10 Revenue-Driven
Marketing Automation Workflows

Lead Gen Medium Complexity

1. The "Newsjacker"

Problem: B2B sales teams are slow to react to market signals like funding rounds, missing crucial "first mover" advantage.

Blueprint:

• Trigger: New Industry Funding Round (e.g., from GDELT, Crunchbase API).
• Enrichment: AI (Claude/GPT-4) analyzes the company, extracts key details, identifies decision-makers on LinkedIn.
• Personalization: AI drafts highly personalized congratulatory emails and social outreach messages.
• Action: Automated email sequence and CRM update, alerting sales reps with context.

Outcome: Be the first in their inbox with a relevant offer. Close deals faster. See GTMIntel in action →

Tech: Python, OpenAI/Anthropic, Apollo.io API, CRM (e.g., HubSpot).

Content Strategy High Complexity

2. The "Topical Map Builder"

Problem: Manual keyword research and content planning is time-consuming and often misses semantic opportunities.

Blueprint:

• Trigger: Weekly Schedule or new seed keyword.
• Research: Automated scraping of SERP "People Also Ask," related searches, and forums.
• Clustering & Outlining: AI clusters keywords into semantic topics, generates detailed article outlines, and identifies internal linking opportunities.
• Drafting & Optimization: LLMs draft initial content sections, ensuring topical depth and relevance, with SEO checks.

Outcome: Dominate entire topic clusters, not just individual keywords. Scale content production with AI-driven insights.

Tech: Rust (for performance), Serper.dev API, Claude 3.5, custom NLP.

Sales Ops Low Complexity

3. The "Meeting Architect"

Problem: Sales reps waste time manually researching prospects before meetings, leading to less prepared calls.

Blueprint:

• Trigger: New Calendar Event with prospect details.
• Enrichment: AI looks up attendee on LinkedIn, corporate website, and recent news.
• Briefing Generation: AI summarizes their background, recent achievements, and potential pain points.
• Delivery: Pre-meeting briefing doc delivered directly to the sales rep (e.g., Slack, CRM).

Outcome: Every meeting is a warm meeting. Increase sales effectiveness and reduce prep time.

Tech: Zapier/n8n, ChatGPT, LinkedIn Sales Navigator (API), CRM.

Customer Success Medium Complexity

4. The "Churn Preventer"

Problem: Customers silently disengage, leading to unexpected churn and lost revenue.

Blueprint:

• Trigger: User usage drops below a predefined threshold (e.g., Segment, product analytics).
• Analysis: AI analyzes usage patterns, support tickets, and recent interactions for root causes.
• Intervention: AI generates a custom "How can we help?" message or even a personalized video script.
• Action: Flags account in CRM, alerts Customer Success Manager, initiates targeted outreach.

Outcome: Proactively retain customers. Convert at-risk users into advocates. Boost LTV.

Tech: Segment, Salesforce, Slack API, AI Video Generator (e.g., HeyGen).

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