ProspectingIntent

Buyer intent routing

Turn research activity and buying signals into one routed action with an owner and a date.

Tools

6sense, Common Room, Salesforce, Outreach, LinkedIn Sales Navigator

Outcomes

Same-day response to a signal • One owner per in-market account • No blind sales and marketing overlap • Opener grounded in what they read

Documentation

Instruction-ready detail below

Intent data is collected and then ignored. A target account spends three weeks reading pricing pages and comparing vendors, and the only person who finds out is a rep three weeks later. By then the buyer has already taken a call with a competitor. This workflow turns research activity into a specific action. When an account crosses an agreed threshold, it records the trigger, the topics that account's people looked at, and the date. It then checks territory ownership and open opportunities so the account gets one owner instead of three. The routed alert names the account, the reason, and a suggested opener drawn from what the account actually read, not from a template. Marketing sees the same signal, so nobody works the account blind. A human still approves the target list, the threshold, and every message before it leaves. The result is a short, current list of accounts genuinely in market, each with an owner and a date.

Automations

Choose the setup that matches your tools.

Problem this workflow solves

A target account spends three weeks reading pricing pages and comparing vendors, and the only person who finds out is a rep three weeks later. By then the buyer has already taken a call with a competitor. Intent data is collected but never converted into a named owner and a specific week of action.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download