Workflow library
Browse B2B AI workflows
Search practical workflows by category, tool, role, use case, difficulty, or access tier. Every workflow is built to produce a concrete GTM output.
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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.
Build a one-account interactive ABM experience
Create a useful diagnostic, benchmark, planner, or roadmap for one strategic account using verified research, controlled personalization, deterministic logic, instrumentation, and coordinated account follow-up.
Output
A production-ready interactive account experience with approved narrative, evidence, inputs, branches, results, PostHog instrumentation, QA, privacy controls, and account-team action.
Analyze LinkedIn Ads company reach and audience penetration with Claude
Use Companies Hub, Matched Audiences, reach, frequency, engagement, professional demographics, and lead signals to show which target companies are actually being reached.
Output
A company-level reach and penetration brief, coverage gaps, audience-quality findings, and approved targeting actions.
Create a Salesforce account engagement-to-pipeline brief with Claude
Summarize Campaign activity, contact engagement, opportunity history, open pipeline, stakeholder coverage, and recommended account actions in one evidence-linked brief.
Output
A reusable account brief that connects marketing engagement to sales context without overstating causality.
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 intent keyword clusters into ABM account prioritization
Use search intent, CRM context, and account enrichment to score target accounts by the problems they appear to be researching right now.
Output
A ranked ABM account list with keyword-driven pain themes, buying-stage signals, and recommended outreach angles per account.
Turn annual reports and 10-Ks into ABM account plays
Use annual reports, investor decks, and public filings to build account-specific ABM plays tied to strategic priorities, risks, and executive language.
Output
A prioritized ABM playbook for 10 target accounts with account hypotheses, message angles, proof needs, and outreach prompts.
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.
Build vertical landing pages from G2 review themes by industry
Mine G2 reviews by vertical, identify the value themes each industry cares about most, and turn those patterns into targeted landing pages.
Output
Create 3-5 vertical landing page briefs with industry-specific pain points, proof angles, copy blocks, and visual direction.
Build a LinkedIn comment engagement system for target accounts
Monitor target account activity, identify posts worth engaging with, and draft thoughtful LinkedIn comments that build visibility without sounding automated.
Output
A repeatable ABM engagement system that helps reps and executives comment meaningfully on target account posts before outreach.