Engage Companies via Intent Signals Ai Agent Workflow Blueprint

Awareness Stage Outbound Prospecting Agent Lead Generation Agent

Use third-party intent signals to identify interested accounts and send tailored outreach.

Who this Ai Workfow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Awareness Stage

You're focused on the Awareness stage in your daily job and want to find ways for Ai to help you do more with less.

How this Ai Workflow Helps

This workflow is for teams looking to leverage intent data providers—accounts that appear to be researching or in-market for solutions like yours. By capturing these signals, you can focus your resources on leads more likely to convert.

You’ll ingest intent data feeds, verify whether those accounts already exist in your CRM, and enrich new data. Next, you’ll craft a personalized email referencing the specific topics or solutions the account is investigating.

The workflow ensures marketing and sales can promptly engage high-intent accounts with relevant messaging. This speeds up the qualification process and increases the likelihood of conversion.

Ai Workflow Example as Inspiration for More

Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?

Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.

And test it! Learn what works and what doesn't.

Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.

1. Trigger

Trigger. Activate the intent data monitoring workflow when a new intent data feed or topic category is set up.

2. Ingest Intent Data

Tool Call. Receive intent signal data (e.g., Bombora, 6sense) that shows which accounts are actively researching your product category.

Research Asset

Intent Data Bombora 6sense Demandbase

3. Verify Account in CRM

Tool Call. Cross-check high-intent accounts in your CRM or target account list.

Data

CRM Salesforce HubSpot Zoho CRM

4. Enrich New Account Data

Tool Call. Enrich data on new accounts with firmographics; find contacts for existing accounts.

Data

Data Enrichment Clearbit ZoomInfo FullContact

5. Compose Tailored Outreach Email

LLM Call. Use GPT-4 to craft an email targeting the specific topic they’re researching.

LLM OpenAI GPT-4 ChatGPT Jasper

6. Schedule Follow-up Task

Tool Call. Automatically create a sequence in your sales engagement tool for follow-up.

Workflow

Task Automation Zapier Salesloft Outreach.io

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