Outbound pipeline
Build a targeted prospect list from scratch. Step 1: Find companiesFind SaaS companies in the US with 50-500 employees that have raised a Series A or B.Step 2: Find decision makers
Find the VP of Sales and Head of Marketing at each company.Step 3: Get contact info
Get their emails and phone numbers.Step 4: Personalize
Write a one-sentence personalized opener for each person based on their company and role.Step 5: Push to CRM
Create HubSpot contacts for everyone with a score above 60.
Inbound demo qualification
Qualify and route someone who just booked a demo. Step 1: Researchjane@acme.com just booked a demo. Research Acme Corp: what they do, how big they are, and any recent news.Step 2: Enrich
Enrich Jane’s contact info and find other decision makers at Acme.Step 3: Score
Score this lead 1-100 based on title seniority, company size, and industry fit.Step 4: Route
If the score is above 70, send a Slack message to #sales-alerts with the details.
Event follow-up
Process a list of event attendees and prioritize outreach. Step 1: UploadHere’s a CSV of attendees from last week’s conference.Step 2: Enrich
Fill in missing emails, phone numbers, and titles.Step 3: Score and segment
Score everyone 1-100 and split into hot, warm, and nurture segments.Step 4: Export
Export the hot leads as CSV.
LinkedIn engagement prospecting
Find and enrich people who engaged with a specific LinkedIn post. Step 1: Get reactionsFind people who liked or commented on this LinkedIn post: [paste URL]Step 2: Filter
Filter to people with Director, VP, or C-suite titles.Step 3: Enrich
Get their emails and phone numbers.Step 4: Push to CRM
Push the qualified leads to Salesforce.
Account-based meeting prep
Research a target account before a meeting. Step 1: Company researchDo a deep research on Ramp: what they do, recent news, funding, and competitive landscape.Step 2: Find key people
Find the leadership team at Ramp and get their LinkedIn profiles.Step 3: Recent activity
Get the last 5 LinkedIn posts from the person I’m meeting with: [paste LinkedIn URL]Step 4: Brief
Summarize everything into a one-page meeting prep brief.
Weekly CRM cleanup
Clean and enrich stale CRM data on a recurring schedule. Step 1: Set up the automationSchedule a weekly automation every Monday at 9am: pull all Salesforce leads created this week, enrich missing fields, score them, and flag anyone below 30.Canvas runs this automatically every week. Review results in the automation’s run history.