Sales

Negative Competitor Mention

Competitor Migration Opportunity

Workflow:

Trigger: Post Created mentioning competitor

Agents: Sentiment Agent (negative); General Agent (Search Web enabled) gather context

Flow: IF account is already in CRM → flag to AE; ELSE → create new lead

Integrations: Salesforce task for account owner, Slack #competitive-intel

Sales Impact Metrics: Competitor mentions tracked, Migration opps sourced, Win rate vs competitor deals

3) Executive-Level Social Signals

Objective: Alert AEs when executives at target accounts engage with relevant content.

Signals:

VP+ Engagement on Thought-Leadership

C-Level Comment on Industry Trend

Workflow:

Source: Profile Engagement (target accounts’ execs)

Trigger: Webhook (new engagement result)

Agents: General Agent classify by topic; Copy Writer Agent draft tailored follow-up

Integrations: CRM (log activity + task), Slack DM to AE

Sales Impact Metrics: Exec touches logged, Meetings booked from exec signals, Pipeline created

4) Warm Follow-Ups from Brand Engagement

Objective: Route people engaging with your company posts directly into SDR outreach.

Signals:

Positive Brand Engagement – Company Page

Comment on Product Launch Post

Workflow:

Trigger: Webhook (new engagement result)

Agents: Sentiment Agent (positive only), Copy Writer Agent (draft thank-you message)

Integrations: HubSpot (sequence enrollment), Attio (lead segmentation), Slack daily digest

Sales Impact Metrics: Number of brand engagers contacted, Reply rate, Conversion to MQL/SQL

5) Deal Acceleration with Signal-Based Nudges

Objective: Provide AEs with context to accelerate active opportunities.

Signals:

Prospect Engages with Competitor Post

Prospect Engages with Industry Trend

Prospect Mentions Budget/Project Timing

Workflow:

Trigger: Signal Created (for tracked opp contacts)

Agents: General Agent enrich with context; Copy Writer Agent drafts check-in email

Integrations: Salesforce (opp timeline update), Slack alert to AE

Sales Impact Metrics: Opps with signal touches, Cycle time reduction, Opp→Closed Won rate

6) Account-Based Social Mapping

Objective: Track multiple contacts at target accounts to identify multi-threading opportunities.

Signals:

Multi-Contact Engagement at Account

Buying Committee Role Detected

Workflow:

Source: Profile Engagement (execs + champions)

Trigger: Signal Created

Flow: Loop → collect all engagers by account; IF ≥ 3 → flag as “high intent”

Integrations: Salesforce (update account intent score), Slack AE alert

Sales Impact Metrics: Accounts with ≥2 signals, Meetings per account, Pipeline from multi-threaded accounts

7) Influencer-Led Lead Surfacing

Objective: Pull qualified leads from influencers that your prospects follow.

Signals:

Influencer Post on Pain Point

ICP Engagement with Influencer

Workflow:

  • Source: Profile Engagement (influencers)

  • Trigger: Webhook (new engagement)

  • Agents: General Agent check ICP fit; Copy Writer Agent draft outreach referencing influencer post

  • Integrations: Smartlead/Heyreach (outbound campaigns), CRM tagging

Sales Impact Metrics: Influencer-engager leads sourced, Reply rates, Revenue from influencer-sourced opps

8) Early Renewal / Expansion Cues

Objective: Spot signals from current customers that indicate readiness for upsell or risk of churn.

Signals:

  • Customer Mentions Competitor

  • Customer Posts About Scaling Challenges

  • Customer Exec Engagement with Your Thought-Leadership

Workflow:

  • Trigger: Post Created or Profile Engagement

  • Agents: Sentiment Agent classify; General Agent enrich with context

  • Flow: IF expansion cue → AE task; IF churn cue → CSM escalation

  • Integrations: Salesforce (account timeline update), Slack (CSM + AE)

Sales Impact Metrics: Expansion opps created, Churn risks flagged, Net retention influenced by signals

9) Event/Conference Signal Capture

Objective: Capture demand spikes during industry events.

Signals:

  • Event Hashtag Mention

  • Competitor Booth Mention

  • Product Demo Interest

Workflow:

  • Trigger: Post Created (X/Business Network)

  • Agents: General Agent tag with event, Copy Writer Agent draft outreach

  • Integrations: Slack war-room channel, CRM campaign tagging

Sales Impact Metrics: Leads sourced from event, Meetings booked during event, Pipeline $ from event signals

10) Win-Story Amplification

Objective: Turn positive customer posts into sales collateral and outreach hooks.

Signals:

  • Positive Customer Testimonial

  • Before/After Post

Workflow:

  • Trigger: Post Created (Business Network, YouTube, Podcasts)

  • Agents: General Agent extract quote; Copy Writer Agent draft permission request

  • Integrations: Slack (marketing + sales enablement), Notion library

Sales Impact Metrics: Customer quotes harvested, Sales collateral created, Deal cycle acceleration with proof points

Sales Attribution Framework

Goal: Prove which signals lead to meetings and pipeline.

Objects & fields:

  • Contact/Lead: Signal Type, Signal Source, Signal Date

  • Opportunity: Signal Assist Count

Touch model:

  • New signal = Sales Activity Triggered (create task)

  • Count how many opps had ≥1 pre-MQL signal

Dashboards:

  • Signals → Meetings booked

  • Signal-sourced pipeline vs traditional outbound

  • Win rate with vs without signals

Implementation Tips

  • Keep Sales + SDRs in Slack loops with concise signal digests.

  • Use IF nodes to filter by ICP role/seniority before creating tasks.

  • Pair Sentiment Agent + Copy Writer Agent to accelerate tailored outreach.

  • Always map fields via Integrations so opps stay clean in CRM.