Playbook

Getting started

Account-level intent data can point sales reps in the right direction, but it doesn’t tell them who to outbound or how.

Cue the manual research to uncover relevant buying signals, find the right stakeholders, and craft impactful outreach? Not anymore 🙅

In this playbook, we’ll show you how to surface the right buyers at in-market accounts and get in touch automatically, even if contacts aren’t currently tracked in your digital ecosystem or CRM.

What you’ll need:

Step 1: Automate prospecting

Let’s say our organization sells a product aimed at marketing teams at enterprise SaaS companies.

We want to know when an account that matches our ideal customer profile shows intent. We also want to know the best people at the company to outbound.

We’d log in to Common Room and go to Workflows.

We can build automated workflows based on any combination of organization- and person-level actions or attributes.

In this case, let’s say we want to automatically identify ideal personas at target accounts that visit the pricing page on our website.

We’d click New workflow and select Create from scratch.

Next we’d choose Run for a set of organizations.

From here we can customize our workflow however we want.

First let’s make sure we’re tracking the right accounts. We’d click Add filter and select the Ideal customer profile tag.

Then we’d add a filter for pricing page visits on our site.

Next we’d click Add step and select Add contacts to an organization via Prospector.

We can customize which people to prospect on the fly (keep in mind, we can also set which people Prospector will surface for us by default in the Settings menu).

We can add filters for job title, role, seniority level, location, job-change history, and even LinkedIn follower count.

Our ideal buyers are marketing leaders at the director level and above who operate in North America, so we’ll configure Prospector accordingly.

Finally, we’d add Add or remove from segment as our final step. We can add contacts to an existing segment or create a new one.

Now Prospector will automatically add the right personas from any organization that matches our ICP and visits our pricing page to a bespoke burndown list 🙌

Once the person is added, Common Room’s identity resolution and waterfall enrichment engine—Person360™—will automatically create a profile for them, reveal relevant firmographic details and contact information, and even add new first-, second-, and third-party signals to their profile as they’re detected over time.

From here we can easily sync them with our CRM, drop them into a personalized email sequence, and more—all from the same place.

Or we can let Common Room automate outreach for us.

Step 2: Automate outreach

Now that we've streamlined audience creation, we can automate taking action on this audience by automatically sending prospects to a personalized outbound sequence.

After we save our new automation, we’d go back to Workflows, hit New workflow, and select Add to Outreach sequence.

First we’d add the appropriate segment as a filter.

Then we’d select which sequence to add them to and which mailbox it should come from.

Boom—now both prospecting and outbounding are on autopilot 🛩️

We can even have our AI agent, RoomieAI™, write an intro message for us.

Our message might look something like this:

Wrapping up

And there you have it.

Now you can zero in on the right prospects at high-intent accounts and reach out automatically—no manual research or sequencing required 🎉

Want to see a playbook on a different topic? Get in touch. And if you haven’t already, try Common Room for free.