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B2B prospecting workflows

Sales prospecting automation, from research to review.

Give your sales team a repeatable process for finding and qualifying prospects.

Start with a target market and relevant LinkedIn activity. Research accounts, remove duplicate leads, apply your qualification criteria and prepare outreach for review.

Start building See how it works

What should TWL monitor?

Research people commenting on relevant LinkedIn posts, deduplicate profiles, check company fit and prepare a review queue with source links and outreach drafts.

TWL is building your system...
Define
ICP
Research
accounts
Deduplicate
leads
Review
fit
Prepare
outreach

Signal workflow ready

Illustrative workflow preview.

Your ICP criteria
LinkedIn research
Lead deduplication
Review queues
Repeatable workflows

Replace repeated prospecting tasks with a defined process.

Set the qualification rules

Define the roles, company characteristics and problems your offer serves before collecting leads.

Keep one usable lead record

Match profiles and companies against existing records so repeated activity adds context instead of duplicate outreach.

Research before prioritizing

Combine source links, account research and fit notes. Route uncertain matches for review instead of treating every interaction as intent.

Review the next action

Give your team a qualified queue with an owner, evidence and a contextual message draft before starting outreach.

Live workflow

See the work, context and next action together.

Keep source evidence, research and the next action together so your team can review each result before acting on it.

  • Clear operational status
  • Context preserved at every step
  • Human review where it matters
EXAMPLE PROSPECTING WORKFLOW

Prospect review queue

Illustrative data
To review12
Duplicates matched4
Drafts prepared8
ItemContextStatus
01Example account ASource and company fit checkedReviewDraft
02Example account BExisting prospect record foundMergedNo send
03Example account CRole needs verificationResearchHeld

Workflow ideas

What goes in, what happens, what you get.

Use these examples to plan your setup with your own sources and review steps.

Signal to campaign

Input: A relevant LinkedIn post, the people engaging with it and your ideal customer criteria.

Steps: Keep the post context, enrich each profile, check company fit and review the strongest matches.

Output: A qualified prospect list with source links and contextual outreach drafts to review.

Read the LinkedIn comments guide

Hiring trigger

Input: Target companies, relevant job titles and current job listings from your connected sources.

Steps: Check whether each role is new, research the company and compare the hiring context with your offer.

Output: An account research record with the job link, qualification notes and an alert for the account owner.

Explore account research

Competitor mention

Input: A competitor name and relevant public conversations from your monitored sources.

Steps: Read the full conversation, identify the problem and check whether the person and company match your market.

Output: A review queue containing the original quote, source link and a suggested next action.

Read the competitor monitoring guide

Plan your next step

Build a prospecting process your team can repeat.

Connect research, qualification and outreach around your own criteria, with evidence available at every review step.

Start building