Journey stage

Consideration stage workflow examples

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

Move prospects to your product's 'Aha! moment' through their AI agent

Workflows are shifting from "open the app" to "ask my agent to do it." Help prospects discover, activate, and realize value for your product inside the agent workflows they’re already adopting.

Agent Ecosystem
Product Marketing
Package
Workflow

Move prospects from free value to product signup via your MCP

Let a prospect install your MCP server, get useful free value through their agent, then hit a natural login moment when they ask the agent to do more with your product.

MCP
Agent Ecosystem
Package
MCP Capability

AI-Personalized Drip Emails

Automates personalized email sequences using AI to dynamically generate content tailored to individual lead characteristics and behaviors.

Lead Nurturing Agent
Lead Generation Agent
Workflow
Email

AI Q&A Chatbot for Prospects

Deploys an AI-powered chatbot to answer prospect questions, qualify leads through conversational engagement, and schedule sales demos for qualified opportunities.

Lead Nurturing Agent
Lead Generation Agent
Interactive Tool
Direct Message

Industry-Specific Content Nurturing

Delivers targeted content to leads based on their industry and persona, using AI to curate relevant resources and craft personalized messaging.

Lead Nurturing Agent
Lead Generation Agent
Data
Document

Lead Re-engagement Campaign

Identifies and reactivates stale leads using AI-driven analysis of past interactions to deliver personalized re-engagement messages.

Lead Nurturing Agent
Data
Email

Trial User Engagement Campaign

Monitors trial user activity to deliver personalized guidance and prompts conversion through AI-generated tips, success stories, and timely outreach.

Lead Nurturing Agent
Data
Email

Website Personalization for Leads

Customizes website content in real-time based on visitor data, displaying industry-specific messaging and relevant case studies to increase conversion rates.

Lead Nurturing Agent
Lead Generation Agent
Web Page

Deliver Hyper-Personalized ABM Outreach to Tier 1 Accounts

A deeply customized outreach sequence for high-value (Tier 1) accounts, leveraging AI to tailor each touchpoint and maximize engagement.

ABM Agent
Outbound Prospecting Agent
Research Asset
Email

Hyper-Personalized ABM Outreach Sequence

Execute a multi-channel, hyper-personalized ABM outreach sequence using AI and automation to engage target prospects.

ABM Agent
Lead Generation Agent
Social Post
Email

Whitepaper/E-Book Development

Produces a long-form whitepaper or e-book with AI-driven research, content drafting, and formatting for lead generation.

Content Creation Agent
Lead Generation Agent
Report
Web Page

Enrich Event Attendee Data

Enhance event registrant data by appending company and person details for improved lead qualification and personalized follow-up.

Event & Webinar Agent
Form
Data

Event Content Repurposing

Repurpose event content into various formats such as blog posts, social media snippets, follow-up emails, and ad creative using AI-driven transcription, summarization, and content drafting.

Event & Webinar Agent
Document
Blog Post

Personalized Event Registration Page

Increase event registration conversion by dynamically personalizing the landing page using AI-driven content adaptation.

Event & Webinar Agent
Web Page
Report

Personalized Pre-Event Nurture

Engage event registrants with a tailored pre-event nurture sequence using AI to personalize emails, educational content, and interactive touchpoints.

Event & Webinar Agent
Email
Document

Webinar Content Planning & Promotion

Plans a webinar and creates related content such as slides and promotional emails/posts.

Event & Webinar Agent
Event
Document

Automated Lead Enrichment & Routing

Automatically enriches new lead data, qualifies and routes leads via CRM rules, alerts sales with summaries, and tags non-qualified leads for nurture.

Qualification Agent
Data
Report

Qualify Leads with Conversational AI Chatbot

Deploys an intelligent chatbot on high-intent pages to engage visitors, ask qualification questions, and route qualified leads to sales while providing resources to others.

Qualification Agent
Sales Engagement Agent
Interactive Tool
Chat

Lead Scoring

Aggregates lead data, evaluates fit with AI, classifies purchase likelihood, alerts sales for high scoring leads, and logs results in the CRM.

Qualification Agent
Data
Document

Create Product Demo Video Script Outline

Creates an outline for a product demo video using AI.

Content Creation Agent
Video

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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