A written plan on day one gets the team aligned on who to reach and what could kill the deal.
- Trigger
- AIAIMEE
- BWRules
- OUOutreach
A follow-up task for the right owner.
Write account plans for new opportunities
When a new deal opens, AIMEE writes an account plan covering goals, the buying committee and its gaps, topics researched, competition, risks and a 30-day plan. It is saved on the account and the owner gets a review task.
- 4 steps, each new deal
Sample run illustrative data
- Starts when a deal is created or moved. Free.
- If yes, it goes on to "Write the account plan". If no, it stops for that person. Free. Checks never cost anything.
- AIMEE researches the company or person and returns what she found. Uses what is in your plan.
- Saves what was found onto the record. Uses what is in your plan.
- Creates a follow-up task for the right person. Uses what is in your plan.
Done: task created.A follow-up task for the right owner.Run it on mine
The payoff
What this unlocks
When a new deal opens, AIMEE writes an account plan covering goals, the buying committee and its gaps, topics researched, competition, risks and a 30-day plan.
An account brief that is ready before the first call.
It runs on its own, when a deal is created or moved.
API and MCP
Builders can integrate.
Integrate workflows like this into your own app, agentic workflows, or internal tools via API or MCP. Benefit from discounted data partnership relationships with no additional markup to you.
It's like OpenRouter, but for revenue-focused workflows you can build visually and deploy programmatically.
How it works
Step by step, in plain words
It starts when a deal is created or moved, or run on an account now.
- 1IfDeal stage is Discovery
In your first deal stage?
If yes, it goes on to "Write the account plan". If no, it stops for that person.
Who moves on and who stops here. - 2AIResearch a company or person
Write the account plan
AIMEE researches the company or person and returns what she found.
A short, sourced answer about the company or person. - 3BWSet record fields
Save the plan on the account
Saves what was found onto the record.
The record updated and tagged. - 4OUCreate a task
Review the plan with the owner
Creates a follow-up task for the right person.
A follow-up task for the right owner.
Nothing is sent to buyers.
Benefits
Why teams run it
Hours back every week
All 4 steps run on their own, when a deal is created or moved, so no one has to remember.
Safe to leave running
Nothing is sent to anyone, so it can run in the background without a review.
No per-result charges
It uses what is already in your plan, so a busy month costs the same.
Start it any way
Run it on one person, a list, an audience or from your own agent, and get the results in place.
Make it yours
Start here, then make it yours
Partner data at our cost. No markup on any partner price.
- Change any step Swap, add or remove any of its 4 steps on your canvas, or ask AIMEE to do it.
- Plug in your own tools Use any partner's data at our cost, with no markup on any partner price.
- Build apps and internal tools Turn the same nodes into revenue-focused apps and tools your team runs in one click.
- Give every teammate's agent its tasks Assign tasks to each team member's agent. Only BrandWell does this.
- And more Schedule it, call it from Claude or ChatGPT, or share your version and earn 20% recurring on all referrals.
Node explorer
Customize this workflow or build your own
All 345 nodes in the builder. Pick one to watch it run.
5 nodes in this workflow
Questions, answered
How far does the $50 of included usage go?
Every plan includes $50 of usage each month. Spent only on work emails that LeadFuze finds, that is roughly 10,000 enriched leads a month. Misses are free.
Why is there no free trial?
Every plan runs on paid third-party data partners: intent signals, contact records and visitor identification. Your plan includes that data allowance, and we pay for it from day one. So instead of a trial, everything is month-to-month and you can cancel any time in-app.
What happens when the $50 runs out?
Runs pause at your limit, so nothing overspends. Top up from $10, or turn on auto top-up.
Do you mark up data partners?
No. You get the discounted rates we negotiated with each partner, with no markup on top. BrandWell data always runs first and costs less than any partner.
Can I run it on a list or from my own tools?
Yes. Run it on one person, a CSV or Google Sheet, an audience, or from Claude, ChatGPT and Zapier.
Run it on your market today.
Then share your version: 20% recurring on all referrals, and it's listed in the workflow library.
