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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7 results
Search results for "sales"
Audit ActiveCampaign lead-scoring models with Claude
Inventory contact and deal score rules, points, expirations, automation triggers, goals, tags, and custom fields to find inflation, stale intent, missing negatives, and weak sales-readiness thresholds.
Output
A calibrated ActiveCampaign scoring model, rule-level findings, threshold recommendations, and controlled validation plan.
Audit HubSpot MQL-to-SQL handoff SLAs with Claude
Trace every marketing-qualified lead from qualification through owner assignment, first sales action, and SQL progression so RevOps can isolate SLA breaches without rewriting CRM history.
Output
An evidence-linked MQL handoff audit, breach taxonomy, owner action queue, and reusable weekly operating system.
Build a Salesforce campaign governance system with Claude
Audit campaign hierarchy, naming, dates, statuses, member statuses, costs, attribution fields, and reporting readiness before campaigns enter executive reporting.
Output
A campaign governance scorecard, exception queue, and reusable setup checklist for consistent Salesforce reporting.
Prioritize HubSpot CRM data hygiene by business impact with Claude
Score duplicates, incomplete records, invalid stages, owner gaps, association failures, and reporting risks so the team fixes the data problems that materially affect revenue operations first.
Output
A prioritized remediation backlog with root-cause categories, approved merge or correction rules, and measurable hygiene service levels.
Audit UTMs and attribution hygiene across campaigns
Find inconsistent UTMs, broken campaign naming, missing source data, and attribution gaps before reporting debates waste another pipeline meeting.
Output
Create a UTM and attribution hygiene audit with naming fixes, campaign mapping, reporting gaps, and a governance checklist.
Clean up broken UTMs and rebuild campaign tracking governance
Audit messy campaign tracking, standardize UTM naming, detect broken links, and create a governance system marketing teams can actually follow.
Output
A UTM cleanup workflow with taxonomy rules, broken-link detection, source-medium mapping, CRM alignment, and an approval process for future campaign links.
Simulate lead routing rules before they break your funnel
Build a routing test harness that uses AI-generated edge cases, sample leads, and QA checks to catch assignment conflicts before new routing rules go live.
Output
A lead routing simulator with test records, expected outcomes, actual outcomes, conflict notes, and launch approval checks.