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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.

4 results

Search results for "sales"

Demand Generationintermediatepro

Build a weekly demand gen sprint from intent, web, and campaign signals

Turn scattered demand signals into a focused weekly sprint plan with account priorities, channel actions, sales follow-up, and measurement owners.

Output

Create a weekly demand generation sprint plan that tells the team which accounts, channels, offers, and experiments to prioritize.

HockeyStackFactors.aiHubSpot
3-4 hoursView workflow
Demand Generationintermediatepro

Turn webinar engagement into segmented pipeline follow-up plays

Use attendance, questions, polls, chat, and CRM context to route webinar attendees into personalized follow-up instead of one generic replay email.

Output

A webinar follow-up engine that segments attendees by intent, drafts tailored follow-up, routes hot accounts, and measures pipeline impact.

GoldcastHubSpotClaude
3-5 hoursView workflow
Demand Generationintermediatepro

Build a webinar-to-pipeline follow-up system for attendees, no-shows, and registrants

Segment webinar leads by engagement, route high-intent contacts to sales, and create follow-up paths that turn event interest into pipeline.

Output

A webinar follow-up system with lead segments, sales alerts, nurture paths, email copy, and pipeline reporting.

HubSpotClaudeGoogle Sheets
3-4 hoursView workflow
Demand Generationintermediatepro

Build a demand gen campaign brief from sales objections

Mine Gong calls for recurring objections, turn them into campaign themes, and create a demand gen brief grounded in what buyers actually push back on.

Output

A demand gen campaign brief with objection clusters, audience pains, message angles, offer ideas, proof gaps, and measurement plan.

GongClaudeNotion
3-5 hoursView workflow