Workflow Guides

Show me my top 10 WhiteWhale accounts by score that have had
a signal fire in the last 7 days. For each one, show me the
account name, score, and the Why Now summary.

For [COMPANY NAME], search Apollo for the following people:
- VP Sales, CRO, or Head of Revenue
- VP Marketing or Head of Demand Gen
- Head of RevOps or Sales Operations

Only include people based in the United States. Grab their emails and phone numbers.

Using the WhiteWhale Why Now summary for [COMPANY] and the
contact details you just found, write a 3-step outbound sequence
for [CONTACT NAME], [TITLE]:

Step 1: LinkedIn connection request (under 300 characters)
Step 2: Email (use the I noticed / I bet / here's how we help
/ lead magnet framework)
Step 3: Follow-up email 3 days later (short, reference the
first email)

We sell [YOUR PRODUCT] that helps companies [YOUR VALUE PROP].
Use the specific signals — don't be generic.

Create these contacts in Apollo and add them to the
[SEQUENCE NAME] sequence using my [EMAIL ACCOUNT] sending account.

Connect to WhiteWhale and pull the full account details for
[COMPANY DOMAIN]. Show me:
- The Why Now summary
- All active signals with their sources and dates
- The account score

Create a one-page PDF or document for [COMPANY NAME] with the
following sections:

HEADER:
- Our logo [attach or describe your logo/brand colors]
- Title: "How [YOUR COMPANY] Can Help [COMPANY NAME]"
- Date

SECTION 1 — What We Noticed
Summarize the 2-3 most relevant signals in plain English.
Don't list them — tell the story of what's happening at the
company right now.

SECTION 2 — What This Usually Means
Based on those signals, describe the problems they're likely
facing. Be specific. Reference their industry and situation.

SECTION 3 — How We Help
Describe our product and how it specifically addresses the
problems above. Include 1-2 relevant customer proof points
if I provide them.

SECTION 4 — Suggested Next Step
A single, low-friction CTA. Example: "We built this brief
specifically for your team. Happy to walk through it in
15 minutes — here's my calendar link."

FORMATTING:
- Use [BRAND COLOR] as the accent color
- Clean, modern layout
- No more than one page
- Professional tone, not salesy

Update the "How We Help" section to emphasize [SPECIFIC FEATURE]
and add this customer proof point: [PASTE CASE STUDY OR STAT]

WhiteWhale signal fires
    → Webhook sends payload to HubSpot workflow
    → HubSpot creates a task on the matching company
    → Task assigned to the account owner with signal context
    → Rep sees task in their HubSpot queue

Connect to WhiteWhale and pull my top 5 accounts by score
that have had a signal fire in the last 3 days.

For each account, format a brief like this:

**[Company Name]** (Score: [X])
Why Now: [1-2 sentence summary]
Signal: [Most recent signal name] — [date]

Then post this to the #sales-signals Slack channel with the
header "🐋 Morning Signal Brief — [Today's Date]"