WORKFLOW

Automate outreach to high-intent website visitors

Instantly identify high-intent website visitors and engage them with personalized outreach sequences delivered through your sales engagement platform.

Overview

Sona transforms anonymous website traffic into qualified sales opportunities by automatically detecting high-intent visitor behavior, qualifying prospects against your ICP, and launching personalized outreach campaigns. This workflow ensures no high-value prospect slips through the cracks while maintaining consistent, scalable engagement that drives meeting bookings.

How it works:

Step 1: Detect high-intent activity

Under Workflows, create a trigger for high-intent website visits. Sona automatically tracks visits to key pages including pricing pages, demo request forms, product feature pages, and competitive comparison content. The system identifies both known and anonymous visitors, capturing their engagement patterns and session behavior.

Step 2: Qualify against ideal customer profile 

Sona immediately filters detected visitors using your predefined ICP criteria including company size and revenue thresholds, industry vertical and use case alignment, geographic location and market focus, and growth stage indicators. Only qualified accounts that match your target profile proceed to the next step.

Step 3: Build targeted contact audience

For qualified accounts, Sona aggregates contact information from multiple sources including existing CRM data and contact records, data enrichment vendors and contact databases, LinkedIn and social media profiles, and company directory information. The system identifies key decision-makers and influencers within target roles.

Step 4: Automate personalized outreach

Qualified contacts are automatically enrolled in tailored outreach sequences featuring personalized messaging referencing their specific page visits, industry-relevant value propositions and pain points, social proof from similar companies, and clear calls-to-action for meeting bookings. Outreach is delivered through your preferred sales engagement platform.

What you'll get:

  • Higher conversion rates (up to 30%)
    AI-driven intent scoring prioritizes high-intent accounts and streamlines pipeline efficiency (Forrester, 2024 – The Intent Data Providers For B2B Landscape, Q3 2024)
  • Improved efficiency in lead qualification
    Intent-based insights help filter and prioritize leads, reducing time spent on low-converting prospects and enhancing pipeline quality (Forrester, 2024 – The Intent Data Providers For B2B Landscape, Q3 2024)
  • No high-intent visitor goes unnoticed
    Visitor intelligence platforms and intent analytics reveal formerly anonymous site traffic—detecting companies, engagement behavior, and interest context to convert them into leads (Forrester, 2025 – Intent Analytics: Applying Intent Signals to Marketing Activation; Salesforce, 2022 – State of Marketing Report)
  • Scale personalized outreach consistently
    Personalized messaging rooted in visitor behavior results in stronger engagement. Personalized site experiences improve conversions by over 20% (McKinsey, 2021 – Next in Personalization Report)

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