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Category

Intent Conversion

Expert-built intent conversion skills — install them on Expertise and run them on your own data.

Browse skills

  • Expertise Live AE Orchestrator

    CRMGmailSlack
    Sample result
    #ae-alerts
    ExpertiseApp9:15 AM
    High-intent activity from Brixton Holdings on the project financing page.
    Account:Brixton Holdings
    Contact:Dimitri Osei
    Signal:Viewed 'Commercial Solar Financing' page for 3m 15s
    CRM Status:Open Opp (Q3 Expansion, Stage: Proposal)
    Owner:Ava Singh
    Recommendation:Send follow-up about new financing options.
    1

    A drafted follow-up and Slack alert for any high-intent website visitor.

    By Moe muddapatiDemoInstall

  • Content Engagement Follow-Up

    Website signalsCRM
    Sample result
    ExpertiseApp9:15 AM
    Key contact read high-intent case study
    Contact:Ronan Whitfield
    Account:Onyx Partners
    Content Read:Digital Twin for Construction case
    Signal:High-intent from contact in active deal

    A ready-to-send follow-up email when a prospect engages with your website content.

    By Riddhima AgarwalDemoInstall

  • LinkedIn Engagement Follow-Up

    LinkedInCRM
    Sample result
    Draft a follow-up to LinkedIn engagement
    ACAnton Cardenas

    Hi Anton, thanks for your comment on my post about solvent recycling. Many distributors are cutting disposal costs by 30% with our new biodegradable solvents. Open to a brief chat next week to see if it could be a fit for Marlow Systems?

    A ready-to-send follow-up when a prospect engages with your LinkedIn content.

    By Adam LinDemoInstall

  • Ad Engagement Follow-Up

    Ad platformCRM
    Sample result
    ExpertiseApp9:15 AM
    Engagement signal: key contact clicked ad
    Account:Glint Labs
    Signal:Clicked LinkedIn ad
    Contact:Key contact
    Source:LinkedIn Ads

    A follow-up recommendation when a prospect engages with one of your ads.

    By Riddhima AgarwalDemoInstall

  • Website Visitor Identification

    Website signalsCRM
    Sample result
    ExpertiseApp9:15 AM
    High-intent visit from open opportunity
    Visitor:Ronan Aliyev (Director of Operations)
    Account:Dovetail Ventures
    Stage:Evaluation
    Pages Viewed:Enterprise POS Features, Pricing
    Visit Duration:7 minutes

    An alert with a follow-up plan when a known contact visits your website.

    By Josh HamburgerDemoInstall

  • Inbound Lead Qualification

    Website signalsCRMContact data
    Sample result
    Score new inbound leads
    ContactCompanyTitle
    Ines RahmanUmbra DynamicsDirector of Operations
    Maria GarciaStarlight LogisticsVP of Logistics
    Ben CarterApex Freight SolutionsLogistics Coordinator
    David ChenMomentum ShippingFleet Manager
    Leo VanceState UniversityStudent

    A qualification summary and next step for every new inbound lead.

    By Nick RajaduraiDemoInstall