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1 · From Win target accounts (opens in a new tab)

The account playbook

Four steps to land a target account

One list, one plan and one record for every account you go after.

  1. Choose the accounts

    Build the list from fit and buying signals. The Data Agent explains why each account made it.

  2. Map the buying group

    See every person involved and how engaged they are. Spot the roles you haven’t reached yet.

  3. Reach them everywhere at once

    Ads, email and pages made for the account. Pages that speak to their industry.

  4. Sell as one team

    Reps see who engaged and with what. Shared reports show progress by account.

An outreach plan for Lumenrift Software, drafted by the Prospecting Agent: an intro email, a call and a follow-up, with Approve sequence, Edit and Dismiss buttons.
2 · From Win target accounts (opens in a new tab)

What changes

Why account-based work goes better on one platform

An account brief for Lumenrift Software: pricing page visits, a webinar and a job post, an 88% fit.

What your marketing team notices

When marketing and sales share a target list, nobody works an account twice and nobody misses one. Every touch, from an ad view to a meeting, sits on the account record.

Leaders see progress by account, not by channel, and can move effort to the accounts that are moving.

Learn more about Sales Hub
3 · From Campaign Agent (opens in a new tab)

What’s included

What the Campaign Agent can do

Every draft waits for a person to approve it.

  • Campaign plans

    A goal, audience, channels and timeline, drafted in one pass.

  • Audience segments

    Segments built from what customers actually do.

  • Email and page drafts

    First drafts in your brand’s voice.

  • Approval steps

    Routes each piece to the right reviewer before it goes live.

  • Results summaries

    Explains what worked after every send.

  • Brand guardrails

    Uses your approved words, images and tone.

4 · From Marketing Hub (opens in a new tab)

Campaign Agent

An agent that drafts. A team that decides.

The Campaign Agent researches your audience, plans the sends and writes first drafts inside the permissions you set. Nothing goes out until someone on your team approves it.

  1. Researches the audience

    Reads engagement, deal stages and service history to find who is ready to hear from you.

  2. Drafts the plan

    Proposes the segment, timing and first-draft copy for every send in the campaign.

  3. Waits for your review

    Your team edits, approves or dismisses. Every decision is logged on the record.

A campaign plan drafted by the Campaign Agent for review: retail buyers re-engaged, 3,412 contacts, and three sends on days 1, 4 and 7, with Approve plan, Edit plan and Dismiss buttons.
5 · On 23 site pages, such as Win target accounts (opens in a new tab)

Customer stories

Remarkable results, in every industry

Banks, retailers, manufacturers and software companies grow with Hourglass.

Illustrative stories for this demo.

See customer stories

“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”

Daniel Okafor

Head of Relationship Banking, Allica Bank

  • 27%

    more cross-sell conversations per relationship manager

  • 6 weeks

    from kickoff to the first team live