Playbooks

Agentic workflows for every GTM motion

Playbooks chain agents into automated workflows. Pick an account source, trigger, or funnel stage, and agents handle the research, qualification, and outreach. The orchestration layer runs the chain; your team works in the workspace.

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TAM

5,000 accounts

Not in your CRM 4,000 accounts

Newbiz Gap

In your CRM

Dormant* 800 accounts

Newbiz Recycling

Working 100 accounts

Opportunity 50 accounts

Client 50 accounts

Ex-Customer Recycling

By account source

Where do accounts come from?

Three playbooks for three account sources. Whether they're not in your CRM yet, sitting dormant, or customer accounts with champions who moved.

Newbiz Gap

One-time · Continuous

Import company names not in your CRM. Agents qualify, research, find contacts, and write plays from scratch.

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Newbiz Recycling

One-time · Scheduled

Re-qualify dormant CRM accounts with fresh research, re-verified contacts, and updated outreach.

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Ex-Customer Recycling

Continuous

Monitor customer contacts for job changes. CS gets departure alerts, Sales gets warm intro opportunities.

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By trigger

What activates the workflow?

Five playbooks triggered by signals, events, job changes, schedules, or inbound leads. Set them up once, let them run.

Signal-based Outreach

Continuous

Define your signal criteria. When a match is found, agents trigger the full workflow automatically.

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Event (Pre & Post)

One-time

Upload attendee or booth lead lists. Agents qualify, research, and write event-context outreach.

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Champion Monitoring

Continuous

Track when pipeline contacts change companies. Agents research the new company and write warm outreach.

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Scheduled Research

Scheduled

Schedule recurring agent runs on accounts and contacts. Surface new signals and create CRM alerts.

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Inbound Lead Qualification

Continuous

New CRM lead from a form fill or demo request? Agents auto-qualify, research, and write follow-up.

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By funnel stage

Where is the deal?

Three views across the funnel — each aggregating the playbooks and agents most relevant to that stage.

Top of funnel

Fill the pipeline

Cold prospecting at scale. From a list of names to qualified accounts with personalized outreach ready to send.

5 playbooks · 8 agents

Explore Middle of funnel

Accelerate deals

Keep working accounts fresh, track champion movements, and prepare for the conversations that move deals forward.

3 playbooks · 7 agents

Explore Bottom of funnel

Close with confidence

Meeting prep, objection handling practice, and fresh context for the conversations that close deals.

1 playbook · 4 agents

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Agentic workflows for every GTM motion

Where do accounts come from?

Newbiz Gap

Newbiz Recycling

Ex-Customer Recycling

What activates the workflow?

Signal-based Outreach

Event (Pre & Post)

Champion Monitoring

Scheduled Research

Inbound Lead Qualification

Where is the deal?

Fill the pipeline

Accelerate deals

Close with confidence

Pick a playbook. Agents take it from there.