masha,\n\nCurious to hear an update from your side. Did you make any decisions at the BD meeting?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-13 11:03:18.565000+00:00\n\nBODY:\n\nHi Jaymin, Masha, and Arron,\n\nThank you for your time.\n\nAs discussed, I see 3 arrangements\n\n1) Full services that get you meetings\n\nAttached is an overview of the service. Here we have the per-meeting model with the following fees:\n\n* $600 for every initial meeting you have with companies below 1,000 employees * $1,000 for companies with >1,000 employees\n\n2) Non-negative response handover\n\nIn that case, we would run campaign, but as soon as we get a non-negative response from a prospect we hand it over to you. The fee structure in that case is:\n\n* For companies with up to 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $400 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $200 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $100 * For companies above 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $600 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $250 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $150\n\n3) Database\n\nIn that case, we provide you with a sheet of relevant prospects matching your target audience. It is a project fee that is based on the number of prospects we find. It is roughly $3/contact.\n\nLet me know if you have any questions about the potential models described above.\n\nI look forward to hearing back from you. Arron and Masha, have a great time in Scotland.\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-23 22:56:10.495000+00:00\n\nBODY:\n\nHi Masha,\n\nNice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.\n\nHow about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min\n\nIf we don't find a good time, I can try to move around a few things for Thursday morning your time next week.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-23 22:56:10.495000+00:00\n\nBODY:\n\nHi Masha,\n\nNice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.\n\nHow about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min\n\nIf we don't find a good time, I can try to move around a few things for Thursday morning your time next week.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Ingenza\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Masha Kononov\nPROSPECT COMPANY: Ingenza"
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Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: masha.kononov@ingenza.com, jaymin.amin@ingenza.com, arron.cornall@ingenza.com
TIME: 2024-01-09 07:55:57+00:00
BODY:
Hi Jaymin, Masha, and Arron,
I wish you all a lot of success in 2024.
Did you have a chance to discuss a potential collaboration? If you have any questions or need further clarification, I'm here to help.
Looking forward to your thoughts and the opportunity to work together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Follow up on next steps
SENDERS: klemen@meetings.bio
TIME: 2023-12-04 09:59:13.261000+00:00
BODY:
Yes, that works, thanks
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:52:45.076000+00:00
BODY:
Hi Masha,
Curious to hear an update from your side. Did you make any decisions at the BD meeting?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-13 11:03:18.565000+00:00
BODY:
Hi Jaymin, Masha, and Arron,
Thank you for your time.
As discussed, I see 3 arrangements
1) Full services that get you meetings
Attached is an overview of the service. Here we have the per-meeting model with the following fees:
* $600 for every initial meeting you have with companies below 1,000 employees * $1,000 for companies with >1,000 employees
2) Non-negative response handover
In that case, we would run campaign, but as soon as we get a non-negative response from a prospect we hand it over to you. The fee structure in that case is:
* For companies with up to 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $400 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $200 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $100 * For companies above 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $600 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $250 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $150
3) Database
In that case, we provide you with a sheet of relevant prospects matching your target audience. It is a project fee that is based on the number of prospects we find. It is roughly $3/contact.
Let me know if you have any questions about the potential models described above.
I look forward to hearing back from you. Arron and Masha, have a great time in Scotland.
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-23 22:56:10.495000+00:00
BODY:
Hi Masha,
Nice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.
How about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min
If we don't find a good time, I can try to move around a few things for Thursday morning your time next week.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-23 22:56:10.495000+00:00
BODY:
Hi Masha,
Nice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.
How about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min
If we don't find a good time, I can try to move around a few things for Thursday morning your time next week.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Ingenza
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Masha Kononov
PROSPECT COMPANY: Ingenza
Response
{
"id": "msg_016Uv2BbdcZ5D4MR5D3HK45U",
"model": "claude-3-sonnet-20240229",
"usage": {
"total_tokens": 2907,
"prompt_tokens": 2630,
"completion_tokens": 277
},
"object": "chat.completion",
"choices": [
{
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"message": {
"role": "assistant",
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"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Following up on potential collaboration\", \"recipients\": \"masha.kononov@ingenza.com\", \"greeting\": \"Hi Masha,\", \"opening_line\": \"I wanted to circle back on the discussion we had last month.\", \"body\": \"As mentioned earlier, I'm happy to explore different models of engagement that could accelerate your business development efforts. Please let me know if you have had a chance to discuss internally and if you would like me to provide any additional details on the proposed arrangements. I'm available to discuss further and address any questions you might have.\", \"closing\": \"I look forward to hearing from you soon.\", \"signature\": \"Best, Klemen\"}"
}
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"created": 1712839253
}
END ACTION (at 2024-04-11 12:40:53)
BEGIN ACTION in CREATE_TASK_FOR_DEFAULT_REMINDER (at 2024-04-11 12:59:27)
Context
{
"events": [
{
"id": 1625,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/81529769918?pwd=MXBqRzE3NlEreFFvTFArempxeG11dz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2024-01-30T13:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23163,
"body": "Yes, I have my evenings available for meetings, so feel free to book a slot that works for you and is available on my calendar.",
"type": "email",
"title": "Front: Re: New Time Proposed: Masha Kononov and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-11-21T12:29:34.642Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23218,
"body": "Hi Masha,\n\nThank you for sending the additional information.\n\nThe proposed time works for me. Can you send the invite, please?\n\nSee you soon,\n\nKlemen",
"type": "email",
"title": "Front: Re: Follow up on next steps",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-11-30T21:35:32.985Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23450,
"body": "Hi Masha,\n\nWe searched through our database for prospects matching the customer profile we discussed earlier this week.\n\nWe found 118 companies with at least $1.9M total funding and HQ in US. Within those companies, we have 234 prospects matching positions you want to target.\n\nWith every database export we provide, there is a minimum project fee of $2,000, regardless of the size of the list. If the list would be more than 700 contacts, the fee would increase (as I mentioned to roughly $3 per contact). There are around 40 prospects matching the criteria, but it seems we don't have the right contact details for them. Happy to include them in the list within the project fee.\n\nI am not sure what part of this list overlaps with your existing list Aaron already prepared and you are not interested in.\n\nKindly let me know your thoughts on the above and if you would like to proceed with the project.\n\nFor the legal part of the arrangement, see the following\n\nWe are going to send you a part of our database containing prospects matching the customer profile we agreed on the call. As of right now, the list of prospects contains 234 emails, their owners and current position. The agreed price is $2,000.00.\n\nYou agree to use this database for your internal use only to sell your own products and services. You agree not disclose this database or any part thereof in any way to any third party. You shall not use this database to provide marketing services to third parties or any other services that might compete with services of Meetings.bio. This obligation persists for 7 years after you receive this database.\n\nI would like to stress that the database is provided as-is. Meetings.bio disclaims all warranties, both express and implied, with respect to the database, including but not limited to all implied warranties of merchantability and fitness for a particular purpose (irrespective of any previous course of dealing between the parties or custom or usage of trade), non-infringement, or any other warranties. Meetings.bio\u2019s liability for damages for any claims whatsoever arising under this agreement, and for all such claims in the aggregate regardless of the form of any claim or action, is completely excluded to the highest extent permittable by law, and shall in no event exceed the amount actually paid to Meetings.bio. Meetings.bio shall in no event be liable for any indirect, special, incidental, exemplary, punitive or consequential damages arising out of or in connection with the database, whether or not Meetings.bio has been made aware of the possibility of such damages, including but not limited to any damages resulting from loss of data or content or lost profits. Among other, we do not make any express or implied representations or warranties as to the accuracy, reliability or completeness of the provided database. Furthermore, some of these prospects might have changed jobs or were erroneously included in the database in the first place or it might be determined that they do not fit the desired profile, which you all accept. You are solely responsible to acquire and use this database and all parts thereof under laws applicable to you.\n\nPlease confirm by e-mail that all of the above is acceptable to you. After your confirmation, we will send you the agreed list of prospects and an invoice for the provided information. If you have any questions, do not hesitate to ask.",
"type": "email",
"title": "Front: Database proposal - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-02T11:45:34.257Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 1589,
"body": "<strong>Location: </strong>https://us02web.zoom.us/j/84964885880?pwd=NlIzK3BtZzVCamwvdDNSMUUxOHdpZz09</br></br><strong>Contact's Time Zone: </strong>Eastern Time - US & Canada</br></br>",
"type": "meeting",
"title": "Calendly: Intro to Meetings.bio",
"sender": null,
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.BIDIRECTIONAL",
"timestamp": "2023-11-28T20:00:00Z",
"message_id": null,
"recipients": null,
"cc_recipients": null,
"bcc_recipients": null
},
{
"id": 23497,
"body": "Hi Masha,\n\nDid you have a chance to discuss our database internally? Do you want to proceed?\n\nThanks for the feedback,\n\nKlemen",
"type": "email",
"title": "Front: Re: Database proposal - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-02-20T20:45:04.550Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23164,
"body": "Hi Masha, unfortunately, I am not available at the new time you proposed. I kindly ask you to reschedule using this link: https://calendly.com/reschedulings/8021acba-5656-42c9-97ec-47eac6de00bb\n\nSee you soon,\n\nKlemen",
"type": "email",
"title": "Front: Re: New Time Proposed: Masha Kononov and Klemen at Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-11-21T12:17:43.648Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23357,
"body": "Hi Jaymin, Masha, and Arron,\n\nI wish you all a lot of success in 2024.\n\nDid you have a chance to discuss a potential collaboration? If you have any questions or need further clarification, I'm here to help.\n\nLooking forward to your thoughts and the opportunity to work together.",
"type": "email",
"title": "Front: Re: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-09T07:55:57Z",
"message_id": null,
"recipients": [
"masha.kononov@ingenza.com, jaymin.amin@ingenza.com, arron.cornall@ingenza.com"
],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23225,
"body": "Yes, that works, thanks",
"type": "email",
"title": "Front: Re: Follow up on next steps",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-04T09:59:13.261Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23416,
"body": "Hi Masha,\n\nCurious to hear an update from your side. Did you make any decisions at the BD meeting?",
"type": "email",
"title": "Front: Re: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-22T22:52:45.076Z",
"message_id": null,
"recipients": [],
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},
{
"id": 23264,
"body": "Hi Jaymin, Masha, and Arron,\n\nThank you for your time.\n\nAs discussed, I see 3 arrangements\n\n1) Full services that get you meetings\n\nAttached is an overview of the service. Here we have the per-meeting model with the following fees:\n\n* $600 for every initial meeting you have with companies below 1,000 employees * $1,000 for companies with >1,000 employees\n\n2) Non-negative response handover\n\nIn that case, we would run campaign, but as soon as we get a non-negative response from a prospect we hand it over to you. The fee structure in that case is:\n\n* For companies with up to 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $400 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $200 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $100 * For companies above 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $600 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $250 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $150\n\n3) Database\n\nIn that case, we provide you with a sheet of relevant prospects matching your target audience. It is a project fee that is based on the number of prospects we find. It is roughly $3/contact.\n\nLet me know if you have any questions about the potential models described above.\n\nI look forward to hearing back from you. Arron and Masha, have a great time in Scotland.\n\nKlemen",
"type": "email",
"title": "Front: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2023-12-13T11:03:18.565Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
},
{
"id": 23423,
"body": "Hi Masha,\n\nNice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.\n\nHow about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min\n\nIf we don't find a good time, I can try to move around a few things for Thursday morning your time next week.",
"type": "email",
"title": "Front: Re: Discussion follow up - Meetings.bio",
"sender": "klemen@meetings.bio",
"persons": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": []
}
],
"direction": "EventDirection.OUTBOUND",
"timestamp": "2024-01-23T22:56:10.495Z",
"message_id": null,
"recipients": [],
"cc_recipients": [],
"bcc_recipients": []
}
],
"offering": null,
"deal_name": "Ingenza",
"prospects": [
{
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": [
{
"name": "Ingenza",
"domains": [
"ingenza.com"
],
"industry": "PHARMACEUTICALS",
"description": "Ingenza is a biotechnology company specializing in the design, development, and manufacture of diverse, high-value industrial products and therapeutic proteins. They engineer biological systems to create a wide range of products, including therapeutics..."
}
]
}
],
"deal_owner_email": "klemen@meetings.bio",
"primary_prospect": {
"emails": [
"masha.kononov@ingenza.com"
],
"full_name": "Masha Kononov",
"last_name": "Kononov ",
"first_name": "Masha",
"organizations": [
{
"name": "Ingenza",
"domains": [
"ingenza.com"
],
"industry": "PHARMACEUTICALS",
"description": "Ingenza is a biotechnology company specializing in the design, development, and manufacture of diverse, high-value industrial products and therapeutic proteins. They engineer biological systems to create a wide range of products, including therapeutics..."
}
]
},
"deal_owner_full_name": "Klemen Hrovat",
"deal_owner_last_name": "Hrovat",
"deal_owner_first_name": "Klemen",
"deal_owner_customer_name": "Meetings.bio",
"deal_owner_customer_domain": "meetings.bio",
"primary_prospect_organization": {
"name": "Ingenza",
"domains": [
"ingenza.com"
],
"industry": "PHARMACEUTICALS",
"description": "Ingenza is a biotechnology company specializing in the design, development, and manufacture of diverse, high-value industrial products and therapeutic proteins. They engineer biological systems to create a wide range of products, including therapeutics..."
}
}
Entity
{
"id": 32005,
"deal": {
"id": 532,
"name": "Ingenza",
"owner": 2,
"stage": 7,
"public_id": "11db75e4-937f-4cd7-a858-40adf532bee8",
"external_id": "16185541545",
"last_modified_in_crm": null
},
"vars": {
"pipeline_stage": "EXPLORATORY",
"pipeline_stage_binary": [
"LEAD",
"EXPLORATORY",
"CLOSING"
]
},
"state": "CREATE_TASK_FOR_DEFAULT_REMINDER",
"status": "IN_PROGRESS",
"next_task": 1150,
"events_hash": "4153171723e4d351057870dd56c86832107a4f94",
"fingerprint": {
"events": "4153171723e4d351057870dd56c86832107a4f94",
"offering": "2ef87dc4b9c9e813e0e0433d7547e6b7541d95f5",
"prospect": "54d607ad3604d378c43431611547982c3dc2b89d",
"deal_owner": "ec6bf4d5effdd54ce2a619ab6b933981f503e715"
},
"next_task_key": null
}
--- MODEL INVOCATION 'generate_reminder_email 0 CLAUDE_3_OPUS' at cost $0.0875 (at 2024-04-11 12:59:27)
Prompt
{
"model": "claude-3-opus-20240229",
"messages": [
{
"role": "system",
"content": "The user will provide text that you need to parse into a structured form.\nTo validate your response, you must call the `format_response` function.\nUse the provided text and context to extract, deduce, or infer\nany parameters needed by `format_response`, including any missing data.\n\nAlso note that: You are a professional sales email writer. Your task is to write a follow-up email. This email will be sent by the seller Klemen Hrovat from Meetings.bio. Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. The email needs to have the following components:\n\n* subject_line - Email subject line. Short and to the point.\n\n* recipients - List of recipients of this email. Be careful to only include the recipients (or one single recipient) with which you were communicating in the last email exchanges. Do not add other recipients if not explicitly requested or required.\n\n* greeting - Salutation. Greets the recipients of this email. It is important to inspect the past conversation and address the recipients in a similar manner when it comes to the register. Consider only short greetings like \"Hi (recipient's first name),\" or \"Dear Dr. (recipient's surname),\" depending on the chosen register.\n\n* opening_line - The opening line of the email. It should be a continuation of the greeting and should be a short sentence that leads to the body of the email. The opening line should be between 10 and 20 words.\n\n\n* body - The body of the email. To write the body, follow these rules:\n - Needs to remind your prospect (buyer) to respond to your last enquiry.\n - Be mindful of the fact that Klemen Hrovat has already reached out to the prospect but has not heard back. \n - If you do need to mention the date of the last communication event, do not mention it explicitly, use relative time instead (last week, yesterday, two days ago...). \n - Do **NOT** start the body with \"I hope this email finds you well\", \"We haven't had a chance to connect\", \"I haven't heard from you\", \"touching base\", \"just checking in\", \"wanted to circle back\", and similar email openings as they provide no value to the recipient. Simply start with the point, do not include any uninformative opening sentence. \n - Do not start the first sentence with \"Following our last conversation\" or a something similar. Simply omit this part and go straight to the point.\n - Do not include any opening or closing statements in the body. Limit the body only to informative and to the point content. \n - Mimic the register from the past conversation. \n - Do not repeat information or courtesy sentences from the previous emails. \n - The length of the body should be between 50 and 120 words. \n - Go straight to the point without too much fluff, but keep it kind and polite.\n\n* closing - A courtesy closing statement. Tell the recipient that you are looking forward to their reply. Keep it very short, one short sentence only.\n\n* signature - Sender's signature. Only include a very basic farewell-line like \"Thanks, Klemen\", \"Best, Klemen\", \"Regards, Klemen\". Do NOT generate full Klemen Hrovat's signature.\n\n--\n\nALSO IMPORTANT:\n\n* Carefully examine the last communication event from the prospect (buyer) and the last communication event from the seller. These two events will give you the most relevant information on how to write your email.\n* Do not repeat information or courtesy sentences from the previous emails that the seller has already sent. For example, if the seller already expressed best new year's wishes in the previous email, do not repeat them in this email.\n* The email content needs to be in the same language as the rest of the communication in the context.\n\n\nThe following is the correspondence between the buyer and the seller. The last event in this list is the latest one. The latest event is probably the most important one for making a decision.\n\n\n\nYou have been provided the following context to perform your task:\n - The current time is 2024-04-11 12:59:27.164584."
},
{
"role": "user",
"content": "The text to parse:\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nRECIPIENTS: masha.kononov@ingenza.com, jaymin.amin@ingenza.com, arron.cornall@ingenza.com\nTIME: 2024-01-09 07:55:57+00:00\n\nBODY:\n\nHi Jaymin, Masha, and Arron,\n\nI wish you all a lot of success in 2024.\n\nDid you have a chance to discuss a potential collaboration? If you have any questions or need further clarification, I'm here to help.\n\nLooking forward to your thoughts and the opportunity to work together.\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Follow up on next steps\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-04 09:59:13.261000+00:00\n\nBODY:\n\nYes, that works, thanks\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-22 22:52:45.076000+00:00\n\nBODY:\n\nHi Masha,\n\nCurious to hear an update from your side. Did you make any decisions at the BD meeting?\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2023-12-13 11:03:18.565000+00:00\n\nBODY:\n\nHi Jaymin, Masha, and Arron,\n\nThank you for your time.\n\nAs discussed, I see 3 arrangements\n\n1) Full services that get you meetings\n\nAttached is an overview of the service. Here we have the per-meeting model with the following fees:\n\n* $600 for every initial meeting you have with companies below 1,000 employees * $1,000 for companies with >1,000 employees\n\n2) Non-negative response handover\n\nIn that case, we would run campaign, but as soon as we get a non-negative response from a prospect we hand it over to you. The fee structure in that case is:\n\n* For companies with up to 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $400 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $200 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $100 * For companies above 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $600 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $250 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $150\n\n3) Database\n\nIn that case, we provide you with a sheet of relevant prospects matching your target audience. It is a project fee that is based on the number of prospects we find. It is roughly $3/contact.\n\nLet me know if you have any questions about the potential models described above.\n\nI look forward to hearing back from you. Arron and Masha, have a great time in Scotland.\n\nKlemen\n\n-- END OF MESSAGE --\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-23 22:56:10.495000+00:00\n\nBODY:\n\nHi Masha,\n\nNice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.\n\nHow about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min\n\nIf we don't find a good time, I can try to move around a few things for Thursday morning your time next week.\n\n-- END OF MESSAGE --\n\n-=-\n\nTo avoid any doubt, this is the LAST EVENT:\n\nEVENT TYPE: email (Outbound)\nSUBJECT: Front: Re: Discussion follow up - Meetings.bio\nSENDERS: klemen@meetings.bio\nTIME: 2024-01-23 22:56:10.495000+00:00\n\nBODY:\n\nHi Masha,\n\nNice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.\n\nHow about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min\n\nIf we don't find a good time, I can try to move around a few things for Thursday morning your time next week.\n\n-- END OF MESSAGE --\n\n-=-\n\nADDITIONAL CONTEXT:\n\nDEAL NAME: Ingenza\nOFFERING: None\nDEAL OWNER: Klemen Hrovat\nDEAL OWNER EMAIL: klemen@meetings.bio\nDEAL OWNER COMPANY: Meetings.bio\nPROSPECT NAME: Masha Kononov\nPROSPECT COMPANY: Ingenza"
}
],
"functions": [
{
"name": "format_response",
"parameters": {
"type": "object",
"required": [
"subject_line",
"recipients",
"greeting",
"opening_line",
"body",
"closing",
"signature"
],
"properties": {
"body": {
"type": "string",
"title": "Body"
},
"closing": {
"type": "string",
"title": "Closing"
},
"greeting": {
"type": "string",
"title": "Greeting"
},
"signature": {
"type": "string",
"title": "Signature"
},
"recipients": {
"type": "array",
"items": {
"type": "string"
},
"title": "Recipients"
},
"opening_line": {
"type": "string",
"title": "Opening line"
},
"subject_line": {
"type": "string",
"title": "Subject line"
}
}
},
"description": "A representation of the next best possible email the seller needs to send to the buyer (prospect), given the communication between the seller and their buyer, and the information about the deal."
}
],
"max_tokens": 1500,
"temperature": 0.0,
"function_call": {
"name": "format_response"
},
"request_timeout": 600
}
Events
The text to parse:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
RECIPIENTS: masha.kononov@ingenza.com, jaymin.amin@ingenza.com, arron.cornall@ingenza.com
TIME: 2024-01-09 07:55:57+00:00
BODY:
Hi Jaymin, Masha, and Arron,
I wish you all a lot of success in 2024.
Did you have a chance to discuss a potential collaboration? If you have any questions or need further clarification, I'm here to help.
Looking forward to your thoughts and the opportunity to work together.
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Follow up on next steps
SENDERS: klemen@meetings.bio
TIME: 2023-12-04 09:59:13.261000+00:00
BODY:
Yes, that works, thanks
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-22 22:52:45.076000+00:00
BODY:
Hi Masha,
Curious to hear an update from your side. Did you make any decisions at the BD meeting?
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2023-12-13 11:03:18.565000+00:00
BODY:
Hi Jaymin, Masha, and Arron,
Thank you for your time.
As discussed, I see 3 arrangements
1) Full services that get you meetings
Attached is an overview of the service. Here we have the per-meeting model with the following fees:
* $600 for every initial meeting you have with companies below 1,000 employees * $1,000 for companies with >1,000 employees
2) Non-negative response handover
In that case, we would run campaign, but as soon as we get a non-negative response from a prospect we hand it over to you. The fee structure in that case is:
* For companies with up to 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $400 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $200 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $100 * For companies above 1000 employees: * Strong interest: expresses interest in meeting, confirmed need, request for a call to discuss a potential project, RFI, request, request for a CDA, mentioning of an RFP: $600 * Some level of interest: request of marketing materials, demo, presentation, asks a question: $250 * Low level of interest: responders with no immediate needs but agrees to be followed up later and connecting/referring to another contact within the organization: $150
3) Database
In that case, we provide you with a sheet of relevant prospects matching your target audience. It is a project fee that is based on the number of prospects we find. It is roughly $3/contact.
Let me know if you have any questions about the potential models described above.
I look forward to hearing back from you. Arron and Masha, have a great time in Scotland.
Klemen
-- END OF MESSAGE --
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-23 22:56:10.495000+00:00
BODY:
Hi Masha,
Nice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.
How about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min
If we don't find a good time, I can try to move around a few things for Thursday morning your time next week.
-- END OF MESSAGE --
-=-
To avoid any doubt, this is the LAST EVENT:
EVENT TYPE: email (Outbound)
SUBJECT: Front: Re: Discussion follow up - Meetings.bio
SENDERS: klemen@meetings.bio
TIME: 2024-01-23 22:56:10.495000+00:00
BODY:
Hi Masha,
Nice to hear from you. My calendar for this week is almost full, and I'm not available on any of the proposed slots, unfortunately.
How about next Tuesday early morning or afternoon your time? Here is my availability - https://calendly.com/meetings_bio/30min
If we don't find a good time, I can try to move around a few things for Thursday morning your time next week.
-- END OF MESSAGE --
-=-
ADDITIONAL CONTEXT:
DEAL NAME: Ingenza
OFFERING: None
DEAL OWNER: Klemen Hrovat
DEAL OWNER EMAIL: klemen@meetings.bio
DEAL OWNER COMPANY: Meetings.bio
PROSPECT NAME: Masha Kononov
PROSPECT COMPANY: Ingenza
Response
{
"id": "msg_01HBHphnhuHdWvgBJCDGyWEm",
"model": "claude-3-opus-20240229",
"usage": {
"total_tokens": 3462,
"prompt_tokens": 2869,
"completion_tokens": 593
},
"object": "chat.completion",
"choices": [
{
"index": 0,
"message": {
"role": "assistant",
"content": null,
"function_call": {
"name": "format_response",
"arguments": "{\"subject_line\": \"Re: Discussion follow up - Meetings.bio\", \"recipients\": [\"masha.kononov@ingenza.com\"], \"greeting\": \"Hi Masha,\", \"opening_line\": \"I wanted to circle back on finding a time for us to connect.\", \"body\": \"Last week I shared some openings in my calendar for early this week or later next week. I know schedules can get busy, so I completely understand if those times no longer work on your end. If that's the case, could you let me know a few windows that would be more convenient for you? I'm happy to be flexible and find a slot that suits you best. Looking forward to our discussion and exploring how we can work together.\", \"closing\": \"Please let me know what works best for you.\", \"signature\": \"Klemen\"}"
}
},
"logprobs": null,
"finish_reason": "stop"
}
],
"created": 1712840402
}
END ACTION (at 2024-04-11 13:00:02)