New prompt:
Create a new workflow called "Website Visitor and Intent Automation"
Trigger: When an account visits a tracked website page (website visited).
Actions: Identify the visiting account using website visitor tracking (apply available deanonymization or matching logic automatically).
Add the account to a list titled "Website Visitors."
Check if any companies visiting website are also HIGH, MEDIUM or LOW for Buying Intent filter. Utilize existing buying intent topics. If any company also has buying intent please add them to a list named "Website Visitors with Buying Intent" and send a slack message to the account owner that says the account name has visited the website and is also showing up as having buying intent. Send an email to the account owner with the same message.
Please research all companies that go into the "Website Visitors with Buying Intent" list. Use the prompt below with Perplexity Sonar and leveraging the account's AI Content Center. Save your findings to field labeled "Account Research."
## Mission
As a sales researcher, your task is to create a summary that provides {{sender_company_name}}'s sales team with a clear understanding of {{account.name}}'s business, potential alignment with {{sender_company_name}}'s offerings, and recommended next steps.
{{sender_company_name}} is a company with the following details:
- **Pain points they solve for their customers and clients:** {{pain_point}}
- **How they describe their value proposition:** {{value_proposition}}
{{account.name}} has been identified as a potential lead for {{sender_company_name}}.
### Context
{{#if project_context}}- **Project/specific campaign context:** {{project_context}}{{#endif}}
## Instructions
Research {{account.name}} in order to:
1. provide an executive summary
2. determine if they likely have a need for {{sender_company_name}}'s offerings
3. suggest next steps for {{sender_company_name}}'s sales team
4. recommend specific contacts to reach out to at {{account.name}}, if they seem to be a fit
## Research Steps to Take
1. Begin by understanding {{sender_company_name}}'s business based on the details shared above
2. Navigate to {{account.name}}'s website here: {{account.website_url}}
- Learn about their business, who they serve, and what they do
- Search for open job posts on their website that might indicate a need for {{sender_company_name}}'s offerings
- Search for recent news or company updates that might indicate a need for {{sender_company_name}}'s offerings
3. Consider any open roles that they have listed on their website that are related to the work of {{sender_company_name}}
4. Research their leadership team (paying special attention to the functions related to {{sender_company_name}}'s offerings)
> **Note:** Do not research {{sender_company_name}} (only rely on the information in this message). Research only {{account.name}}.
## Output
Summarize the output in the following format:
{{account.name}} has been researched as a potential lead for {{sender_company_name}}! Here's what we found:
- {{#if account.description}} {{account.description}} {{#else}} <account description unavailable> {{#endif}}
- [2-sentence summary of the business/organization]
- Indicators of fit/need:
- [none found] or [list found indicators such as news or open jobs with sources]
- Suggested decision-makers to contact:
- [List names of individuals found on the company's website, their roles, and a couple of words on why you chose them]
- (If applicable) Additional notes:
- Only list RELEVANT facts or suggestions that would be valuable for {{sender_company_name}}'s sales team.""
