Getting Started - Digitize Your Network
0:00 Alright, so getting started. Uh, you've signed into Pathways, go ahead and familiarize yourself, click on the tabs, you don't need me to walk you through that. 0:08 The first step, really, is to start building out your network. Uhm, so, the network of people that you know today, however we can digitize that Rolodex so that we can go from it out and, uh, out towards your targets and find you your warm leads, is, is the heart of what Pathways does. 0:26 So, the first step is to build out your path, your network. Um, and to do that, there's really to- two ways. 0:33 So, the first way is snipping, and snipping is really most of the activity that's gonna be done. That's sort of the act of researching through Pathways. 0:40 To-to do the snipping one, you have to have the snipper. So, the snipper is a-is an extension that sits in your browser. 0:46 Today it has that logo when you- you see it and may have a different logo. Don't get lost and all that. 0:51 It will be available on our website. Go to our website, download it, and then plug it into your, uh, into your browser as an extension. 0:58 Um, step two is then to go find a person to research. So, you want to build out your network. If I'm building out my r- network, I would research, uh, starting with myself. 1:09 So, if I have a person, if you need to create a person, add person, that's pretty obvious, and then eventually it activate for snipping. 1:16 Now I am researching this person. So, I've already got a page up about myself. This is the Yole Carolina Barbershop Harmony Society's Caroline Digital Quartet Champions list. 1:27 Oh, look at that. Ben Moltz won in 2017. Yeah, that was also almost, ugh. Don't tell me how many years ago it was. 1:33 Too many. Umm, but yeah, I do know pretty much. Pretty much everybody on this page. But, uhh, just for example, if I highlight this text, it's gonna take this text, throw it up against the large language model. 1:45 That's gonna pull out proper nouns, associate those back as tags to my research target, which is myself. All of that happens. 1:52 It happens magically through the click of the extension. So I do that. Boom. It gives me a, uh, validation that, hey, I went and I did the thing. 1:59 This, uh, it creates what we call a web reference. Web reference is a pretty simple object. You don't usually need to look at, Yeah, but I'll show it because it is kind of helpful here. 2:11 It's made up of a URL where I found the data. It's got snipped text of what I actually grabbed. And then it's got who I associated it with in the tags. 2:19 You'll notice some of these tags aren't very good. That's okay. We actually have an AI. Another AI, uh, process that goes, like, every 30 seconds or something, and it'll go back and actually clean up tags. 2:31 So, uh, I suspect it will grab those bad tags and split them up for me. So, I don't need to do anything here. 2:36 Usually I just ignore this and keep researching. Umm. That is the act of snipping. You want to do this for whatever you can get a hold of about your network on the web. 2:48 Another way that we've built here is under the cache and data section. There's import directory button. This will let you in. 2:56 Import a CSV directly into pathways. Need to do it by, uh, by person or by target, we could say. So in this, this case, if I was going to load my data, I would say, hey, this is Ben's data. 3:09 Use the source field. We require it for good reason. And this is going to show up in the notes of whatever web references you make. 3:15 It will be helpful later. So let's say I wanted to do my LinkedIn export. Your social media is all of them. 3:22 They consider that your data. So like your LinkedIn and your Facebook and your Instagram and whatever other ones you might use. 3:28 They will. It give you a CSV of your friends, connections, whatever they call it, depending on the site. They will give you that in a CSV. 3:35 So take advantage of it and uhm, drop it in here. It's, and it's really simple. Even if you don't have it, uh, like this is structured to be directly with, It didn't give to you. 3:45 But if you had, like, your church directory was in Excel. Just move around some columns to fit this, and you can load that CSV. 3:52 It's a really fast way to just start building out your network, your network within Pathways quickly. So you either want to snip or upload it. 4:00 You in ports for everybody that, uh, what we would call connectors. Everybody in your organization that would vouch for you. 4:06 These are people that would make, uh, introductions. I could turn into warm leads. So the more connectors you have, the better chance you have of finding a, uh, uh, warm lead. 4:16 And then the more tags you have associated with those connectors, the greater chances you have of finding a warm lead. 4:22 So cast a wide net with this, and there are ways later that we get rid of bad tags and bad noise. 4:26 Um, I think that's it for now. Thanks.