Sales
Coordinate outreach across every channel for your top accounts.
For your target account list, this workflow builds a complete ABM play — researching each account, identifying all decision-makers, creating personalized multi-channel outreach, and coordinating timing across email, LinkedIn, and content.
Workflow Steps
How this workflow runs
Target account input
System InputYou provide the target account list and ABM brief.
Account deep research
Inbound Lead ResearcherInbound Lead Researcher conducts deep research on each target account — org chart, initiatives, pain points.
Stakeholder mapping
Deal Flow MonitorAll relevant decision-makers and influencers are identified per account.
Personalized messaging
Deal Flow MonitorMulti-stakeholder outreach is drafted, personalized per role and account context.
Content personalization
Content Marketing FlywheelAccount-specific content pieces are created for high-priority accounts.
Approval and sequence
Approval GateAll outreach is queued for approval and coordinated into a timed sequence.
Triggers
What starts this workflow
Manual trigger with target account list
Outputs
What you get when it runs
Account research profiles in Notion
Personalized outreach for all stakeholders
Account-specific content pieces
HubSpot ABM campaign setup