Execute a multi-channel, hyper-personalized ABM outreach sequence using AI and automation to engage target prospects.
This workflow is designed for sales and marketing teams focused on account-based marketing (ABM) who need to engage high-value prospects with a personalized, multi-touch strategy. It leverages both human insight and AI-driven tools to ensure each outreach is tailored to the unique needs and context of individual prospects. By coordinating activities across LinkedIn, email, phone, web, and direct mail, the workflow provides a comprehensive approach to modern ABM.
The process begins when ABM target account and prospect data are sent into the workflow, triggering a series of personalized outreach actions. It then guides team members through a series of activities: engaging with prospects on LinkedIn, generating personalized outreach emails, and scheduling follow-up tasks via a sales engagement platform. Additional steps include refining call scripts, sending AI-assisted direct messages on LinkedIn, creating personalized microsites, generating tailored sales collateral, and finally triggering physical mailers. Each step utilizes specific tools and AI models to maximize personalization and relevance.
The expected output of this workflow is a set of coordinated, hyper-personalized communications that resonate with each prospect, driving higher engagement and conversion rates. Sales and marketing teams benefit from reduced manual workload while maintaining a high level of personalization.
Ultimately, the workflow enables a scalable ABM strategy that builds stronger relationships and fosters more effective sales outreach.
You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.
You want inspiration for real-world ways to help people as you're building your Ai product.
You're focused on the Consideration stage in your daily job and want to find ways for Ai to help you do more with less.
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.
Generate a personalized outreach email for {prospectName} at {companyName} that references a recent company event or content and introduces our solution to address their potential pain points. Use a friendly, professional tone.
Generate a personalized call script for {prospectName} at {companyName} that references previous outreach touchpoints and includes open-ended questions to encourage dialogue. Maintain a professional and engaging tone.
Draft a personalized LinkedIn direct message for {prospectName} that mirrors the content and tone of the outreach email, mentioning a relevant detail such as {recentPostTopic} and offering a brief value proposition.
Email to reference:
{email}
Generate a personalized sales enablement document for {prospectName} at {companyName} that outlines industry-specific challenges and explains how our solution addresses these issues, including any relevant case studies or data.
Craft an Ai automation or agent plan, just for your b2b. Simple. The first step in automating across your buyer and customer journeys: inspiration for what to build. Talk with an Ai agent via your phone to quickly create your custom Ai agent plan.