B2B Team & User Flow Inspiration

Engage Employees of Organizations that Visit Your Website

Contacts from organizations that visit your website are prospected and auto-sequenced with timely outreach.
Use this workflow as
Copy this flow for your agent, document, team chat or other tool.

One or more employees from an organization are interested enough in your product to visit your website. This workflow is designed to recognize that visitor organization and, if it fits your ideal customer profile, find ideal-fit contacts and automatically sequencing them with timely outreach.

It involves identifying the employer organization of the visitor, qualifying them against an ideal customer profile, auto-prospecting for appropriate contacts within that organization, and crafting personalized follow-up sequences. The process includes a quick human review to ensure quality and relevance.

Who this Agentic Workflow Is For

For Product Marketers and GTM Teams

Customer experiences

Get ideas for agent-powered experiences that help prospects, users, customers, and partners discover, evaluate, and get value from your product.

Team workflows

Find new ways to improve the internal workflows your team uses to launch, position, sell, support, and grow those experiences across marketing, sales, growth, and success.

For Product Builders

Customer experiences

See examples of agent experiences you can build for prospects, users, customers, and partners.

Team workflows

Discover team workflows you can turn into internal agents, automations, and tools that save time and reduce manual work.

For Teams Focused on the Awareness Stage

Customer experiences

Find ideas for better experiences during the Awareness stage of the buyer or customer journey.

Team workflows

Explore internal workflows that help your team support that stage more effectively.

Make it Yours

Use this example as a starting point, not a fixed recipe.

Copy the flow above as a prompt, markdown, skill, or mermaid diagrom. Adjust the steps, tools, agent and human involvement to fit your real workflow. Then test where users actually get value or drop off.

Trigger
1
Identify employer organization of visitor to your website.
Trigger Trigger Event
Uses: 6Sense, Clearbit, Demandbase, Snitcher
Qualify
2
Filter organization for ideal customer profile (ICP).
Tool Call Router Agent
Auto Prospect
3
Auto prospect for personas/roles/titles within that organization.
Tool Call Data
AI Agent Personalizes Engagement Sequence Templates
4
AI agent personalizes a timely engagement sequence per contact/persona. Include email, LinkedIn profile view, follow, content engagement, and DMs within the sequence.
Tool Call Workflow
Human Review & Launch
5
Human in the loop reviews, edits, approves and launches sequences.
Tool Call Approval

Craft buyer journeys for your prospects who are changing how they buy and get work done.

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User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
Prompt Flow
Workflow Plan
User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
Prompt Flow
Workflow Plan