Journey stage

Awareness stage workflow examples

Browse examples for the awareness stage that you can adapt into skills, prompts, specs, or product flows.

Build & Enrich Account Prospect Lists

Compile a prioritized list of contacts and enrich them with key details for more effective outreach.

Outbound Prospecting Agent
Data
Research Asset

Engage Companies Announcing News & PR

Monitor news/PR events for target accounts, then send timely, relevant outreach to key contacts.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Engage Companies via Hiring Signals

Identify companies hiring for relevant roles, enrich contacts, and send targeted outreach emails.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Engage Companies That Use a Specific Tech Stack

Identify companies using complementary or competing tech, then pitch an alternative or add-on solution.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Engage Companies via Intent Signals

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

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Engage Companies via Website Visitor Identification

Identify anonymous website visitors, qualify fit, and automate outreach to key prospects.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Engage Employees of Organizations that Visit Your Website

Contacts from organizations that visit your website are prospected and auto-sequenced with timely outreach.

Outbound Prospecting Agent
Lead Generation Agent
Router Agent
Data

Engage Newly Funded Companies

Monitor funding news, enrich target accounts, and reach out with a congratulatory pitch.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Engage Prospects via Social Pain Points

Monitor social platforms for pain points, respond with helpful info, and reach out personally.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Engage Prospects via Social Posts

Track target prospect posts, craft useful comments, and spark warm conversations for lead engagement.

Outbound Prospecting Agent
Lead Generation Agent
Research Asset
Data

Build ABM Account Tiers

Categorize and rank target accounts by tier using AI-driven data to prioritize outreach and resources.

ABM Agent
Research Asset
Data

Create Targeted ABM Awareness Content

Creates lighter-touch brand awareness ('air cover') across multiple personas at target accounts, complementing direct ABM outreach with broader impressions via ads, content, and social media.

ABM Agent
Content Creation Agent
Research Asset
Document

Follow Up with Leads After Content Engagement

Detect lead interactions with your content, draft personalized follow-up messages for human review, and track engagement in your CRM.

Lead Generation Agent
Research Asset
Data

Personalized Lead Nurture

Automatically deliver relevant drip campaigns with AI-curated content and adaptive timing to move leads through the funnel.

Lifecycle Marketing Agent
Lead Generation Agent
Data
Research Asset

Create & Publish Blog Post

Create a blog post using AI and humans to draft, refine, optimize, and publish human-friendly content.

Content Creation Agent
Research Asset
Blog Post

Plan Social Media Content Calendar

Plans a month’s worth of social media posts using AI for ideation, content creation, and scheduling.

Content Creation Agent
Social Post
Data

Create and Schedule Social Media Campaigns

Automates social media content planning, creation, scheduling, and performance analysis with human review for brand consistency.

Content Creation Agent
Research Asset
Social Post

Personalized Event Invite

Generate and send personalized event invitations to boost registration rates using AI-driven content customization.

Event & Webinar Agent
Data
Email

Planner Agent

A base pattern agent for planning B2B projects. It extracts key planning details from user conversations, checks for relevance, and then leverages planning tools to generate a complete project plan.

Base Pattern Agent
Planner Agent
Prompt
Decision

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