Read the annual report before an enterprise call

What this workflow does

When a large deal opens with a public company, it pulls the latest SEC filings and AIMEE lists stated priorities, named risks and spending plans that match what you sell, quoting the filing.

Why it works. Using the buyer's own stated priorities from their filings is the most credible way to frame an enterprise business case.

Nothing is sent to the buyer.

How it works

It starts: When a deal is created or moved, or run on an account now.

1. 1

   Large enough deal?

   If yes, it goes on to "Pull recent SEC filings". If no, it stops for that person.

2. 2

   Pull recent SEC filings

   Runs a BrandWell data lookup and brings the result back into the workflow.

3. 3

   Public company with filings?

   If yes, it goes on to "Pull out priorities and risks". If no, it stops for that person.

4. 4

   Pull out priorities and risks

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

5. 5

   Save it on the account

   Saves what was found onto the record.

6. 6

   Email the deal 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.

$2.66 typical per 100 companies, up to $5.32

Free sources run first when they can answer. You see a price before anything paid runs. Estimates use current customer prices.

Data partners

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

• Pull recent SEC filings

  • PredictLeads