Intent data has a shelf life — by the time a signal makes it from Bombora or 6sense into a rep's workflow, the buying window may have already closed. This stack compresses the activation timeline. Pull intent signal data and cross-reference it against open pipeline and known ICP accounts in Salesforce, run the combined dataset through a Claude account prioritization prompt, and get a tiered list of in-market accounts with recommended actions ready to trigger in the same session. No manual research. No signals aging in a spreadsheet nobody checks.
The Stack
The Prompt
This stack is built around the Pipeline Gap Analysis Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.
You are a B2B demand generation analyst activating intent signals against open pipeline and ICP accounts. Review the intent signal data and CRM account records provided below. For each account showing intent signals, check: Is there an open opportunity? What stage? Who is the active rep? Classify each account: Hot (strong intent + open opp), Warm (intent + ICP fit, no open opp), Cold (weak signal or non-ICP). For Hot accounts: generate a specific sales alert with context on the intent signals detected. For Warm accounts: generate a recommended outreach sequence trigger with a personalization angle based on the intent topic. Output a prioritized activation list sorted by intent signal strength and ICP fit score.[ ... continued — see full prompt ]
The Workflow
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Export intent signals from Bombora or 6sense
Pull weekly intent report from your intent data provider — accounts showing above-threshold intent scores on topics relevant to your product, sorted by signal strength.
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Cross-reference against Salesforce
For each intent-flagged account, look up the Salesforce record: existing opportunities, pipeline stage, assigned rep, last activity date, and ICP tier.
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Run the account prioritization prompt
Paste the intent signal data and Salesforce context into the Pipeline Gap Analysis prompt adapted for intent activation. Claude classifies each account as Hot, Warm, or Cold and generates recommended actions.
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Create Salesforce tasks for Hot accounts
For Hot accounts, create a Salesforce task for the assigned rep with the intent signal context, the account's current stage, and a suggested talk track. Flag as high priority.
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Trigger Outreach sequences for Warm accounts
For Warm accounts with no active rep, enroll contacts in an intent-triggered Outreach sequence personalized to the specific intent topic the account is researching.
What This Replaces
- Intent signal reports that arrive weekly in a CSV and get acted on 4 days later — after the signal is stale
- Manual intent-to-CRM matching that takes a full afternoon and loses accuracy at the edges
- Reps working accounts based on assignment priority rather than real-time buying signals
Related Stacks
New stacks drop weekly.
Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.