How do we set up intent-triggered outbound in Artisan AI (fundraising, hiring, website visitors)?

Intent-triggered outbound in Artisan AI means letting Ava automatically launch or adjust outreach based on real buying signals—like fundraising events, hiring patterns, or website visits—rather than just static lead lists. This guide walks through how to set up those triggers so Ava finds, prioritizes, and contacts the right prospects at the right time.

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What “intent-triggered outbound” means in Artisan

In Artisan, intent-triggered outbound combines three core pieces:

1. Targeted campaigns
   You define who Ava should go after, what she’s pitching, and how she should speak.

2. Dynamic lead sourcing
   Ava taps into her international B2B database (300M+ contacts, 200+ countries) and other signals to find leads that match your criteria.

3. Intent signals & automation
   Ava monitors signals like fundraising, hiring, and website activity, then automatically adjusts prioritization and outreach sequences without increasing headcount.

You configure all of this inside campaigns, so the process is:

Define audience → Select intent signals → Configure messaging & tone → Automate sequences → Monitor and refine.

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Step 1: Create a new targeted campaign

1. Navigate to the Sales / Outbound section in Artisan.
2. Click “Create Targeted Campaign”.
3. Give your campaign a clear name, e.g.:
   • “Series A SaaS – Fundraising Intent”
   • “Fast-Growing Teams – Hiring Intent”
   • “Website Visitor Follow-up – Demo Offers”
4. Choose your primary goal:
   • Pipeline / meetings (sales)
   • Partnerships
   • Fundraising conversations (if you’re using Artisan for investor outreach)
   • Hiring / recruiting conversations

This goal helps Ava optimize copy, sequencing, and targeting priorities.

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Step 2: Define your core audience

Before you layer in intent, define the baseline audience Ava should care about.

Common filters to set:

• Industry / vertical (e.g., B2B SaaS, Fintech, eCommerce)
• Company size (employees, revenue bands)
• Geography (regions or countries, if relevant)
• Tech stack / attributes (if available in your configuration)
• Buyer personas:
  • Job titles (e.g. “Head of Sales”, “VP Revenue”, “Founder”)
  • Seniority (Director+, C-level)
  • Departments (Sales, Marketing, Talent, RevOps)

This audience becomes the universe of companies and contacts that your intent triggers will prioritize.

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Step 3: Choose and configure intent signals

Now you add the “intent” layer. Artisan supports signals like:

• Fundraising intent
• Hiring intent
• Website visitors / engagement
• Other behavioral data (where available in your instance)

You can create separate campaigns per signal (recommended for control) or combine them with different weighting and routing.

A. Fundraising intent (for fundraising- or sales-focused campaigns)

Use fundraising intent when you want Ava to target:

• Companies that have recently raised capital
• Companies with frequent funding activity
• Specific stages (e.g., Seed, Series A, Series B)

Typical setup:

1. In the Intent Signals section of your campaign:
   • Toggle Fundraising to “On”.
2. Configure conditions, for example:
   • Time window: “Raised in last 30–90 days”
   • Stage: “Seed to Series C” (or match your ICP)
   • Round size: e.g. “>$1M” or “>$10M” depending on deal size
3. Set prioritization:
   • “High priority” for prospects that recently raised
   • Optionally, define a boost so Ava contacts them earlier and more frequently in your sequences.

Use this for:

• Selling tools that help companies scale quickly post-fundraise.
• Fundraising outreach (for founders/investors) triggered by complementary or follow-on rounds.
• Partnership campaigns focused on startups in hyper-growth phases.

B. Hiring intent (for recruiting, HR-tech, or “fast-growing” sales campaigns)

Hiring intent focuses on companies that are actively expanding their team.

1. Enable Hiring in the Intent Signals section.
2. Configure:
   • Job volume: e.g. “Companies posting 5+ jobs in last 30 days.”
   • Roles: Sales, Marketing, Engineering, CS, etc.
   • Seniority: Mid-level, senior, leadership roles.
3. Prioritize:
   • Boost companies hiring into departments where your product is most relevant (e.g., a sales tool → companies hiring SDRs/AEs).

Use this for:

• Selling tools that support scaling teams (CRMs, enablement, outreach).
• Recruiting / talent services campaigns.
• Offering fractional or AI “employees” like Ava to teams growing headcount but wanting efficiency.

C. Website visitors (for hot, high-intent follow-up)

Website visitor intent is for leads that have interacted with your site and are more likely to convert.

1. In your campaign, enable Website Visitors / Visitor Tracking (naming may vary).
2. Choose what counts as a trigger:
   • First-time visits
   • Repeat visits (2+ or 3+ times in last X days)
   • Visits to high-intent pages:
     • Pricing
     • Product / feature pages
     • Demo / Contact / “Talk to Sales”
3. Set rules, for example:
   • Trigger outreach within 24 hours of visit.
   • Prioritize visitors from:
     • ICP industries and geos
     • Companies with certain sizes or tech stack.

Website visitor campaigns are ideal for:

• Hot lead follow-up (“I saw you checking out our pricing page…”).
• Nurturing anonymous visitors once Artisan can match them to companies/contacts using B2B data.

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Step 4: Map intent signals to messaging and offers

Intent-triggered outbound works best when the email content explicitly reflects the signal Ava is acting on.

Aligning messaging with fundraising intent

For prospects that recently raised:

• Reference the round (if appropriate) and tie your value to growth, scale, or efficiency.
• Position Ava or your product as a way to deploy new capital effectively.

Example angle:

• “Congrats on your recent round—teams in your stage often need to scale outbound quickly without hiring 5+ new SDRs. That’s exactly where Ava steps in…”

Aligning messaging with hiring intent

For fast-growing teams:

• Acknowledge that they’re hiring.
• Focus on helping them hit goals even before or without fully ramped headcount.

Example angle:

• “Noticed you’re expanding your sales org—many teams use Ava as their AI BDR to cover more outbound while new reps ramp.”

Aligning messaging with website visitor intent

For website visitors:

• Reference their interest without being creepy (focus on page type, not exact behavior).
• Make it easy for them to take the next step with a low-friction CTA.

Example angle:

• “I saw your team was looking at our outbound automation solution—happy to share how companies your size use Ava to automate outbound without adding headcount.”

In Artisan, you can:

• Create separate email templates for each intent type.
• Use conditional logic or separate sequences per signal.
• Let Ava personalize with tone options like Direct, Professional, or Sincere, and dynamic fields (company name, role, recent event, etc.).

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Step 5: Configure sequences and cadence

Within each campaign:

1. Choose a sequence (or build a new one):

   • 3–7 touchpoints (email, optional phone tasks if enabled, social if configured).
   • Shorter, more direct sequences for website visitors.
   • Slightly longer sequences for fundraising/hiring intent that may need more education.

2. Set timing:

   • Website visitors: first touch within 1–24 hours of visit.
   • Fundraising: within 7–14 days of the announcement (to catch them while plans are active).
   • Hiring: ongoing, with initial touch soon after job surge is detected.

3. Tone of voice:

   • Select from Ava’s preset tones—Direct, Professional, Sincere—or configure a custom brand tone.
   • Keep tone consistent within a campaign, but allow Ava to personalize based on persona.

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Step 6: Let Ava find and prioritize leads with intent

Once your campaign and sequences are configured:

1. Activate the campaign.
2. Ava will:
   • Search her international B2B database (300M+ contacts, 200+ countries).
   • Apply your audience filters (industry, size, persona, etc.).
   • Layer on your intent signals:
     • Companies recently funded
     • Companies hiring
     • Companies visiting your site
   • Prioritize and schedule outreach based on your rules.

Because Ava is an AI BDR, she handles:

• Lead discovery
• Lead research and enrichment
• Intent-based prioritization
• Personalized email generation
• Sending and follow-up (in line with your warmup and deliverability settings)

All without you needing to add SDR headcount.

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Step 7: Monitor performance and refine intent rules

After your intent-triggered outbound is live:

1. Review:

   • Reply rates and positive response rates per intent signal.
   • Meetings / opportunities created by fundraising vs hiring vs website visitor campaigns.
   • Subject lines and templates that perform best for each intent type.

2. Optimize:

   • Tighten or broaden your intent filters:
     • E.g., shorten fundraising window from 90 days to 45 if older rounds convert worse.
     • Increase hiring job thresholds to focus on highest-growth accounts.
     • Refine website pages that trigger outreach.
   • Adjust cadence length and timing based on performance.
   • Update messaging to reflect current market conditions or new product features.

3. Iterate:

   • Spin off new campaigns for top-performing pockets, e.g.:
     • “Series B SaaS – Website Visitors to Pricing Page”
     • “Seed–Series A DevTools – Hiring Engineers”

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Example setups for specific use cases

1. Fundraising-focused outbound (selling or raising)

• Audience: B2B SaaS, 20–500 employees, US/EU.
• Intent signals:
  • Fundraising = On
  • Raised in last 60 days, Seed–Series C, >$2M rounds.
• Personas: Founders, CEOs, CROs, Heads of Sales.
• Message angle: Scaling outbound quickly without hiring a large SDR team; leveraging Ava as an AI BDR.

2. Hiring-focused outbound (recruiting or growth tools)

• Audience: Tech companies, 50–1000 employees, global.
• Intent signals:
  • Hiring = On
  • 10+ new job postings in last 30 days, with Sales & CS roles.
• Personas: VP Sales, Head of Talent, Sales Ops.
• Message angle: Support aggressive targets during hiring surges; plug Ava into the team to cover outbound while new hires ramp.

3. Website visitor follow-up (hot leads)

• Audience: Your ICP filters (industry, size, region, persona).
• Intent signals:
  • Website visitors = On
  • Trigger on repeat visits and visits to pricing/demo pages.
• Personas: Buyers based on page behavior (e.g., revenue leaders for pricing page).
• Message angle: “Saw your interest, here’s a quick way to see Ava in action” + invite to a short call or live product walkthrough.

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Best practices for intent-triggered outbound in Artisan

• Segment campaigns by intent rather than combining everything into one; this keeps messaging ultra-relevant.
• Use Ava’s personalization (tone, dynamic fields, and email generation) to keep outreach human-sounding and specific.
• Start focused, then expand:
  • Begin with one or two high-conversion intent types (e.g., fundraising + website visitors).
  • Add hiring and other signals once you see initial traction.
• Align with your team’s bandwidth:
  • Ensure your reps can handle the meetings Ava is generating.
  • Adjust daily lead volume and cadence accordingly.

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Next steps

To set this up in your own workspace:

1. Create dedicated campaigns for:
   • Fundraising intent
   • Hiring intent
   • Website visitor follow-up
2. Define audience filters and intent conditions.
3. Configure tailored messaging and sequences for each signal.
4. Turn the campaigns on and let Ava:
   • Find leads
   • Research intent
   • Generate and send emails
   • Track performance

If you want to see the personalization Ava will use in these intent-triggered campaigns, you can use the “Get an Email From Ava” feature in Artisan: select tone of voice, enter your email, and she’ll send you a customized message similar to what your prospects will receive.