Track new executives at your accounts

Each week, reads news about your target accounts for executive and VP appointments, matches each new leader, has AIMEE research their background and likely first-90-day priorities, and alerts the owner.

Use this workflowHow it works

7 stepsWeekly check

The workflow diagram

Track new executives at your accounts: workflow diagramThe 7 steps of this workflow, from its trigger to the final step.Every Monday, for each target account. Scores, schedules and toolsBWWHENTRIGGEREvery Monday, for eachtarget accountScores, schedules and toolsNews from the last 7 days. Paid per resultDATHENNews from the last 7 daysPaid per resultFind executive appointments. Waits and logicBWTHENFind executiveappointmentsWaits and logicAny new executives?Any newexecutives?Match each new leader (LeadFuze first). Paid per resultDATHENMatch each new leader(LeadFuze first)Paid per resultAdd to New executives. Audiences and recordsBWTHENAdd to New executivesAudiences and recordsAIMEE researches the new leader. AIMEEAITHENAIMEE researches the newleaderAIMEEAlert the owner. AIMEEAITHENAlert the ownerAIMEEThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

Each week, reads news about your target accounts for executive and VP appointments, matches each new leader, has AIMEE research their background and likely first-90-day priorities, and alerts the owner.

Why it works. New executives review vendors and budgets in their first months, and the seller who helps them early becomes their go-to.

Nothing is sent outside your team, so nothing waits for approval.

How it works

It starts: Every Monday, for each target account, or run it now.

  1. 1

    News from the last 7 days

    Looks for company news, hiring, funding and technology changes.

  2. 2

    Find executive appointments

    AIMEE classifies, extracts or writes using your instruction.

  3. 3

    Any new executives?

    If yes, it goes on to "Match each new leader (LeadFuze first)". If no, it stops for that person.

  4. 4

    Match each new leader (LeadFuze first)

    Adds the person's role and profile details.

  5. 5

    Add to New executives

    Saves the people to an audience you can use anywhere.

  6. 6

    AIMEE researches the new leader

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

  7. 7

    Alert the owner

    AIMEE tells the right person, with the context they need.

What you need

  • Workflow Wallet funds for paid lookups
  • AIMEE in your BrandWell plan
  • A list of target accounts

What it costs

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

  • 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.

$0.34 typical per 100 companies, up to $6.75

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.

  • News from the last 7 days

    • TinyFish
    • AnyAPI
    • Serper
    • Search1API
    • Akta by Wokelo

  • Match each new leader (LeadFuze first)

    • LeadFuze
    • AI Ark
    • Dropleads
    • QuickEnrich
    • Hunter
    • Tomba
    • MoltSets
    • Datagma
    • +4 more

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