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

Account-based marketing

Pick the accounts you want, and win them together

Marketing and sales choose the target accounts once, then run ads, email and outreach to the same buying group from one plan.

The Prospecting Agent's accounts showing intent: 24 accounts and 18 drafts ready, beside an account brief for Lumenrift Software.
2 · 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.
3 · From Campaign Agent (opens in a new tab)

How it works

Plans that start from what worked

The agent learns from your past results; your team keeps the brand and the final say.

A winter renewals plan drafted from one sentence: the goal, the audience and the timeline.

A plan, not a blank page

It drafts the goal, audience, channels and timeline, so the team starts by reviewing instead of writing.

  • Goal, audience, channels and timeline
  • Drafted from one sentence
  • Ready for your team to review
Learn more about Marketing Hub
A past results card: six months of opens and pipeline across campaigns.

Built on your own results

It looks at which segments, subject lines and offers performed, and explains why it chose each one.

  • Segments, subject lines and offers that worked
  • A reason for every choice
  • Your team keeps the final say
4 · 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.