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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Control partner MDF, co-marketing spend, and pipeline evidence
Govern joint campaign responsibilities, shared accounts, MDF budgets, eligible expenses, CRM tracking, partner-assisted journeys, reimbursement evidence, disputes, and post-campaign decisions.
Output
A joint partner campaign control system with account overlap, budget and expense evidence, deliverables, CRM mappings, pipeline classes, reimbursement packets, reviews, and archived decisions.
Audit and rewrite cloud marketplace listings for higher conversion
Review AWS Marketplace and Microsoft Marketplace listings, identify conversion gaps, and rewrite the listing so technical buyers, partner sellers, and procurement teams understand why to choose you.
Output
A marketplace listing audit with buyer-fit scoring, competitor benchmarks, rewritten listing sections, screenshot guidance, proof checks, and procurement-ready recommendations.
Build partner account-mapping campaigns from shared target accounts
Turn partner account overlaps into co-sell campaigns, AE tasks, and partner-approved outreach instead of spreadsheet-based partner marketing.
Output
A partner account-mapping system that identifies shared target accounts, scores co-sell potential, creates partner-specific campaign angles, and routes approved actions to sales.
Create a co-marketing campaign kit with partner-specific messaging and assets
Build a partner-ready campaign package with joint positioning, audience fit, landing page copy, email copy, social assets, and approval tracking.
Output
A co-marketing campaign kit that both teams can review, approve, and launch without rewriting from scratch.
Find partner account overlap and create co-sell campaign plays
Turn Crossbeam account overlap into prioritized co-sell plays, account angles, HubSpot lists, and partner-approved campaign motions instead of letting partner data sit unused.
Output
A prioritized partner co-sell campaign plan with account segments, outreach angles, owners, and HubSpot execution lists.
Route and enrich partner-sourced leads without losing attribution
Create a partner lead intake workflow that enriches submissions, preserves partner attribution, routes records to the right owner, and prevents duplicate or orphaned leads.
Output
A partner-sourced lead routing system with enrichment, dedupe checks, attribution fields, owner assignment, and SLA tracking.