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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Plan Mailchimp segment and send-time experiments with Claude
Design controlled tests that separate audience-segment effects from send-time effects, use Mailchimp Send Time Optimization appropriately, and protect content, consent, and sample-size guardrails.
Output
A test-ready Mailchimp experiment plan with frozen cohorts, decision rules, QA checks, and a learning backlog.
Create hyper-personalized cold outreach using Clay enrichment and AI scripting
Build a Clay-powered outbound system that enriches prospects, finds relevant signals, and writes personalized emails at scale without sounding automated.
Output
A ready-to-run outbound table with enriched prospects, personalization signals, AI-written first lines, and sequenced cold emails.
AI-powered podcast guest research and personalized pitch machine
Find relevant podcasts, research hosts, match your expert to their audience, and generate personalized pitch emails that do not sound like mass outreach.
Output
Build a podcast outreach pipeline with researched show targets, personalized angles, and ready-to-send pitch emails.
Build a demo no-show recovery sequence that saves high-fit opportunities
Segment demo no-shows by intent and fit, then create recovery emails, LinkedIn touches, and rep tasks that bring the best prospects back without sounding desperate.
Output
A no-show recovery system with segments, message templates, rep tasks, and CRM tracking for rebooking high-fit prospects.
Build reactivation sequences for dormant high-fit leads
Find high-fit leads that went quiet, diagnose why they stalled, and generate reactivation sequences based on their past behavior, role, and buying context.
Output
A segmented reactivation campaign for dormant high-fit leads with tailored email angles, human review, and CRM tracking.
Build an email campaign engagement rescue system from performance data
Analyze campaign engagement, segment recipients by behavior, and generate follow-up plays for opened-no-click, clicked-no-convert, inactive, and high-intent contacts.
Output
Create a post-campaign rescue system with behavior-based segments, smart follow-up copy, and a review process before re-engagement.
Turn closed-won deals into lookalike account outbound plays
Mine recent closed-won CRM notes, call transcripts, objections, and proof points, then find similar accounts and draft human-reviewed outbound sequences.
Output
Create a weekly lookalike outbound queue built from real closed-won patterns, not generic ICP guesses.
Generate personalized event follow-up sequences from session attendance data
Use session attendance, booth conversations, badge scans, and downloaded assets to create follow-up emails that match what each attendee actually cared about.
Output
Segmented event follow-up sequences that vary by session attendance, booth interaction, persona, downloaded content, and sales readiness.
Build a warm intro request system from LinkedIn mutual connections
Find mutual connections between your reps and target buyers, score the best intro paths, and draft warm ask emails that feel specific instead of awkward.
Output
A repeatable warm intro workflow that identifies the best introducers and generates ready-to-send intro request emails for priority prospects.