Forward to: Sales Team

Sales Intelligence
Workflows

Ten agent workflows for the Sales Team — lead enrichment, prospect digital maturity scoring, technology stack detection, buying signal identification, ICP matching, account prioritization, champion mapping, competitive displacement, territory intelligence, and deal acceleration — transforming domain intelligence into pipeline revenue.

1Lead Enrichment & ICP Scoring

AI agent enriches inbound leads by analyzing their domain intelligence — company size signals from careers pages, technology maturity from API docs, budget indicators from pricing pages, and industry classification from IAB categories.

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Enrich Inbound Leads with Domain Intelligence
/careers /about /products /api OpenPageRank IAB Categories Countries
LEAD ENRICHMENT — 847 NEW LEADS THIS WEEK ════════════════════════════════════════════════════════ TIER 1 — IDEAL ICP (34 leads): enterprise-corp.com — ICP Score: 96/100 /careers: 450+ roles → Est. 2,000+ employees ✓ Enterprise /api: Comprehensive API docs → ✓ Tech-savvy /products: Multiple SaaS products → ✓ Software company IAB: Technology > SaaS | PageRank: 7.4 | Countries: US, UK, DE /security: SOC2 + ISO present → ✓ Compliance mature MATCH: 6/6 ICP criteria met — Route to Enterprise AE immediately growth-startup.io — ICP Score: 89/100 /careers: 85 roles → Est. 200-500 employees ✓ Growth stage /api: API docs present → ✓ Tech-savvy /pricing: Enterprise tier purchased → ✓ Budget available IAB: Technology > Software | PageRank: 5.1 | Countries: US MATCH: 5/6 ICP criteria — Route to Mid-Market AE TIER 2 — PARTIAL MATCH (189 leads): Average ICP Score: 62/100 | Missing: API maturity or company size TIER 3 — LOW FIT (624 leads): Average ICP Score: 28/100 | Route to self-serve or nurture

2Prospect Technology Stack Detection

AI agent maps prospect technology stacks by analyzing their API documentation, partner integrations, product pages, and documentation — identifying tools they use and opportunities for displacement or integration.

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Map Prospect Technology Stack
/api /docs /partners /products IAB Categories
TECH STACK ANALYSIS — enterprise-corp.com ════════════════════════════════════════════════════════ DETECTED TECHNOLOGY STACK: /partners: Salesforce, HubSpot, Slack, Jira, AWS /docs: References to Snowflake, dbt, Segment /api: REST + GraphQL endpoints, OAuth2 implementation /products: Mentions Kubernetes, Docker, Terraform COMPETITIVE TOOLS DETECTED: /partners: Lists competitor-tool.com as integration /docs: competitor-tool.com API referenced in 3 guides CURRENT VENDOR: Using competitor for core workflow DISPLACEMENT OPPORTUNITY: Integration overlap: 14 of 16 integrations we support Missing integrations: Snowflake (on our roadmap Q2) API compatibility: REST + OAuth2 — full compatibility RECOMMENDATION: Position migration ease + superior API

3Buying Signal Identification

AI agent detects buying signals by monitoring prospect domain changes — new leadership hires, budget announcements, technology evaluations, and organizational changes that indicate purchase readiness.

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Detect Buying Intent Signals
/leadership /careers /press /blog OpenPageRank
BUYING SIGNALS — TOP ACCOUNTS ════════════════════════════════════════════════════════ HOT — Immediate Outreach (8 accounts): target-enterprise.com /leadership: New VP Operations hired (our buyer persona) /careers: Hiring "Operations Manager" — mentions our category /press: "$50M Series D to accelerate digital transformation" /blog: "Why We Need Better [Category] Tools" INTENT SCORE: 94/100 — New leader + budget + stated need scaling-company.com /careers: 12 new roles mentioning "process automation" /press: Announced 3x revenue growth, hiring 200 /about: Updated mission to include "operational excellence" INTENT SCORE: 87/100 — Rapid growth creating tool need WARM — Nurture (23 accounts): Average Intent Score: 58/100 | Some signals but no urgency trigger

4Account Prioritization & Territory Planning

AI agent ranks and prioritizes accounts across territories using domain intelligence — company size, growth trajectory, technology maturity, and competitive vulnerability to optimize rep focus and territory balance.

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Rank Accounts by Revenue Potential
/careers /about /pricing OpenPageRank Countries IAB Categories
TERRITORY PRIORITIZATION — WEST REGION ════════════════════════════════════════════════════════ Account Est.Size PR ICP Intent Priority enterprise-corp.com 2,000+ 7.4 96 94 ★★★★★ scaling-company.com 500+ 5.8 89 87 ★★★★★ tech-firm.com 1,200+ 6.9 91 72 ★★★★☆ mid-market-corp.com 300+ 4.5 74 65 ★★★☆☆ growing-startup.io 100+ 3.2 68 58 ★★★☆☆ small-agency.com 30+ 2.1 42 34 ★★☆☆☆ TOP 3 accounts = 65% of territory revenue potential RECOMMENDATION: Focus 60% of time on top 3 accounts

5Champion & Stakeholder Mapping

AI agent maps organizational structure and identifies potential champions by analyzing leadership pages, careers pages, and about pages — understanding reporting structures and finding the right contacts for multi-threaded selling.

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Map Decision Makers & Champions
/leadership /about /careers /contact Personas
STAKEHOLDER MAP — enterprise-corp.com ════════════════════════════════════════════════════════ EXECUTIVE TEAM (from /leadership): CEO: Sarah Chen — Strategic sponsor potential CTO: Michael Park — Technical decision maker VP Operations: James Liu (NEW) — Primary buyer persona VP Engineering: Priya Sharma — Technical evaluator CFO: Robert Williams — Budget approver TEAM STRUCTURE (from /careers): Operations team: 45+ people (12 open roles) Engineering: 200+ people (89 open roles) Operations team is growing — budget available RECOMMENDED APPROACH: Champion: VP Operations (James Liu — new hire, mandate to improve) Technical: VP Engineering (Priya Sharma — evaluate API/integrations) Economic: CFO (Robert Williams — final budget approval) Multi-thread: Contact all 3 within first 2 weeks

6Competitive Displacement Targeting

AI agent identifies accounts using competitor products that show dissatisfaction signals — support complaints, stale integrations, or competitor vendor health degradation that create displacement opportunities.

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Find Displacement Opportunities
/partners /support /blog /products OpenPageRank
DISPLACEMENT OPPORTUNITIES — COMPETITOR WEAKNESS ════════════════════════════════════════════════════════ Competitor: struggling-competitor.com (degrading vendor) /support: Response times 3x slower (48hr avg vs 16hr historical) /careers: -45% headcount, engineering team shrinking /leadership: CTO departed, no replacement announced PageRank: 4.2 → 2.8 (6-month decline) TARGET ACCOUNTS USING THIS COMPETITOR: big-retailer.com — Est. 5,000+ employees /partners: Lists struggling-competitor.com as vendor /blog: Recent post mentions "evaluating alternatives" OPPORTUNITY: Active evaluation — immediate outreach finance-corp.com — Est. 3,000+ employees /partners: Lists struggling-competitor.com as vendor /support: Increased support ticket volume signals frustration OPPORTUNITY: Growing pains with incumbent — offer migration Total displacement targets: 89 accounts using this competitor

7Deal Velocity & Engagement Scoring

AI agent tracks prospect engagement patterns across their domain intelligence touchpoints — measuring evaluation depth, stakeholder involvement, and competitive comparison activity to predict deal velocity and close probability.

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Score Deal Engagement & Velocity
/docs /api /security /compliance /pricing
Deal Velocity Score
enterprise-corp.com — Engagement: 94/100 — Visited /docs (14x), /api (8x), /security (5x), /compliance (3x), /pricing (6x) in 14 days. Multiple stakeholders engaged (3+ unique sessions). Reviewing security/compliance pages indicates procurement stage. Average deal at this engagement level closes in 23 days.
High-velocity deal — forecast 85% close probability
Engagement Pattern
mid-market-corp.com — Engagement: 45/100 — Visited /pricing (2x) and /products (1x) only. Single stakeholder. No /docs or /api review. No security evaluation started. Pattern suggests early exploration — not in active buying cycle yet.
Early stage — nurture with content, don't push demo

8Prospect Digital Maturity Assessment

AI agent evaluates prospect digital maturity by analyzing their web presence — API sophistication, documentation quality, technology adoption, and security posture — to predict product fit and implementation complexity.

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Score Digital Maturity
/api /docs /security /products Domain Ages OpenPageRank
DIGITAL MATURITY ASSESSMENT ════════════════════════════════════════════════════════ enterprise-corp.com — Maturity: ADVANCED (92/100) /api: REST + GraphQL, versioned, OAuth2 /docs: Comprehensive developer docs, SDKs in 5 languages /security: SOC2 Type II, ISO 27001, bug bounty /products: Microservices architecture, cloud-native FIT: Perfect for our advanced tier — fast implementation traditional-corp.com — Maturity: MODERATE (54/100) /api: Basic REST API, no versioning /docs: Limited documentation, PDF guides only /security: Basic security page, no certifications listed /products: Legacy architecture indicators FIT: Needs standard tier + implementation services small-local-biz.com — Maturity: BASIC (21/100) /api: Not present | /docs: Not present /security: Not present FIT: Poor — likely needs simpler tool in our category

9Expansion Revenue Signal Detection

AI agent monitors existing customer domains for growth signals — hiring surges, product launches, geographic expansion, and M&A activity that indicate expansion revenue opportunities for upselling and cross-selling.

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Detect Customer Expansion Signals
/careers /press /about /products Countries
EXPANSION SIGNALS — EXISTING CUSTOMERS ════════════════════════════════════════════════════════ HIGH EXPANSION POTENTIAL (12 accounts): current-customer-a.com (Current: 50 seats, $2,400/mo) /careers: +180% headcount growth (45 → 120+ roles) /press: $75M Series C announced — rapid scaling Countries: Opened UK and Germany offices (new geos) /products: Launched 2 new product lines UPSELL: From 50 → 200+ seats, add EU region = $12K/mo current-customer-b.com (Current: 200 seats, $9,800/mo) /press: "Acquired subsidiary-corp.com (500 employees)" /about: Updated to include acquired company UPSELL: Add acquired company = 500 seats, +$24K/mo

10Sales Battlecard Auto-Generation

AI agent generates dynamic competitive battlecards by combining real-time domain intelligence on competitor product changes, pricing updates, and vulnerabilities with win/loss patterns and displacement strategies.

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Generate Live Competitive Battlecard
/products /pricing /security /support /careers OpenPageRank

Competitive Battlecard: rival-platform.com

QUICK FACTS (auto-updated Feb 2026) ──────────────────────────────────────── PageRank: 7.8 | Employees: ~2,000 | Countries: 12 Pricing: Pro $49/user, Enterprise custom Recent: Acquired data-tool-startup.com, launched AI Copilot WHERE WE WIN 1. Mobile app (they are Beta, we are GA) 2. API depth (our v3 API has 340 endpoints vs their 280) 3. Implementation speed (avg 14 days vs their 45 days) 4. Customer support (our /support CSAT 94% vs their 78%) WHERE THEY WIN 1. AI Copilot now GA (we are still Beta) 2. Analytics (acquired data-tool-startup.com) 3. Brand recognition (PageRank 7.8 vs our 7.2) LANDMINES TO SET 1. Ask about mobile app GA date (they'll say "coming soon") 2. Ask about data-tool acquisition integration timeline 3. Request customer references in prospect's vertical
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