Sales
(24 of 52)Prospecting, discovery prep, outreach, deal support, and CRM hygiene.
G2 Review Intelligence to SC Discovery Brief
Equip Solutions Consultants with data-backed discovery questions and post-call validation by matching prospect pain points to trending G2 reviews—turn generic call prep into targeted, insight-driven c
Matt R.
VP, Solutions and Success at G2
Account Intent Prioritizer
Skip the noise and call only accounts actively buying. This workflow ranks your target list by real-time intent signals—so your SDRs focus on hot prospects today, not cold calls tomorrow.
HubSpot Sales Hub
Agentforce Sales (formerly Salesforce Sales Cloud)G2Matt R.
SVP, Revenue at G2
Build Your Compounding People Network
One research pass per contact builds a shared contact memory that every AI agent on your team reads from.
SlackAgentforce Sales (formerly Salesforce Sales Cloud)
GTM Workspace - Powered by ZoomInfo+12 moreGodard Abel
Cofounder & CEO at G2
Automate Unclaimed SMB Profile Claims at Scale
Scale vendor outreach from 100 to 2,000+ SMB decision-makers weekly with automated contact enrichment and one-click profile claims, closing the loop automatically when vendors engage.
GTM Studio - Powered by ZoomInfoAgentforce Sales (formerly Salesforce Sales Cloud)
Claude+3 moreAbhishek Singh
Customer Experience Lead - Digital at G2
Missed Opportunity Analysis // G2 Intent + CRM
Find accounts actively researching competitors that your sales team hasn't captured yet, so you can reach out to prospects most likely ready to buy. The workflow automatically matches intent signals against your CRM and filters for ICP fit, eliminating manual cross-referencing work.
Charlie A.
Community and Education at G2
Competitive Intelligence Digest
Weekly report for sales and product leadership showing actual competitive matchups buyers are running, demand shifts, and recommended actions.
G2
Launch G2 Buyer Intent Campaigns End to End
Seven independent AI workflows that turn G2 Buyer Intent signals into campaign-ready assets for prospecting, scoring, nurture, retention, intelligence, and paid media.
Demandbase OneHubSpot Sales HubGTM Studio - Powered by ZoomInfo+8 moremchen-gtm
Run Go-to-Market Workflows With AI
A complete library of 7 master skills (52 sub-skills) and 33 standalone skills for GTM teams using Claude Code.
Clayn8n+10 moreColdIQ
ICP-Filtered Outreach Lists from G2 Buyer Intent
Stop wasting rep time on weak intent signals and mismatched accounts. The workflow ranks ICP-fit buyers by readiness, finds the right contact, and supplies tailored outreach angles for the strongest opportunities.
Check Point Next Generation Firewalls (NGFWs)Ishani D.
Account Manager at G2
Competitive Accounts and Content
Automatically surface your highest-intent accounts paired with competitive positioning so sales reps engage prospects armed with battle cards before competitors do. The workflow pulls fresh buyer intent signals and competitor intelligence weekly to keep outreach relevant.
G2 Marketing SolutionsG2 MCPCRMCharlie A.
Community and Education at G2
Multi-Provider High-Intent Targeting
Weekly master target-account list built from accounts confirmed by two or more independent intent sources (G2 + Bombora/Demandbase/6sense/ZoomInfo), ranked in tiers, enriched with contacts.
G2
Intent-Enriched Account Scoring
Weekly pipeline update that scores open leads and accounts against live G2 intent, delivering tier-banded priority queue and CRM field updates.
G2
Intent-Driven Outbound Briefing
Daily briefing that ranks G2 research signals into target accounts with ready-to-send email and LinkedIn drafts.
G2
Generate Pipeline Reports & Analytics
Creates summary reports of all qualified prospects with pipeline metrics, win rates, and forecasting.
Prepare for Calls & Generate Proposals
Creates meeting briefs with talking points, discovery questions, and objection responses plus full client proposals.
Generate Email Sequences & Follow-ups
Creates personalized cold, warm, and referral email sequences with multi-touch follow-up cadences.
Map Decision Makers & Buying Committee
Identifies C-suite, technical champions, economic buyers, and stakeholders from public data.
Research Company Fit & Firmographics
Analyzes company size, industry, growth stage, and strategic positioning to score buyer fit.
Access Quick Reference Frameworks & Templates
33 standalone skills: email copywriting templates, GTM plays, sales trigger libraries, personalization frameworks, SDR prompts, and LinkedIn guides.
Launch Signal-Based Selling Campaigns
9 sub-skills for job changes, funding, hiring, website visitors, company events, tech changes, competitor moves, and multi-signal scoring.
Enrich B2B Data With Clay Automation
9 sub-skills for company, contact, and phone enrichment with waterfall workflows, scoring, and conditional logic.
Standalone Reference Skills & Knowledge Bases
33 quick-reference guides on email copywriting, GTM strategy, sales triggers, personalization, LinkedIn, and SDR tools.