What would you like
to get done?
Find the right accounts, start better conversations, and keep your pipeline moving. Pick a workflow and make the prompt your own.
Browse by role
Browse by role
Customer industry
- Included with Unify
- Your connection
75 workflows
Start here
Three ways to put Unify to work. Open one for the steps, data sources and starting prompt.
- Included with Unify
- Your connection
+3Webinar follow-upTurn a messy webinar CSV into pipelineWebinar exports arrive with typos, personal emails and half the titles missing. Clean the list, verify the people, keep the ones who fit, and follow up on the session they attended.
+4Deal revivalReopen closed-lost deals when something changesA lost account that comes back to your site, or raises, hires or changes its stack, has a new reason to talk. Find it, read why you lost, and write to that.- +1Team performanceLearn from your best repsCompare reps on comparable audiences, read what the top two actually wrote, then test it.
Prospecting and research
Build the list yourself, from evidence rather than a saved filter.
+4Local businessesBuild a local-business territory listLocal businesses are found by category, city and what they run, and the owner is the buyer. Build the list, verify the contact, and skip the ones you already know.
+1List buildingBuild a lookalike list from your best customersStart from the accounts that actually closed and expand outward on what they share.
ICP planningDefine your ICP and first buying signalsStart from your website and customers to draft a practical account profile and a small signal watchlist.
+5Contact discoveryFind and enrich the right account contactsBuild a contact list around the people you need to reach, with verified details ready for review.
+3Creator spendFind brands investing in creatorsCompanies that just started sponsoring podcasts or working with creators have a marketing budget and a new channel to fill. Upriver sees the partnerships; the note opens on them.
+5Account researchFind companies outgrowing their current setupSurface accounts whose tooling, hiring and public activity suggest they have outgrown what they run today.- +3Ecommerce prospectingFind growing ecommerce brandsShopify and other store brands ranked by estimated revenue and growth, with the apps they installed this quarter and the person who runs the store, from Store Leads.
- +3Problem-aware accountsFind problem-aware accountsCompanies saying out loud, in posts, job ads, forums and reviews, that they have the problem you solve. Unify's Infinity Signal watches for them so the first line can quote it.
+3CompetitiveFind the accounts your competitor just wonWatch who adopts a competitor's tooling and keep them on a list for the moment that contract comes up.- +2Buyer mappingMap the buying committee before you writeFind the people who own the problem, approve the budget and review the purchase. See why each belongs in the conversation.
- +2Partner listsWork a partner-sourced account listA partner sends a spreadsheet of accounts. Match it to the CRM, find who is new, enrich the contacts, and route each account to the rep who should have it, before the list goes stale.
Signals and intent
Act on what accounts are doing right now.
+4Research intentAct on category and comparison researchSomeone reading comparison pages has moved past whether to buy and on to which one.- Hiring audiencesBuild an audience from hiring signalsFind accounts investing in the team you sell to and keep the job evidence with the audience.
- +5Daily prioritizationBuild today's prospecting listOpen the day with ten accounts ranked on fit, this week's intent and your own history with them, each with a verified contact, instead of a judgment call about where to start.
- +2Leadership changesCatch a new executive earlyNew leaders review what they inherited. That window closes fast.
+4Social signalsCheck socials for competitor engagementPeople in your ICP who liked, commented on or reposted a competitor's posts in the last two weeks are interested in the category. Find them, and write about the topic, not the competitor.
+4Marketing growthFind accounts scaling their marketingA company that just doubled its ad spend or its organic traffic is growing, and has budget. Find the ones in your ICP while the growth is fresh.- +3Territory whitespaceFind territory whitespaceThe accounts in a territory that fit the ICP, have never been touched, and just showed a buying signal. The untouched part of every territory is where the next quarter is.
- +2Competitive intelKeep battlecards current from competitor movesWho adopted a competitor, when, and what changed since. Refreshed every Monday, not every quarter.
- +3Product launchesProspect on product launchesA company that just launched a product has new customers to support, new numbers to hit and a reason to talk. Find the launches in your ICP and the person who owns what comes next.
- +1Funding signalsReach accounts the week their funding landsA round closes, budget appears, and a queue forms. Being early is most of the advantage.
- +7Signals and intentStack signals on one accountOne signal is a guess. Four pointing the same way is a reason to call today.
+7Campaign trafficTurn campaign traffic into outboundThe people who clicked your campaign are on your site now. Find the accounts behind them before the session ends.- +1Pricing-page follow-upTurn pricing visits into call tasksQualify each pricing-page visitor against the ICP, skip the accounts you already work, and route a call task with the pages viewed to the owner the same day.
- +1Web intentTurn website visitors into outboundPut a name to the traffic, and get the follow-up out the same day rather than in next week's report.
Product-led growth
Turn product behaviour into outbound.
- +4Stalled signupsFollow up with stalled signupsPeople signed up, logged in, and stopped before the step that makes the product useful. Find where each one stopped and point them at the next step.
+4Product-ledRun outbound on product usageThe strongest signal you have is what people already do inside your product.- +4Free-plan conversionTurn free-plan usage into upgradesFree-plan users who use the product every week have already made the case. Find them, and write to the one who uses it most.
- +4Paywall hitsTurn paywall hits into upgrade conversationsSomeone hit a limit inside your product. Find out which limit, who else at the account is affected, and offer help before the upgrade pitch.
Customer expansion and health
Grow the accounts you already have, and see the ones at risk early.
- +2New stakeholdersCatch new stakeholders at customer accountsA new VP at a customer has never heard of you and owns the budget your product sits in. Find them in their first 90 days, before they find a replacement.
- +2ExpansionExpand into a customer's neighboring teamsThe next deal is often one department across from the one you already serve, and sometimes it has already started without you. Find both, and who to ask.
- +5Cross-sellFind cross-sell opportunitiesCustomers on one product whose stack, hiring or usage says they fit a second one. Name the product, show the evidence, and find the person who would buy it.
- +3Expansion signalsFind customers ready to expandA customer that raised money, hired for the team you serve or opened an office since they bought has outgrown the contract they signed. Find them before the renewal does.
+3Product-qualified expansionFind product-qualified expansion accountsUsage rising, new active users, a second team switching on. The product already told you which customers have outgrown their plan. Read it before the renewal.- +1Adoption riskFind under-adopted customersThe customers who never switched on the feature they bought for, or stopped using it, are the churn list six months early. Find them, and offer help with one specific thing.
- +4Renewal healthPrioritize renewals using product healthNinety days out, usage trends, feature adoption and what changed at the account say which renewals need a person this week and which will sign themselves.
- +3New users and teamsSpot expansion from new users and teamsA second department, a new domain, a director who just logged in for the first time. Adoption spreads inside a customer before anyone tells you. Find where, and who to ask.
Relationships and reactivation
Reach people through a path that already exists, and go back when something changes.
- +6Dormant pipelineCatch dormant pipeline heating upOpen deals that went quiet are not dead. When the account comes back to your site, hires, raises or adds a stakeholder, the deal is warm again and nobody is looking. Catch it the day it happens.
RelationshipsFind a warm introductionStart from the accounts showing intent this month, find the ones where someone on the team already knows the buyer, and spend the favor where it is likely to land.- +3Bad-timing repliesFollow up on 'not now' repliesSomeone said 'not now' six months ago. Find what changed at their company since, and write to that rather than to the old thread.
- +1Job changesFollow your champions to new companiesSomeone who already bought from you once has just landed somewhere new.
- +4Old inboundRe-engage old inbound leadsEveryone who asked for a demo or downloaded something in the last 18 months and never became a deal. Some are still there, some came back this week, and a few now have the budget they lacked. Find those.
Outreach and meetings
Write and prepare with the research attached.
- +1SequencingBuild a multichannel sequence worth answeringEmail, a connection request and a call, spaced so it reads as persistence rather than noise.
- +2Call follow-upCreate call tasks for repeat email openersFind people who repeatedly opened without replying, then review who warrants a call.
- +4Meeting prepGet ready for a first meetingTen tabs of research, or one prompt and a brief with sources against each claim.
- CallingStart a calling session with your best leadsTwenty leads with a verified number, in the order to call them, each with one line to open on. Start dialing instead of building the list.
- +1OutreachTurn research into outreach that sounds like youPersonalized does not mean mentioning the logo. It means naming something they can check.
Events and inbound activation
Turn attendee lists, form fills and engagement into follow-up that lands.
- First-party audiencesBuild audiences from first-party engagementWebsite visits, content reads and campaign clicks are already yours. Combine them with the ICP into an audience that refreshes itself, and split it by who should work it.
- +2Unworked engagementFind engaged accounts sales has not workedAccounts that read your content, opened your campaigns and visited your site, with no sales touch in two months. Marketing did its job. Hand them over with the evidence.
- +4Post-event follow-upFollow up after an event with the right peopleThe badge you scanned is rarely the buyer. Drop customers and open deals, rank the rest, and add the decision makers who stayed home.
- Sales handoffHand email-engaged leads to the right repGive sales a prioritized handoff with the engagement context and a clear owner.
- +3Attendee rankingPrioritize event attendeesFour hundred badges is not a list. Rank them by fit, what their company is doing and what they have already done on your site, and work the top of it.
- +2Inbound routingQualify and route inbound leadsA form fill tells you an email address. Enrich it, score it against the ICP, check who owns the account, and route it to the right rep with the reason, before the lead goes cold.
- +4Pre-conference outreachRun a pre-conference campaignThe attendee list lands three weeks out. Qualify it, find a direct line for the people who fit, and book the booth before the doors open.
- +1Event follow-upTurn an event list into a sequenceClean the attendee list and draft outreach that references the event without inventing a conversation.
Pipeline intelligence and coaching
Read your own records honestly, then change one thing at a time.
- +2Activity versus fitCheck whether reps work the right accountsActivity is easy to count. Whether it landed on accounts that fit the ICP and showed intent is the question, and the answer is different for every rep.
- +2Coverage gapsFind pipeline coverage gapsCoverage by rep, segment and territory against the number, and the accounts that could fill each gap, so the fix is a list of names rather than a bigger target.
- +2Pipeline driversFind what drives outbound pipelinePipeline broken down by signal, persona, segment, channel and rep, from the CRM and the outreach records, so the next quarter is planned on what worked rather than on what felt busy.
- Sequence performanceFind what your best sequences do differentlyReply rates say which sequences win. The steps, timing and audience behind them say why, and that is what the rest of the team can copy.
- +2Wasted capacityFind where rep capacity is wastedLow-fit accounts that soak up touches, high-fit accounts that get none. The hours are the same either way; this shows where they went and what they should have gone to.
- +1Segment performanceFind which segments are workingSome pockets of the market convert far above the activity they get. Find them by conversion against effort, so the next quarter's list is built where the replies already are.
- +3Signals to meetingsFind which signals create meetingsEvery meeting started with a reason to write. Trace them back and the signals that actually produce pipeline separate from the ones that only produce activity.
- +2TAM coverageMeasure TAM coverageThe whole market that fits your ICP, against the part of it in your CRM, in pipeline, and worked this year. The untouched part is the plan.
- +2Program attributionMeasure which programs create pipelineEvents, webinars and campaigns compared on the meetings and pipeline they created, traced through the people who attended, engaged and then met, not on registrations.
- Team reportingPrepare a leadership updateWhat outbound did this week, what it created, and which accounts nobody is working.
- +4Rep onboardingRamp a new rep in 30 daysA first book built from live signals, the habits of the team’s best, and a check-in at week four.
Operations and data
Keep the machine clean and the records current.
- +3Account distributionBuild tomorrow's booksEvery evening, the accounts worth working tomorrow are ranked, split across the team by territory and load, and handed to each rep with a verified contact and the reason.
- Deal next stepsGive every open deal a next stepTurn the latest activity and unresolved questions into one concrete action for each opportunity.
- +7Data qualityKeep account and contact data currentFill the gaps, match new lists against what you have, and keep records with the people who own them.
- Outreach exclusionsKeep protected accounts out of outreachExclude customers, competitors, open opportunities and accounts another rep is already working.
- Pipeline hygieneSpot stalled sequences before they cost youSequences that stopped, deals that went quiet, and contacts still being emailed after they replied.
- +6Warehouse signalsTurn warehouse data into account signalsUsage, billing, activation and health tables already sit in Snowflake or ClickHouse. Join them to the CRM and outside signals, and they become a list of accounts to act on.
The data behind the workflow40+ data connections.
40+ data connections.
One conversation.
Start with data included in Unify. Connect your own tools when a workflow needs your accounts, activity, or product usage.
Included with Unify
Research beyond your own records.
- Companies & contacts
- Find accounts, people, and contact details.
- Tools & hiring
- See tech stacks and the teams companies are building.
- Funding & company news
- Spot changes that give you a reason to reach out.
Connect your tools
Bring in the context only your team has.
- Your CRM
- Account owners, customers, opportunities, and deal history.
- Your mailbox & activity
- Past conversations, replies, and follow-ups.
- Your product & website
- Team adoption, product usage, and website visits.
- Your warehouse & files
- CSV uploads, and usage, billing or health data from Snowflake or ClickHouse, brought in through Fivetran, Hightouch or the Unify API.
Setup guidesSalesforceHubSpotGmailOutlookSegment6senseDemandbaseG2Google Tag ManagerPostHogClearbit
A few common questions
Where should I start?
Pick the job you want to get done, or filter by your role and the industry you sell to. Each workflow shows the steps, the data it uses, and a prompt to get started.
Do I need to connect my tools?
It depends on the workflow. Each page lists its setup requirements. Some use data included with Unify; others need your CRM, mailbox, website tracking, or product analytics.
Can I change the prompts?
Yes. Use the starting prompt as a draft and adapt it to your accounts, audience, and goals. You can copy it or open it in Unify to edit.
Are these workflows only for my industry?
Many work across industries. Choose a customer industry to see relevant workflows and how the approach changes for the market you sell into.