Workflow library
Browse B2B AI workflows
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5 results
Search results for "sales"
Map complex account hierarchies, buying committees, and relationship coverage
Reconcile corporate parents, business units, plants, programs, opportunities, and stakeholder relationships into one governed map that exposes coverage gaps and influence paths.
Output
An evidence-backed account hierarchy and stakeholder coverage map with missing roles, warm paths, owners, and relationship actions.
Arbitrate account signals and select the next-best campaign
Resolve conflicting intent, CRM, opportunity, customer, pressure, and suppression signals before selecting a governed next action, deliberate hold, or human review for each account.
Output
A stateful account decision system with signal provenance, deterministic exclusions, ranked eligible actions, approvals, safe execution, outcomes, and policy audits.
Event-triggered ABM content drops when target accounts show buying signals
Build an ABM system that detects buying signals from target accounts and automatically sends the right content, proof, and follow-up angle at the right moment.
Output
Create a trigger-based ABM content engine that reacts to account signals with relevant landing pages, assets, and outbound messages.
Build a closed-won lookalike outbound agent from CRM deal context
Use Claude Cowork, HubSpot, Clay, Slack, email, and call intelligence fields to turn recent closed-won deals into lookalike accounts and review-ready outbound sequences.
Output
A weekly human-reviewed outbound system that finds lookalike accounts from new wins, enriches contacts, drafts sequences, and routes them to Slack for approval.
Turn internal docs into ABM and event landing pages in Webflow
Use sales decks, event briefs, CRM notes, and approved proof to generate account or event landing pages with Webflow code, lead capture, and follow-up emails.
Output
Create a repeatable landing page factory that turns internal campaign context into live Webflow pages, forms, and matched outbound.