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23 Oct 2026, 10:52 UTC · 7 questions · ID 0cfd57d96d0a
Who asked
Persona
CTO (Chief Technology Officer)
Company
Whirlpool Corporation
Industry
Manufacturing
Pages visited (10)
  1. /Question 1 asked here
  2. /chat-response
  3. /chat-response
  4. /chat-responseQuestion 2 asked here
  5. /chat-response
  6. /chat-response
  7. /chat-responseQuestion 3 asked here
  8. /Question 7 asked here
  9. /chat-responseQuestions 4, 5 and 6 asked here
  10. /
Question 1

“I want to use a marketing automation agent? that focuses on ABM what should i consider?”

Answer
Partly answered

The account-based marketing playbook and the Campaign Agent's general capabilities are covered. The site never says how the Campaign Agent works on target accounts or buying groups, nor what to weigh when choosing an agent for account-based marketing.

Section on the siteStatusTicket
/solutions/account-based-marketingReach them everywhere at once (card)Partly answers it
Name the Campaign Agent's role in the ABM playbook on /solutions/account-based-marketing

Ticket

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Name the Campaign Agent's role in the ABM playbook on /solutions/account-based-marketing

Who needs it: Marketing teams running account-based programs
Section: /solutions/account-based-marketing › Reach them everywhere at once (card)

What is missing:
- The playbook never says which agent plans or drafts the ads, email and pages for a target account.
- There is no link from the playbook to the Campaign Agent.

Where: Update this section: add the Campaign Agent's role to the "Reach them everywhere at once" card, beside the Data Agent mention in "Choose the accounts".
  Related sections: What the Campaign Agent can do

What to do:
1. Confirm with product what the Campaign Agent does for target-account campaigns and buying groups.
2. Add that role to the card and link it to /products/campaign-agent.

Done when: /solutions/account-based-marketing says what the Campaign Agent does in an account-based campaign and links to its page.
Depends on: Add an account-based marketing section to /products/campaign-agent

From: conversation 0cfd57d96d0a, question 1: "I want to use a marketing automation agent? that focuses on ABM what should i consider?"
Who needs it: Marketing teams running account-based programs
What is missing
  • The playbook never says which agent plans or drafts the ads, email and pages for a target account.
  • There is no link from the playbook to the Campaign Agent.
Where
Update this section: add the Campaign Agent's role to the "Reach them everywhere at once" card, beside the Data Agent mention in "Choose the accounts".
Related sections
What the Campaign Agent can do
What to do
  1. Confirm with product what the Campaign Agent does for target-account campaigns and buying groups.
  2. Add that role to the card and link it to /products/campaign-agent.
Done when: /solutions/account-based-marketing says what the Campaign Agent does in an account-based campaign and links to its page.
Depends on: “Add an account-based marketing section to /products/campaign-agent”
/products/campaign-agentWhat the Campaign Agent can doMissing here
Add an account-based marketing section to /products/campaign-agent

Ticket

Paste this into your ticketing tool.

Add an account-based marketing section to /products/campaign-agent

Who needs it: Marketing teams running account-based programs
Section: /products/campaign-agent › What the Campaign Agent can do

What is missing:
- The Campaign Agent page never mentions target accounts, buying groups or account-based campaigns.
- Nothing says what to consider when choosing an agent for account-based marketing, such as data needed, sales coordination and approvals.

Where: New section on /products/campaign-agent, placed after "Plans that start from what worked".
  Related sections: What the Campaign Agent can do · Four steps to land a target account · Everything you need to run agents responsibly
  Main topics: Campaigns aimed at a target account list · Reaching every role in a buying group · Content per account or industry · Working alongside sales outreach and the Prospecting Agent · Data and permissions the agent needs · Approvals before anything reaches an account

What to do:
1. Confirm with product which account-based capabilities the Campaign Agent has today.
2. Write the section around what a team should check before using the agent for account-based work, and link it to the ABM playbook.

Done when: /products/campaign-agent has a section explaining how the Campaign Agent runs account-based campaigns and what a team should consider first.

From: conversation 0cfd57d96d0a, question 1: "I want to use a marketing automation agent? that focuses on ABM what should i consider?"
Who needs it: Marketing teams running account-based programs
What is missing
  • The Campaign Agent page never mentions target accounts, buying groups or account-based campaigns.
  • Nothing says what to consider when choosing an agent for account-based marketing, such as data needed, sales coordination and approvals.
Where
New section on /products/campaign-agent, placed after "Plans that start from what worked".
Related sections
What the Campaign Agent can do · Four steps to land a target account · Everything you need to run agents responsibly
Main topics
Campaigns aimed at a target account list · Reaching every role in a buying group · Content per account or industry · Working alongside sales outreach and the Prospecting Agent · Data and permissions the agent needs · Approvals before anything reaches an account
What to do
  1. Confirm with product which account-based capabilities the Campaign Agent has today.
  2. Write the section around what a team should check before using the agent for account-based work, and link it to the ABM playbook.
Done when: /products/campaign-agent has a section explaining how the Campaign Agent runs account-based campaigns and what a team should consider first.
/Agents that work alongside every teamPartly answers it
Add the Campaign Agent to the agents slider on /

Ticket

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Add the Campaign Agent to the agents slider on /

Section: / › Agents that work alongside every team

What is missing:
- The home page agents slider lists the Customer, Prospecting and Data Agents but not the Campaign Agent, the agent for marketing campaigns.

Where: Update this section: add a fourth card beside "Customer Agent", "Prospecting Agent" and "Data Agent".

What to do:
1. Add a Campaign Agent card with a one-line description matching /products/campaign-agent.
2. Link the card to /products/campaign-agent.

Done when: The home page agents slider shows a Campaign Agent card linking to its page.

From: conversation 0cfd57d96d0a, question 1: "I want to use a marketing automation agent? that focuses on ABM what should i consider?"
What is missing
  • The home page agents slider lists the Customer, Prospecting and Data Agents but not the Campaign Agent, the agent for marketing campaigns.
Where
Update this section: add a fourth card beside "Customer Agent", "Prospecting Agent" and "Data Agent".
What to do
  1. Add a Campaign Agent card with a one-line description matching /products/campaign-agent.
  2. Link the card to /products/campaign-agent.
Done when: The home page agents slider shows a Campaign Agent card linking to its page.
Answer full page
This page brings together our Win target accounts playbook and the Campaign Agent, so you can see how account-based work runs on one shared record. It also covers what the Campaign Agent can do and how your team approves every draft before anything goes out.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/account-based-marketingPick the accounts you want, and win them togetherAnswers it
/solutions/account-based-marketingWhy account-based work goes better on one platformAnswers it
/solutions/account-based-marketingReach them everywhere at once (card)Partly answers it
/Agents that work alongside every teamPartly answers it
/products/campaign-agentWhat the Campaign Agent can doMissing here
Question 2

“Can I also see some clients, case studies and comparisons”

Answer
Partly answered

The site shows a customer logo wall, customer stories with results and comparison tables against point tools, legacy suites, spreadsheets and building your own. None of the stories or comparisons covers account-based marketing or a target-account campaign run with the Campaign Agent.

Section on the siteStatusTicket
/solutions/account-based-marketingWhy account-based work goes better on one platformMissing here
Add an ABM customer story section to /solutions/account-based-marketing

Ticket

Paste this into your ticketing tool.

Add an ABM customer story section to /solutions/account-based-marketing

Who needs it: Marketing and sales teams running account-based programs
Section: /solutions/account-based-marketing › Why account-based work goes better on one platform

What is missing:
- No customer story shows a team winning target accounts with Hourglass.
- No results are given for account-based work, such as target accounts engaged or pipeline from target accounts.
- No story shows the Campaign Agent drafting a target-account campaign.

Where: New section on /solutions/account-based-marketing, placed after "Why account-based work goes better on one platform".
  Related sections: Four steps to land a target account · Remarkable results, in every industry · What the Campaign Agent can do
  Main topics: A customer running target-account campaigns · How marketing and sales shared the account list · Role of the Campaign Agent and Data Agent · Measured results by account

What to do:
1. Confirm with the customer marketing team which illustrative customer and results can represent account-based work.
2. Add a customer results section with the quote, the role of the agents and two measured results.
3. Feature the same story on /customers so it appears with the other stories.

Done when: /solutions/account-based-marketing shows a customer story with results from account-based work.

From: conversation 0cfd57d96d0a, question 2: "Can I also see some clients, case studies and comparisons"
Who needs it: Marketing and sales teams running account-based programs
What is missing
  • No customer story shows a team winning target accounts with Hourglass.
  • No results are given for account-based work, such as target accounts engaged or pipeline from target accounts.
  • No story shows the Campaign Agent drafting a target-account campaign.
Where
New section on /solutions/account-based-marketing, placed after "Why account-based work goes better on one platform".
Related sections
Four steps to land a target account · Remarkable results, in every industry · What the Campaign Agent can do
Main topics
A customer running target-account campaigns · How marketing and sales shared the account list · Role of the Campaign Agent and Data Agent · Measured results by account
What to do
  1. Confirm with the customer marketing team which illustrative customer and results can represent account-based work.
  2. Add a customer results section with the quote, the role of the agents and two measured results.
  3. Feature the same story on /customers so it appears with the other stories.
Done when: /solutions/account-based-marketing shows a customer story with results from account-based work.
/compare/point-toolsOne platform or a stack of toolsPartly answers it
Add an account-based marketing row to the comparison on /compare/point-tools

Ticket

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Add an account-based marketing row to the comparison on /compare/point-tools

Who needs it: Marketing and sales teams running account-based programs
Section: /compare/point-tools › One platform or a stack of tools

What is missing:
- The comparison table has no row on running target-account campaigns across ads, email and outreach.
- No comparison links to the account-based marketing playbook.

Where: Update this section: add a row to the table beside "Handoffs" and "Reporting".
  Related sections: Four steps to land a target account

What to do:
1. Confirm with product how target-account work differs between Hourglass and a stack of separate tools.
2. Add a row comparing a shared target list and buying-group view against separate ad, email and CRM tools.
3. Link the row to /solutions/account-based-marketing.

Done when: /compare/point-tools has a table row on account-based marketing that links to the ABM playbook.

From: conversation 0cfd57d96d0a, question 2: "Can I also see some clients, case studies and comparisons"
Who needs it: Marketing and sales teams running account-based programs
What is missing
  • The comparison table has no row on running target-account campaigns across ads, email and outreach.
  • No comparison links to the account-based marketing playbook.
Where
Update this section: add a row to the table beside "Handoffs" and "Reporting".
Related sections
Four steps to land a target account
What to do
  1. Confirm with product how target-account work differs between Hourglass and a stack of separate tools.
  2. Add a row comparing a shared target list and buying-group view against separate ad, email and CRM tools.
  3. Link the row to /solutions/account-based-marketing.
Done when: /compare/point-tools has a table row on account-based marketing that links to the ABM playbook.
Answer full page
I've added customer logos, customer stories with their results, and a comparison of Hourglass with a stack of separate tools. They sit beside the Win target accounts playbook and the Campaign Agent, so you can see account-based work on one shared record. The stories shown include Allica Bank, KeepCup and Suzuki.
Open the answer page ↗
Sections in the answer pageStatus
/customersTRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWAREAnswers it
/customersRemarkable results, in every industryAnswers it
/compare/point-toolsOne platform or a stack of toolsPartly answers it
/solutions/account-based-marketingWhy account-based work goes better on one platformMissing here
Question 3

“How can Agents help me to close deals faster?”

Answer
Partly answered

The site says the Data Agent flags at-risk deals and the Prospecting Agent suggests next steps and prepares meeting briefs. The close-deals playbook doesn't say what agents do for clean pipelines, same-day quotes or forecasts, and no story shows agents shortening sales cycles.

Section on the siteStatusTicket
/solutions/close-dealsFour habits of teams that close fasterPartly answers it
Name the agent behind each closing habit on /solutions/close-deals

Ticket

Paste this into your ticketing tool.

Name the agent behind each closing habit on /solutions/close-deals

Who needs it: Sales leaders and reps
Section: /solutions/close-deals › Four habits of teams that close faster

What is missing:
- Only the "Review deals with evidence" card names an agent (the Data Agent).
- "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence" don't say whether an agent does any of that work or what people still approve.

Where: Update this section: add an agent line to the "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence" cards, matching the Data Agent line in "Review deals with evidence".
  Related sections: What the Prospecting Agent can do · What the Data Agent can do

What to do:
1. Confirm with product which agents act at each closing step: pipeline updates, quotes and forecasts.
2. Add one line per card naming the agent, what it does and what a person approves.
3. Link each named agent to its product page.

Done when: Every card in the closing playbook on /solutions/close-deals says which agent helps, or that people do the step.

From: conversation 0cfd57d96d0a, question 3: "How can Agents help me to close deals faster?"
Who needs it: Sales leaders and reps
What is missing
  • Only the "Review deals with evidence" card names an agent (the Data Agent).
  • "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence" don't say whether an agent does any of that work or what people still approve.
Where
Update this section: add an agent line to the "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence" cards, matching the Data Agent line in "Review deals with evidence".
Related sections
What the Prospecting Agent can do · What the Data Agent can do
What to do
  1. Confirm with product which agents act at each closing step: pipeline updates, quotes and forecasts.
  2. Add one line per card naming the agent, what it does and what a person approves.
  3. Link each named agent to its product page.
Done when: Every card in the closing playbook on /solutions/close-deals says which agent helps, or that people do the step.
/solutions/close-dealsRemarkable results, in every industryMissing here
Add agent deal-speed results to the stories on /solutions/close-deals

Ticket

Paste this into your ticketing tool.

Add agent deal-speed results to the stories on /solutions/close-deals

Who needs it: Sales leaders evaluating agents
Section: /solutions/close-deals › Remarkable results, in every industry

What is missing:
- No customer story on the page shows an agent shortening a sales cycle or speeding up a close.
- The Suzuki quote-turnaround result doesn't say whether agents were involved.

Where: Update this section: add a story card beside "Allica Bank", "KeepCup" and "Suzuki", or replace one, with a deal-closing result driven by an agent.
  Related sections: Four habits of teams that close faster

What to do:
1. Confirm with the customer marketing team which illustrative story can show agent-driven deal speed, with a metric.
2. Add the story card with its quote and figures to the slider used on this page.

Done when: /solutions/close-deals shows at least one story with a deal-speed figure tied to an agent.
Depends on: Name the agent behind each closing habit on /solutions/close-deals

From: conversation 0cfd57d96d0a, question 3: "How can Agents help me to close deals faster?"
Who needs it: Sales leaders evaluating agents
What is missing
  • No customer story on the page shows an agent shortening a sales cycle or speeding up a close.
  • The Suzuki quote-turnaround result doesn't say whether agents were involved.
Where
Update this section: add a story card beside "Allica Bank", "KeepCup" and "Suzuki", or replace one, with a deal-closing result driven by an agent.
Related sections
Four habits of teams that close faster
What to do
  1. Confirm with the customer marketing team which illustrative story can show agent-driven deal speed, with a metric.
  2. Add the story card with its quote and figures to the slider used on this page.
Done when: /solutions/close-deals shows at least one story with a deal-speed figure tied to an agent.
Depends on: “Name the agent behind each closing habit on /solutions/close-deals”
Answer full page
This page shows how Hourglass helps you close deals faster, from keeping a clean pipeline to quoting the same day and forecasting with confidence. It also covers the Prospecting Agent, which researches accounts, drafts outreach and suggests next steps, while your reps decide what to send.
Open the answer page ↗
Sections in the answer pageStatus
/products/prospecting-agentWhat the Prospecting Agent can doAnswers it
/products/data-agentWhat the Data Agent can doAnswers it
/solutions/close-dealsFour habits of teams that close fasterPartly answers it
/solutions/close-dealsRemarkable results, in every industryMissing here
Question 4

“How can Agents help me to close deals faster? and see case studies”

Answer
Partly answered

The close-deals playbook, the Prospecting Agent and the Data Agent pages explain how agents research accounts, draft outreach and flag at-risk deals, and customer stories are shown. No story shows agents shortening sales cycles or raising win rates, and only one closing habit names the agent behind it.

Section on the siteStatusTicket
/solutions/close-dealsFour habits of teams that close fasterPartly answers it
Name the agent behind each closing habit on /solutions/close-deals

Ticket

Paste this into your ticketing tool.

Name the agent behind each closing habit on /solutions/close-deals

Who needs it: Sales leaders and reps
Section: /solutions/close-deals › Four habits of teams that close faster

What is missing:
- Only "Review deals with evidence" names an agent; "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence" don't say which agent, if any, does the work.
- No link from the habits to the Prospecting Agent or Data Agent pages.

Where: Update this section: add the agent role to the cards "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence" beside "Review deals with evidence".
  Related sections: What the Prospecting Agent can do · What the Data Agent can do

What to do:
1. Confirm with product which agent supports each closing habit.
2. Add a line naming that agent and what it does to each habit card.
3. Link each named agent to its product page.

Done when: Every habit card on /solutions/close-deals names the agent that supports it, or says a person does it, and links to that agent's page.

From: conversation 0cfd57d96d0a, question 4: "How can Agents help me to close deals faster? and see case studies"
Who needs it: Sales leaders and reps
What is missing
  • Only "Review deals with evidence" names an agent; "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence" don't say which agent, if any, does the work.
  • No link from the habits to the Prospecting Agent or Data Agent pages.
Where
Update this section: add the agent role to the cards "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence" beside "Review deals with evidence".
Related sections
What the Prospecting Agent can do · What the Data Agent can do
What to do
  1. Confirm with product which agent supports each closing habit.
  2. Add a line naming that agent and what it does to each habit card.
  3. Link each named agent to its product page.
Done when: Every habit card on /solutions/close-deals names the agent that supports it, or says a person does it, and links to that agent's page.
/solutions/close-dealsRemarkable results, in every industryPartly answers it
Add agent deal-speed results to the stories on /solutions/close-deals

Ticket

Paste this into your ticketing tool.

Add agent deal-speed results to the stories on /solutions/close-deals

Who needs it: Sales leaders and reps
Section: /solutions/close-deals › Remarkable results, in every industry

What is missing:
- No customer story shows a shorter sales cycle, higher win rate or faster close from using agents.
- The stories shown (Allica Bank, KeepCup, Suzuki) report cross-sell, repeat orders and quote turnaround, not deal speed.

Where: Update this section: add a story card beside "Allica Bank", "KeepCup" and "Suzuki", or swap in one focused on closing deals.
  Related sections: Four habits of teams that close faster

What to do:
1. Confirm with the customer marketing team which illustrative customer has agent-driven deal-speed results.
2. Add that story with a sales-cycle or win-rate figure to the stories shown on /solutions/close-deals.
3. Name the agent involved in the story.

Done when: /solutions/close-deals shows at least one customer story with a deal-speed result that names the agent behind it.

From: conversation 0cfd57d96d0a, question 4: "How can Agents help me to close deals faster? and see case studies"
Who needs it: Sales leaders and reps
What is missing
  • No customer story shows a shorter sales cycle, higher win rate or faster close from using agents.
  • The stories shown (Allica Bank, KeepCup, Suzuki) report cross-sell, repeat orders and quote turnaround, not deal speed.
Where
Update this section: add a story card beside "Allica Bank", "KeepCup" and "Suzuki", or swap in one focused on closing deals.
Related sections
Four habits of teams that close faster
What to do
  1. Confirm with the customer marketing team which illustrative customer has agent-driven deal-speed results.
  2. Add that story with a sales-cycle or win-rate figure to the stories shown on /solutions/close-deals.
  3. Name the agent involved in the story.
Done when: /solutions/close-deals shows at least one customer story with a deal-speed result that names the agent behind it.
Answer full page
This page shows how Hourglass helps you close deals faster, with the Prospecting Agent doing the research, drafting outreach and suggesting next steps while your reps decide what to send. I've added customer stories with their results from Allica Bank, KeepCup and Suzuki.
Open the answer page ↗
Sections in the answer pageStatus
/products/prospecting-agentWhat the Prospecting Agent can doAnswers it
/products/data-agentWhat the Data Agent can doAnswers it
/solutions/close-dealsWhere the days come backAnswers it
/solutions/close-dealsFour habits of teams that close fasterPartly answers it
/solutions/close-dealsRemarkable results, in every industryPartly answers it
Question 5

“How can Agents help me to close deals faster? want to see a lot of case studies”

Answer
Partly answered

The close-deals playbook names the Data Agent for deal reviews, and the Prospecting Agent page covers research, next steps and meeting prep. Twelve customer stories exist across the industry pages, but /customers and /solutions/close-deals show only three, and no story shows agents shortening deals.

Section on the siteStatusTicket
/solutions/close-dealsFour habits of teams that close fasterPartly answers it
Name the agent behind each closing habit on /solutions/close-deals

Ticket

Paste this into your ticketing tool.

Name the agent behind each closing habit on /solutions/close-deals

Who needs it: Sales leaders and reps
Section: /solutions/close-deals › Four habits of teams that close faster

What is missing:
- Only the "Review deals with evidence" habit names an agent (the Data Agent).
- The Prospecting Agent's next-step suggestions and meeting prep are not linked to closing deals on this page.

Where: Update this section: add the agent involved to the cards "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence", beside "Review deals with evidence".
  Related sections: What the Prospecting Agent can do

What to do:
1. Confirm with product which agent supports each closing habit.
2. Add the agent name and its task to each habit card, linking to the agent's page.

Done when: Each habit card on /solutions/close-deals names the agent that helps with it, or says none does.

From: conversation 0cfd57d96d0a, question 5: "How can Agents help me to close deals faster? want to see a lot of case studies"
Who needs it: Sales leaders and reps
What is missing
  • Only the "Review deals with evidence" habit names an agent (the Data Agent).
  • The Prospecting Agent's next-step suggestions and meeting prep are not linked to closing deals on this page.
Where
Update this section: add the agent involved to the cards "Keep a clean pipeline", "Quote the same day" and "Forecast with confidence", beside "Review deals with evidence".
Related sections
What the Prospecting Agent can do
What to do
  1. Confirm with product which agent supports each closing habit.
  2. Add the agent name and its task to each habit card, linking to the agent's page.
Done when: Each habit card on /solutions/close-deals names the agent that helps with it, or says none does.
/solutions/close-dealsRemarkable results, in every industryPartly answers it
Add agent deal-speed results to the stories on /solutions/close-deals

Ticket

Paste this into your ticketing tool.

Add agent deal-speed results to the stories on /solutions/close-deals

Who needs it: Sales leaders and reps
Section: /solutions/close-deals › Remarkable results, in every industry

What is missing:
- None of the three stories shows an agent shortening a sales cycle or speeding a close.
- No deal-speed result such as cycle length or win rate is attributed to an agent.

Where: Update this section: add a story card beside "Allica Bank", "KeepCup" and "Suzuki", or use a closing-specific story slider on this page.
  Related sections: Four habits of teams that close faster

What to do:
1. Confirm with the customer marketing team which illustrative stories show agents speeding deals, and their figures.
2. Add a story with a deal-speed result tied to a named agent to this page.

Done when: /solutions/close-deals shows at least one story with a deal-speed result credited to an agent.
Depends on: Name the agent behind each closing habit on /solutions/close-deals

From: conversation 0cfd57d96d0a, question 5: "How can Agents help me to close deals faster? want to see a lot of case studies"
Who needs it: Sales leaders and reps
What is missing
  • None of the three stories shows an agent shortening a sales cycle or speeding a close.
  • No deal-speed result such as cycle length or win rate is attributed to an agent.
Where
Update this section: add a story card beside "Allica Bank", "KeepCup" and "Suzuki", or use a closing-specific story slider on this page.
Related sections
Four habits of teams that close faster
What to do
  1. Confirm with the customer marketing team which illustrative stories show agents speeding deals, and their figures.
  2. Add a story with a deal-speed result tied to a named agent to this page.
Done when: /solutions/close-deals shows at least one story with a deal-speed result credited to an agent.
Depends on: “Name the agent behind each closing habit on /solutions/close-deals”
/customersRemarkable results, in every industryPartly answers it
Add a stories-by-industry section to /customers

Ticket

Paste this into your ticketing tool.

Add a stories-by-industry section to /customers

Section: /customers › Remarkable results, in every industry

What is missing:
- /customers shows only three stories, while nine more (Mercantile Bank, Alacrity Solutions, Panoramic Doors, MVC Group, Konica Minolta, Viessmann, Arduino, Threekit, Eventus) appear only on industry pages.
- Stories cannot be browsed by industry or by agent on /customers.

Where: New section on /customers, placed after "Remarkable results, in every industry".
  Related sections: How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How manufacturers keep sales, service and partners in step · How software companies grow from trial to renewal
  Main topics: All customer stories grouped by industry · the agent or hub each story uses · headline result per story · links to each industry page

What to do:
1. Collect the twelve existing stories and tag each with its industry and the agents used.
2. Build the section on /customers grouping stories by industry, with links to each industry page.

Done when: /customers shows all twelve stories, grouped by industry, with the agent each one uses.

From: conversation 0cfd57d96d0a, question 5: "How can Agents help me to close deals faster? want to see a lot of case studies"
What is missing
  • /customers shows only three stories, while nine more (Mercantile Bank, Alacrity Solutions, Panoramic Doors, MVC Group, Konica Minolta, Viessmann, Arduino, Threekit, Eventus) appear only on industry pages.
  • Stories cannot be browsed by industry or by agent on /customers.
Where
New section on /customers, placed after "Remarkable results, in every industry".
Related sections
How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How manufacturers keep sales, service and partners in step · How software companies grow from trial to renewal
Main topics
All customer stories grouped by industry · the agent or hub each story uses · headline result per story · links to each industry page
What to do
  1. Collect the twelve existing stories and tag each with its industry and the agents used.
  2. Build the section on /customers grouping stories by industry, with links to each industry page.
Done when: /customers shows all twelve stories, grouped by industry, with the agent each one uses.
Answer full page
The Prospecting Agent helps you close deals faster by researching accounts, drafting outreach, suggesting next steps and prepping meetings, while your reps decide what to send. Alongside the close deals playbook, I've added customer stories from four industries: Mercantile Bank, Allica Bank and Alacrity Solutions in financial services, KeepCup, Panoramic Doors and MVC Group in retail, Suzuki, Konica Minolta and Viessmann in manufacturing, and Arduino, Threekit and Eventus in software.
Open the answer page ↗
Sections in the answer pageStatus
/products/prospecting-agentWhat the Prospecting Agent can doAnswers it
/solutions/financial-servicesHow banks, credit unions and insurers grow with HourglassAnswers it
/solutions/retailHow retailers turn shoppers into regularsAnswers it
/solutions/manufacturingHow manufacturers keep sales, service and partners in stepAnswers it
/solutions/technologyHow software companies grow from trial to renewalAnswers it
/solutions/close-dealsFour habits of teams that close fasterPartly answers it
/solutions/close-dealsRemarkable results, in every industryPartly answers it
/customersRemarkable results, in every industryPartly answers it
Question 6

“I want use a marketing automation agent for faster onboarding?”

Answer
Partly answered

The onboarding playbook covers emails triggered by what each new customer has done, and Marketing Hub journeys and the Campaign Agent's drafting are described. No page says whether the Campaign Agent or any other agent can plan or run onboarding messages, and the onboarding playbook names no agent.

Section on the siteStatusTicket
/solutions/onboard-customersGuide with timely messages (card)Partly answers it
Name the agent behind onboarding messages on /solutions/onboard-customers

Ticket

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Name the agent behind onboarding messages on /solutions/onboard-customers

Who needs it: Customer success and onboarding teams
Section: /solutions/onboard-customers › Guide with timely messages (card)

What is missing:
- The onboarding playbook does not say whether the Campaign Agent or another agent drafts or plans the triggered onboarding emails.
- No link from the onboarding playbook to the Campaign Agent page.

Where: Update this section: In the "Guide with timely messages" card, beside "Emails triggered by what each customer has done."
  Related sections: What the Campaign Agent can do · Journeys

What to do:
1. Confirm with product which agent, if any, can draft or plan onboarding emails and what still needs a person's approval.
2. Add a line to the card naming that agent's role and the approval step, with a link to its product page.

Done when: /solutions/onboard-customers names which agent helps with onboarding messages and links to its page.

From: conversation 0cfd57d96d0a, question 6: "I want use a marketing automation agent for faster onboarding?"
Who needs it: Customer success and onboarding teams
What is missing
  • The onboarding playbook does not say whether the Campaign Agent or another agent drafts or plans the triggered onboarding emails.
  • No link from the onboarding playbook to the Campaign Agent page.
Where
Update this section: In the "Guide with timely messages" card, beside "Emails triggered by what each customer has done."
Related sections
What the Campaign Agent can do · Journeys
What to do
  1. Confirm with product which agent, if any, can draft or plan onboarding emails and what still needs a person's approval.
  2. Add a line to the card naming that agent's role and the approval step, with a link to its product page.
Done when: /solutions/onboard-customers names which agent helps with onboarding messages and links to its page.
/products/campaign-agentWhat the Campaign Agent can doPartly answers it
Add an onboarding use to /products/campaign-agent

Ticket

Paste this into your ticketing tool.

Add an onboarding use to /products/campaign-agent

Who needs it: Marketing and customer success teams running onboarding
Section: /products/campaign-agent › What the Campaign Agent can do

What is missing:
- The Campaign Agent page does not say whether it can plan onboarding sequences for new customers.
- No example of the Campaign Agent working with journeys triggered by onboarding steps.

Where: Update this section: Add a card beside "Campaign plans" and "Audience segments" in the grid of six cards.
  Related sections: Four steps from signature to first success · Journeys

What to do:
1. Confirm with product whether the Campaign Agent supports onboarding sequences and how it works with Marketing Hub journeys.
2. Add a card describing the onboarding use and its approval step, linking to /solutions/onboard-customers.

Done when: /products/campaign-agent shows whether and how the Campaign Agent plans onboarding messages.
Depends on: Name the agent behind onboarding messages on /solutions/onboard-customers

From: conversation 0cfd57d96d0a, question 6: "I want use a marketing automation agent for faster onboarding?"
Who needs it: Marketing and customer success teams running onboarding
What is missing
  • The Campaign Agent page does not say whether it can plan onboarding sequences for new customers.
  • No example of the Campaign Agent working with journeys triggered by onboarding steps.
Where
Update this section: Add a card beside "Campaign plans" and "Audience segments" in the grid of six cards.
Related sections
Four steps from signature to first success · Journeys
What to do
  1. Confirm with product whether the Campaign Agent supports onboarding sequences and how it works with Marketing Hub journeys.
  2. Add a card describing the onboarding use and its approval step, linking to /solutions/onboard-customers.
Done when: /products/campaign-agent shows whether and how the Campaign Agent plans onboarding messages.
Depends on: “Name the agent behind onboarding messages on /solutions/onboard-customers”
Answer full page
Hourglass doesn't name a separate marketing automation agent, but the Campaign Agent drafts plans, segments and emails that your team approves before anything goes out. This page pairs the onboard new customers playbook, which guides new customers with timely messages, with what the Campaign Agent and Marketing Hub journeys can do.
Open the answer page ↗
Sections in the answer pageStatus
/products/marketingJourneys (card)Answers it
/solutions/onboard-customersGuide with timely messages (card)Partly answers it
/products/campaign-agentWhat the Campaign Agent can doPartly answers it
Question 7

“Do you have case studies other than manufacturing?”

Answer
Partly answered

The financial services, retail and software pages each carry three customer stories. On the home page and /customers, where the visitor looked, the stories are only Allica Bank, KeepCup and Suzuki: no software story and no way to browse the other industries' stories.

Section on the siteStatusTicket
/customersRemarkable results, in every industryPartly answers it
Add a stories-by-industry section to /customers

Ticket

Paste this into your ticketing tool.

Add a stories-by-industry section to /customers

Section: /customers › Remarkable results, in every industry

What is missing:
- /customers shows only three stories (Allica Bank, KeepCup, Suzuki), with no software story.
- The financial services, retail and software stories on the industry pages (such as Mercantile Bank, Alacrity Solutions, Panoramic Doors, MVC Group, Arduino, Threekit and Eventus) are not reachable from /customers.
- There is no way to browse stories by industry.

Where: New section on /customers, placed after "Remarkable results, in every industry".
  Related sections: Remarkable results, in every industry · How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How software companies grow from trial to renewal · How manufacturers keep sales, service and partners in step
  Main topics: Stories grouped by industry · financial services, retail, manufacturing and software · headline result per story · link to each industry page

What to do:
1. Gather the existing stories from the four industry pages and group them by industry.
2. Build the section with one group per industry, each linking to its industry page.

Done when: /customers lists stories from financial services, retail, manufacturing and software, grouped by industry.

From: conversation 0cfd57d96d0a, question 7: "Do you have case studies other than manufacturing?"
What is missing
  • /customers shows only three stories (Allica Bank, KeepCup, Suzuki), with no software story.
  • The financial services, retail and software stories on the industry pages (such as Mercantile Bank, Alacrity Solutions, Panoramic Doors, MVC Group, Arduino, Threekit and Eventus) are not reachable from /customers.
  • There is no way to browse stories by industry.
Where
New section on /customers, placed after "Remarkable results, in every industry".
Related sections
Remarkable results, in every industry · How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How software companies grow from trial to renewal · How manufacturers keep sales, service and partners in step
Main topics
Stories grouped by industry · financial services, retail, manufacturing and software · headline result per story · link to each industry page
What to do
  1. Gather the existing stories from the four industry pages and group them by industry.
  2. Build the section with one group per industry, each linking to its industry page.
Done when: /customers lists stories from financial services, retail, manufacturing and software, grouped by industry.
/Remarkable results, in every industryPartly answers it
Link the customer stories on / to stories by industry

Ticket

Paste this into your ticketing tool.

Link the customer stories on / to stories by industry

Section: / › Remarkable results, in every industry

What is missing:
- The stories on / cover banking, retail and manufacturing, but no software company.
- The section gives no route to more stories from each industry.

Where: Update this section: Below the "Allica Bank", "KeepCup" and "Suzuki" tabs, add a link to the stories-by-industry section on /customers.

What to do:
1. Add a link from the section to the stories-by-industry section on /customers.
2. Confirm with marketing whether a software story such as Arduino should join the tabs.

Done when: The customer stories section on / links to stories grouped by industry on /customers.
Depends on: Add a stories-by-industry section to /customers

From: conversation 0cfd57d96d0a, question 7: "Do you have case studies other than manufacturing?"
What is missing
  • The stories on / cover banking, retail and manufacturing, but no software company.
  • The section gives no route to more stories from each industry.
Where
Update this section: Below the "Allica Bank", "KeepCup" and "Suzuki" tabs, add a link to the stories-by-industry section on /customers.
What to do
  1. Add a link from the section to the stories-by-industry section on /customers.
  2. Confirm with marketing whether a software story such as Arduino should join the tabs.
Done when: The customer stories section on / links to stories grouped by industry on /customers.
Depends on: “Add a stories-by-industry section to /customers”
Answer full page
Yes. Here are customer stories from three other industries: Mercantile Bank, Allica Bank and Alacrity Solutions in financial services, KeepCup, Panoramic Doors and MVC Group in retail, and Arduino, Threekit and Eventus in software. Each one shows the results the team saw on Hourglass.
Open the answer page ↗
Sections in the answer pageStatus
/solutions/financial-servicesHow banks, credit unions and insurers grow with HourglassAnswers it
/solutions/retailHow retailers turn shoppers into regularsAnswers it
/solutions/technologyHow software companies grow from trial to renewalAnswers it
/customersRemarkable results, in every industryPartly answers it
/Remarkable results, in every industryPartly answers it

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 23 Oct 2026.