The automated flow
- Visitor lands on your site - Signal identifies the company
- Company is qualified - matched against your ideal customer profile
- Record is created - an account and contact record are added to your CRM (or existing ones are updated)
- Deal is created - an opportunity is added to your pipeline at the appropriate stage
- Outreach is drafted - the Outreach Agent writes a personalized message referencing their browsing activity
- You approve - the message sits in your queue until you tap approve
What the outreach looks like
The Outreach Agent crafts messages based on real context:- Which pages the prospect viewed (pricing page, case studies, specific features)
- How many times they’ve visited and how recently
- Company size, industry, and other firmographic details
- Any existing relationship signals (did someone on your team email someone at that company before?)
Configuring the flow
You control every step:- Whether Signal should automatically create deals for qualified visitors, or just flag them for your review
- What qualification criteria a company must meet to trigger the flow
- Whether the Outreach Agent should draft a message automatically or wait for your instruction
- The template, tone, and style of outreach messages