Best for
- B2B teams with enough web, ad, and CRM data to score account intent
- RevOps teams trying to connect marketing signals to seller actions
- ABM programs that need account routing based on behavior, not static lists
Turn explainable account intent into routed Slack alerts, CRM updates, paid audience syncs, and weekly QA so GTM teams act on signals instead of admiring dashboards.
Create an intent-to-action routing system that pushes high-fit accounts into the right sales, marketing, and RevOps workflows.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Intent data is only valuable when it changes what teams do next. Most dashboards stop at visibility, which leaves sales and marketing to manually interpret signals. This workflow maps intent reasons to concrete actions: alert, enrich, assign, suppress, retarget, or review.
Expected results
Accounts routed
20-100 per week
The number depends on site traffic and ICP size, but the workflow is designed to filter signals before routing.
Manual review saved
5-10 hours per week
Rules, CRM fields, and alerts reduce the need for RevOps or demand gen to manually inspect account journeys.
Seller actionability
Reason-based alerts
Alerts include why the account is active and what action to take, instead of just saying an account is surging.
Measurement quality
Action-level pipeline review
The system tracks whether alerts, tasks, or paid audiences actually correlate with meetings and pipeline movement.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
1 hour
1 hour
Write down what counts as low, medium, and high intent for your business. Include signal examples like pricing page visits, product page depth, repeat visits from the same company, ad engagement, demo page visits, comparison page views, or target account fit. Then define the action for each tier: monitor, alert, create task, add to audience, or escalate.
An intent routing rulebook with tiers, signals, and actions.
Do not route every signal to sales. If everything becomes an alert, sellers will ignore the entire system.
1-2 hours
1-2 hours
Connect HockeyStack to your CRM and confirm that accounts, contacts, owners, lifecycle stage, opportunity status, and disqualification fields are mapped correctly. Add guardrails so existing customers, active opportunities, competitors, and disqualified accounts do not get routed into the wrong play.
Clean account routing logic tied to CRM ownership and lifecycle stage.
Suppression rules are just as important as action rules. Bad routing creates more damage than no routing.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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