Low-Medium Intent Workflow

This workflow captures all Low-Medium Intent contacts and companies, creates messages, syncs them to your sequencing platform, LinkedIn, and display ads and updates your CRM.

This is an always-on high performing workflow.

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Contact Discovery and Sync to Salesforce To Fill Out Buying Groups

This workflow fills out buying groups in your CRM for any account in your pipeline, high-intent accounts, or your ICP accounts so you have the accurate buying groups with contact information in your CRM at all times.

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Automated Account Research For ICP Accounts

This workflow does automated research on a scheduled for all ICP Accounts. For example, if you want to know whenever your ICP accounts mentions AI initiatives in their earnings calls or starts working with a new ATS provider or any other relevant signal, this workflow detects it automatically and takes action.

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These are the most common starter workflows. They are all self-serve and you can start with others depending on your priorities. During implementation, you can strategize with your CSM.