- \n
- \n
Dormant contacts or companies<\/strong> where there hadn\u2019t been recent engagement. These gave us a realistic testing ground for the agent\u2019s reasoning and helped us understand how well its output aligned with previous experience.<\/p>\n<\/li>\n
- \n
Profiles that matched our ideal client criteria<\/strong>, ensuring we were working with leads that had clear relevance to our services and typical engagement patterns.<\/p>\n<\/li>\n<\/ul>\n
\n
By narrowing the dataset to meaningful, high-context entries, we created a clean foundation for focused research and for building the first n8n prototype.
This allowed us to observe agent behaviour in a controlled environment before expanding to the broader CRM.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n[\/et_pb_text][et_pb_text quote_border_color=”#FFFFFF” _builder_version=”4.27.4″ _module_preset=”0504de1e-f5ff-4281-ba60-cbbe4edf98bc” text_font=”–et_global_body_font|IBM Plex Sans_weight|||||||” text_text_color=”#FFFFFF” text_font_size=”16px” text_line_height=”1.75em” link_font=”||||on||||” link_text_color=”#FFFFFF” quote_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” quote_text_color=”#FFFFFF” header_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_text_color=”#FFFFFF” header_font_size=”72px” header_line_height=”1.15em” header_2_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_2_text_color=”#FFFFFF” header_2_font_size=”50px” header_2_line_height=”1.2em” header_3_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_3_text_color=”#FFFFFF” header_3_font_size=”32px” header_3_line_height=”1.3em” header_4_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_4_text_color=”#FFFFFF” header_4_font_size=”24px” header_4_line_height=”1.4em” header_5_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_5_text_color=”#FFFFFF” header_5_font_size=”18px” header_5_line_height=”1.4em” header_6_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_6_text_color=”#FFFFFF” header_6_line_height=”1.5em” custom_margin=”||||false|false” text_font_size_tablet=”15px” text_font_size_phone=”16px” header_font_size_tablet=”40px” header_font_size_phone=”24px” header_font_size_last_edited=”on|desktop” header_2_font_size_tablet=”28px” header_2_font_size_phone=”20px” header_2_font_size_last_edited=”on|phone” header_3_font_size_tablet=”22px” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|phone” header_4_font_size_tablet=”18px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|tablet” header_5_font_size_tablet=”15px” header_5_font_size_phone=”14px” header_5_font_size_last_edited=”on|desktop” header_6_font_size_tablet=”13px” header_6_font_size_phone=”13px” header_6_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n
Query parameter parsing via GTM or JavaScript:<\/strong><\/p>\n
\n \n\n\n\n\n\nYou fully control how UTM data is collected and processed, and when UTMs are missing, you can use referrers to populate source and medium in all forms.<\/p>\n
Storing UTMs in cookies\/local storage\/session:<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n
\n \n\n\n\n\n\nStoring data in your own cookies ensures no outside entity can access it, and you control exactly when and how it\u2019s used.<\/p>\n
The key difference is that when UTMs are missing, we apply our own logic to fill the gaps and identify source and medium. This allows us to capture not only paid traffic but also organic channels and pass that information into the CRM.<\/p>\n
\n \n\n<\/div>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.4″ _module_preset=”default” background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_stops=”#0437ff 77%|#2edbff 100%” custom_padding=”100px|20px|20px|20px|false|true” border_radii=”on|6px|6px|6px|6px” global_colors_info=”{}”][et_pb_heading title=”Step 2: Integrating Agents into the Workflow” _builder_version=”4.27.4″ _module_preset=”8c21dae4-c59d-4c2b-958c-0e045c7f06d6″ title_level=”h4″ title_font=”–et_global_heading_font||||||||” title_text_color=”#FFFFFF” title_font_size=”24px” title_line_height=”1.4em” custom_margin=”||10px||false|false” title_font_size_tablet=”18px” title_font_size_phone=”15px” title_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_text quote_border_color=”#FFFFFF” _builder_version=”4.27.4″ _module_preset=”0504de1e-f5ff-4281-ba60-cbbe4edf98bc” text_font=”–et_global_body_font|IBM Plex Sans_weight|||||||” text_text_color=”#FFFFFF” text_font_size=”16px” text_line_height=”1.75em” link_font=”||||on||||” link_text_color=”#FFFFFF” quote_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” quote_text_color=”#FFFFFF” header_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_text_color=”#FFFFFF” header_font_size=”72px” header_line_height=”1.15em” header_2_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_2_text_color=”#FFFFFF” header_2_font_size=”50px” header_2_line_height=”1.2em” header_3_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_3_text_color=”#FFFFFF” header_3_font_size=”32px” header_3_line_height=”1.3em” header_4_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_4_text_color=”#FFFFFF” header_4_font_size=”24px” header_4_line_height=”1.4em” header_5_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_5_text_color=”#FFFFFF” header_5_font_size=”18px” header_5_line_height=”1.4em” header_6_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_6_text_color=”#FFFFFF” header_6_line_height=”1.5em” custom_margin=”||||false|false” header_font_size_tablet=”40px” header_font_size_phone=”24px” header_font_size_last_edited=”on|desktop” header_2_font_size_tablet=”28px” header_2_font_size_phone=”20px” header_2_font_size_last_edited=”on|phone” header_3_font_size_tablet=”22px” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|phone” header_4_font_size_tablet=”18px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|tablet” header_5_font_size_tablet=”15px” header_5_font_size_phone=”14px” header_5_font_size_last_edited=”on|desktop” header_6_font_size_tablet=”13px” header_6_font_size_phone=”13px” header_6_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n
Next, we embedded a series of AI agents directly into the workflow to streamline how leads move through our process. Each agent plays a distinct role:<\/p>\n
- \n
- Job Monitoring Agent<\/strong> \u2013 Scans job boards and company sites for openings aligned with our services and returns short, relevant summaries.<\/span><\/li>\n
- \n
Industry Analysis Agent<\/strong> \u2013 Identifies the company\u2019s industry and surfaces key trends, challenges, and opportunities that shape their context.<\/p>\n<\/li>\n
- \n
Lead Scoring Agent<\/strong> \u2013 Combines all gathered insights to evaluate fit based on our values, services, and ideal client profile.<\/p>\n<\/li>\n<\/ul>\n
These agents don\u2019t replace human judgment \u2014 they enhance it by giving the sales team clearer information, faster. With most training data already available in our CRM, we could easily compare the agents\u2019 output to real-world cases, then extend the workflow to contacts we hadn\u2019t yet engaged.<\/p>\n
- <\/ul>\n
- CRM:<\/b> We updated leads with lead scores based on a weighting of the research, allowing us to filter out low-scoring companies and keep the database clean.<\/span><\/li>\n
- Task Management System:<\/b> We assigned tasks to responsibles, ensuring follow-up actions are clear and timely. Prioritization of accounts is an additional input provided.<\/span><\/li>\n<\/ul>\n
Sales team consistently receives <\/span>5\u20136 prequalified leads per week<\/b>. This makes their work manageable: they can perform the final review, approach the clients, and provide feedback on the insights gathered. Any feedback can then be incorporated into the workflow to improve even further.<\/span><\/p>\n
- <\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_heading title=”Expanding Beyond the CRM” _builder_version=”4.27.4″ _module_preset=”c33f07d9-41e0-421a-8799-5799df695cce” title_level=”h2″ title_font=”–et_global_heading_font|IBM Plex Sans Condensed_weight|||||||” title_text_align=”center” title_text_color=”#0e0c19″ title_font_size=”50px” title_line_height=”1.2em” custom_margin=”||10px||false|false” title_font_size_tablet=”28px” title_font_size_phone=”20px” title_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{%22#0e0c19%22:%91%22title_text_color%22,%22title_text_color%22%93}”][\/et_pb_heading][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text quote_border_color=”#457b9d” _builder_version=”4.27.4″ _module_preset=”2c55a9c4-feed-423b-9edb-ae0b5b365cac” text_font=”–et_global_body_font|IBM Plex Sans_weight|||||||” text_text_color=”#3c3a47″ text_font_size=”16px” text_line_height=”1.75em” link_font=”|IBM Plex Sans_weight|||||||” link_text_color=”#1d3557″ quote_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” quote_text_color=”#0e0c19″ header_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_text_color=”#0e0c19″ header_font_size=”72px” header_line_height=”1.15em” header_2_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_2_text_color=”#0e0c19″ header_2_font_size=”50px” header_2_line_height=”1.2em” header_3_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_3_text_color=”#0e0c19″ header_3_font_size=”32px” header_3_line_height=”1.3em” header_4_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_4_text_color=”#0e0c19″ header_4_font_size=”24px” header_4_line_height=”1.4em” header_5_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_5_text_color=”#0e0c19″ header_5_font_size=”18px” header_5_line_height=”1.4em” header_6_font=”IBM Plex Sans Condensed|IBM Plex Sans Condensed_weight|||||||” header_6_text_color=”#0e0c19″ header_6_line_height=”1.5em” text_orientation=”center” custom_margin=”||||false|false” text_font_size_tablet=”15px” text_font_size_phone=”14px” header_font_size_tablet=”40px” header_font_size_phone=”24px” header_font_size_last_edited=”on|desktop” header_2_font_size_tablet=”28px” header_2_font_size_phone=”20px” header_2_font_size_last_edited=”on|phone” header_3_font_size_tablet=”22px” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|phone” header_4_font_size_tablet=”18px” header_4_font_size_phone=”15px” header_4_font_size_last_edited=”on|tablet” header_5_font_size_tablet=”15px” header_5_font_size_phone=”14px” header_5_font_size_last_edited=”on|desktop” header_6_font_size_tablet=”13px” header_6_font_size_phone=”13px” header_6_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{%22#1d3557%22:%91%22link_text_color%22%93,%22#0e0c19%22:%91%22header_text_color%22,%22header_4_text_color%22,%22header_3_text_color%22,%22header_2_text_color%22,%22header_5_text_color%22,%22header_6_text_color%22,%22quote_text_color%22%93,%22#3c3a47%22:%91%22text_text_color%22%93,%22#457b9d%22:%91%22quote_border_color%22%93,%22gcid-36fd78a7-34bc-404d-873c-dafa34efaae5%22:%91%22icon_color%22,%22icon_color%22%93}” body_font_size_tablet=”15px” body_font_size_phone=”14px” body_font_size_last_edited=”on|desktop”]<\/p>\n
While the first iteration of this process focused on companies already stored in our CRM, the next phase involved expanding our data sources. We introduced automations to scrape platforms such as <\/span>Google Maps, Trustpilot reviews, LinkedIn<\/b>, and others. By reusing the same process \u2014 now enriched with the feedback from our initial run \u2014 we were able to move from known contacts to identifying and qualifying <\/span>completely new companies<\/b>.<\/span><\/p>\n
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For each listing type, there are slight adjustments to how the agents collect and filter data. For example, the way information is pulled from reviews differs from how job postings or company profiles are analyzed. However, the <\/span>core workflow and logic remain consistent<\/b>, ensuring scalability and reliability across diverse data sources.<\/span><\/p>\n
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The journey from profile to pipeline doesn\u2019t have to be slow, manual, or inconsistent. By combining structured data, intelligent automations, and a strategic layer of AI agents, you can transform sales prospecting from a time-consuming chore into a reliable, repeatable growth engine. <\/span>With the right workflow in place, your team can focus on what truly matters: building relationships, having meaningful conversations, and closing deals \u2014 not digging through scattered data or chasing outdated information.<\/span><\/span><\/p>\n
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This approach doesn\u2019t replace the human element in sales. It <\/span>amplifies<\/b> it. Faster research, clearer signals, better timing, and continuously improving insights empower your team to act confidently and at the perfect moment.<\/span><\/p>\n
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If you want to streamline your prospecting, improve lead quality, and give your sales team superpowers through automation and AI, let\u2019s build it together.
Reach out to us to explore how n8n-powered Sales Enablement Agents can help you turn lost opportunities into consistent revenue \u2014 one high-quality lead at a time.<\/p>\n[\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Discover how automated workflows and AI agents turned slow, inconsistent prospecting into a scalable, data-driven engine for high-quality lead generation.Connecting with potential clients through outbound sales has become increasingly difficult. We want to avoid ending up in the spam folder, yet fully personalized outreach is rarely feasible. Often, we reach out to companies that may […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":3944,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"footnotes":""},"class_list":["post-18124","page","type-page","status-publish","hentry"],"yoast_head":"\n
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Task Management System:<\/b> We assigned tasks to responsibles, ensuring follow-up actions are clear and timely. Prioritization of accounts is an additional input provided.<\/span><\/li>\n<\/ul>\n
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\n\n\n\nAt each stage, the workflow generated outputs with full descriptions of the findings and the reasoning behind them. This ensures that if summaries aren\u2019t enough, anyone on the team can review the detailed information. The final step is feeding these outcomes back into our systems.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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