Brief yourself before every meeting

What this workflow does

When a meeting is booked, it fills the person from LeadFuze and has AIMEE write a one-page brief: role, company news, topics researched, pages visited, past emails and three questions to ask. The brief lands in the meeting owner's inbox.

Why it works. Reps who walk in knowing what the buyer researched run shorter, sharper first meetings.

Nothing is sent to the buyer. The brief goes to your team.

How it works

It starts: Each time a meeting is booked, or run on a person now.

1. 1

   Fill the person from LeadFuze

   Runs a BrandWell data job and returns the result.

2. 2

   Research the person and company

   AIMEE researches the company or person and returns what she found.

3. 3

   Email the brief to the meeting owner

   Emails a teammate with the details.

What you need

• Workflow Wallet funds for paid lookups
• Outreach in your BrandWell plan
• AIMEE in your BrandWell plan
• Outreach

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

• Assumes Outreach is already enabled in your plan. Subscription fees are separate.
• Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
• Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

Free sources and LeadFuze data run first. Paid lookups only fill the rest, and misses are free on most sources. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

• Fill the person from LeadFuze

  • LeadFuze