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.
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.