Analytics
Let your best customers tell you who to target next.
This workflow analyzes your best customers — their firmographics, technology stack, and deal characteristics — to identify patterns that define your ideal customer profile and sharpen your targeting.
Workflow Steps
How this workflow runs
Trigger: Quarterly schedule or manual
System TriggerRun quarterly or after closing a batch of new customers.
Best customer identification
Revenue Intelligence DashboardRevenue Intelligence Dashboard identifies your highest-LTV, fastest-converting customers from Stripe and HubSpot.
Customer enrichment
Inbound Lead ResearcherInbound Lead Researcher enriches each customer with firmographic and technographic data.
Pattern analysis
Market Research AnalystMarket Research Analyst identifies common patterns across your best customers.
ICP document generation
Market Research AnalystAn updated ICP document is generated with specific targeting criteria.
Delivery
System OutputThe updated ICP is delivered to sales and marketing leadership and stored in the knowledge base.
Triggers
What starts this workflow
Quarterly schedule
Manual trigger
Outputs
What you get when it runs
Updated ICP document in Notion
Best customer pattern analysis
Targeting criteria for sales and marketing
Slack summary to leadership