Intent Signal Targeting
Generate and warm net-new demand
Sales Stage
Pre-Sales
Difficulty
Intermediate
Impact
Medium
Channels
Overview
Firmographics and technographics help identify which companies are your potential customers. Intent data lets you know which companies are actively searching for a solution like yours. Intent data casts a broad net across the internet to gather top-of-funnel signals about the issues, solutions, technologies, and vendors that potential buyers research before buying. This early visibility on developing opportunities gives your sales teams a head start on the competition. You can select intent topics related to your business and monitor when a specific account, or set of accounts, conducts high-level, potential-purchase research. When relevant prospects show buying intent, you can target them with messaging tailored to their specific search, buyer persona, industry needs, etc. You may want to implement this play multiple times and pair specific messaging with each group of intent topics.
Key Features
Data Types
Triggers
- Identify companies within your ICP (ideal customer profile) surging on specific intent topics with a particular signal score and audience strength
Actions
- Discover a set number of ZoomInfo contacts which meet your contact filters
- Export
- Send records to your business system (CRM, MAT, SEP, CSV)
- Assign to a User
- Then enroll in a Campaign (optional)
Default Natural Language Configuration
When intent signals are identified for select topic(s) with a signal score between 60-100 and an audience strength between 1-5 are identified for any company then discover up to 20 ZoomInfo contacts which select criteria then export to select system as record type and select campaign and assign to select user
Standard Operating Procedure
1. Configure Intent Signal Monitoring
- Select relevant intent topics for your business
- Set signal score threshold (e.g., 60-100)
- Define audience strength range (e.g., 1-5)
2. Establish Target Criteria
- Define Ideal Customer Profile (ICP)
- Set contact filters (e.g., management level, department)
3. Automated Lead Discovery
- Monitor for companies meeting intent criteria
- Trigger ZoomInfo contact discovery process
4. Contact Export and Routing
- Export discovered contacts to chosen business system
- Assign leads to appropriate sales team members
5. Campaign Enrollment
- Create intent-specific email campaigns
- Automatically enroll contacts in relevant campaigns
6. Multi-Channel Engagement
- Implement outreach across various channels (email, phone, ads, etc.)
- Tailor messaging to specific intent signals
7. Performance Tracking
- Monitor engagement metrics across channels
- Track conversion rates from intent signals to sales
8. Continuous Optimization
- Regularly review and refine intent topics and thresholds
- Adjust targeting criteria based on performance data
9. Sales Team Alignment
- Educate sales team on intent data significance
- Provide guidance on tailoring outreach to specific intent signals
Yield Model
Yield in $ Formula
Potential Yield = (TAV * SR * ER * CR / 10^6) * ADSKey Drivers
Driver Definitions
Signal Relevance (SR) This metric assesses how closely the identified intent signals match the product or service offerings - a higher SR indicates that the intent signals are more accurately aligned with the offering.
Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts.
Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy.
Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited.
Target Account Volume (TAV) This is the total number of target accounts that are identified for this strategy.
AI Agent Prompt Template
I. Prompt Instructions - Overview
This email targets prospects within the Buying Committee at companies showing strong buying intent signals. The goal is to engage these high-potential contacts with personalized outreach based on their specific intent topics and behaviors.
II. Information Included
The email will include personalized information between <context></context> for proper dynamic insertion:
- Intent Data: Details about the specific intent topics, signal score, and audience strength.
- Company Information: Insight into the prospect's company, including identified pain points and behavior from engagement history.
- Signals & Behavior: Details on the account's engagement history and other recent intent signals.
- Account History: Includes documented CRM account history along with a complete history of conversation data recorded via Chorus Conversational Intelligence.
- Contact Information: A group of five contacts across the buying committee, including the contact's role, persona information, and other details to personalize the email.
- Content Library: Relevant content, such as upcoming webinars, whitepapers, or downloadable content that can be included as part of the follow-up.
- Messaging: A comprehensive messaging library that addresses persona-specific and segment-specific pain points, delivering tailored content that aligns with the account's segment and the contact's role.
- Copilot AI Account Summary: A summary that merges ZoomInfo data, customer CRM data, email communications, and call recordings, offering a clear overview of the account's pain points and strategic goals, along with actionable next steps.
III. Email Structure
<email> <subject>{{Personalized Subject Line based on Intent Topic}}</subject> <body> <p>Hi {{Contact.FirstName}},</p> <p>I noticed {{CompanyName}} has been researching {{IntentData.Topic}} recently. As {{Sender.Title}} at {{Sender.Company}}, I'd like to share some insights that might be valuable for your exploration in this area.</p> <p>Given your interest in {{IntentData.Topic}}, I thought you might find our {{ContentLibrary.RelevantResource}} particularly useful. It addresses key challenges such as {{CompanyInformation.IdentifiedPainPoint}} that companies in {{CompanyInformation.Industry}} often face.</p> <p>I'd love to schedule a brief call to discuss how we've helped organizations similar to {{CompanyName}} optimize their approach to {{IntentData.Topic}}. Would you be open to a 15-minute conversation next week?</p> <p>Best regards,</p> <p>{{Sender.Name}}</p> <p>{{Sender.Title}}, {{Sender.Company}}</p> <p>{{Sender.ContactDetails}}</p> </body> </email>IV. Context
<context> <Intent Data> **`{{Intent Data}}`** </Intent Data> --- <Company Information> **`{{Company Information}}`** </Company Information> --- <Signals & Behavior> **`{{Signals & Behavior}}`** </Signals & Behavior> --- <Account History> **`{{Account History}}`** </Account History> --- <Contact Information> **`{{Contact Information}}`** </Contact Information> --- <Content Library> **`{{Content Library}}`** </Content Library> --- <Messaging> `{{Messaging}}` </Messaging> --- <Copilot AI Account Summary> **`{{Copilot AI Account Summary}}`** </Copilot AI Account Summary> </context>V. Optimizations
- Subject Line Personalization: E.g., "{{Contact.FirstName}}, Let's Discuss Your Interest in {{IntentData.Topic}}"
- Engaging Opening: Immediately acknowledge the prospect's recent research activity to capture their attention.
- Value-Driven Content: Offer relevant resources that directly address the prospect's identified interests and pain points.
- Call to Action: Propose a specific next step (15-minute call) to encourage engagement.
- Polished Close: Keep the tone professional yet approachable, emphasizing your expertise and willingness to help.
Merge Tokens Used
{{Personalized.SubjectLine}}{{Contact.FirstName}}{{CompanyName}}{{IntentData.Topic}}{{Sender.Title}}{{Sender.Company}}{{ContentLibrary.Resource}}{{CompanyInformation.PainPoint}}{{Company.Industry}}{{Sender.Name}}{{Sender.ContactDetails}}Play Description for LLM
<play> **PLAY NAME** Intent Signal Targeting --- **🔁 Triggers** - Identify companies within your ICP (ideal customer profile) surging on specific intent topics with a particular signal score and audience strength --- **⚡️ Actions** - Discover a set number of ZoomInfo contacts which meet your contact filters - Export - Send records to your business system (CRM, MAT, SEP, CSV) - Assign to a User - Then enroll in a Campaign (optional) --- **✅ Goal / Problem to Solve** ✅ Cold / New Leads --- **➡️ Channels** ✉️ Email, 💬 Text, 📪 Mail, 📅 Events, 📢 Ads, 🖥 Chat, 📞 Phone --- **✏️ Summary** Firmographics and technographics help identify which companies are your potential customers. Intent data lets you know which companies are actively searching for a solution like yours. Intent data casts a broad net across the internet to gather top-of-funnel signals about the issues, solutions, technologies, and vendors that potential buyers research before buying. This early visibility on developing opportunities gives your sales teams a head start on the competition. You can select intent topics related to your business and monitor when a specific account, or set of accounts, conducts high-level, potential-purchase research. When relevant prospects show buying intent, you can target them with messaging tailored to their specific search, buyer persona, industry needs, etc. You may want to implement this play multiple times and pair specific messaging with each group of intent topics. --- **✏️ Default Natural Language** When intent signals are identified for **select topic(s)** with a **signal score between 60-100** and an **audience strength between 1-5** are identified for **any company** then discover **up to 20** ZoomInfo contacts which **select criteria** then export to **select system** as **record type** and **select campaign** and assign to **select user** --- **Explainer-Video-Script** Want to know when companies are searching for solutions like yours in real time? The intent signals play will do just that and help you win deals. Let’s break it down. You’ve got intent signals coming in every which way. Cut those down to the topics you care about most, filter by strength above a certain threshold, and define the types of companies you want to sell to. Now you’ve got a list of high-intent accounts for the topics you care about most. Export those to your CRM and be notified as soon as there’s a spike in intent. Now you’re targeting high-intent accounts you care about most with a well-tailored message as quickly as possible. --- **🏷Features)** Signals: Intent, ABM Audiences --- **🏷️ZoomInfo Data Types)** Intent, Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟦 - Intermediate --- **🧪Standard Operating Procedure (SOP)** ## 1. Configure Intent Signal Monitoring - Select relevant intent topics for your business - Set signal score threshold (e.g., 60-100) - Define audience strength range (e.g., 1-5) ## 2. Establish Target Criteria - Define Ideal Customer Profile (ICP) - Set contact filters (e.g., management level, department) ## 3. Automated Lead Discovery - Monitor for companies meeting intent criteria - Trigger ZoomInfo contact discovery process ## 4. Contact Export and Routing - Export discovered contacts to chosen business system - Assign leads to appropriate sales team members ## 5. Campaign Enrollment - Create intent-specific email campaigns - Automatically enroll contacts in relevant campaigns ## 6. Multi-Channel Engagement - Implement outreach across various channels (email, phone, ads, etc.) - Tailor messaging to specific intent signals ## 7. Performance Tracking - Monitor engagement metrics across channels - Track conversion rates from intent signals to sales ## 8. Continuous Optimization - Regularly review and refine intent topics and thresholds - Adjust targeting criteria based on performance data ## 9. Sales Team Alignment - Educate sales team on intent data significance - Provide guidance on tailoring outreach to specific intent signals --- **🪙 RAG Inputs Used (Broad)** Intent Data, Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, IntentData.Topic, Sender.Title, Sender.Company, ContentLibrary.Resource, CompanyInformation.PainPoint, Company.Industry, Sender.Name, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (TAV * SR * ER * CR / 10^6) * ADS --- **🟨 Yield Key Drivers** Signal Relevance (SR), Engagement Rate (ER), Conversion Rate (CR), Average Deal Size (ADS), Target Account Volume (TAV) --- **🟨 Yield Driver Definitions** Signal Relevance (SR) This metric assesses how closely the identified intent signals match the product or service offerings - a higher SR indicates that the intent signals are more accurately aligned with the offering. Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Target Account Volume (TAV) This is the total number of target accounts that are identified for this strategy. --- </play>