What it does
When a self-serve signup comes from an enterprise-tier domain (Fortune 500, target-account list, or ICP-matching domain), immediately creates an AE task with full account enrichment.
You get
instant AE routing on enterprise-domain signups
skipping the standard funnel
How it works
Build Enterprise Tier Attribute
create_ai_attributeCreate an AI-derived attribute 'account_tier' on the Account object. Computed at signup from email domain. Output: enterprise / mid-market / smb / consumer (generic email). Logic: cross-reference against (a) target-account list, (b) employee-count enrichment if available (1000+ = enterprise, 100-1000 = mid-market), (c) public-company indicator, (d) ICP industry match. Generic email domains (gmail, outlook) → tier: consumer (likely not a buyer).
Identify Enterprise Signups
Create SegmentBuild a segment 'Enterprise signups - last 30 days' capturing accounts where account_tier = enterprise AND the account was created in last 30 days AND no AE has been assigned. Used for both the workflow audit and post-hoc analysis of enterprise-lead conversion.
Build Enterprise Detection Workflow
Create WorkflowCreate a workflow firing on user_signed_up. Step sequence: (1) compute account_tier from the email domain; (2) if tier = enterprise or mid-market: immediately enrich (firmographics, decision-makers, tech stack); (3) check whether the account is already in the CRM or part of target-account list; (4) create an enterprise-tier AE task with priority HIGH, assigned by territory + named-account rules (preserving any pre-assigned account owner); (5) post a high-visibility Slack alert to #enterprise-alerts with account context, decision-maker contacts, and current product activity; (6) suppress this user from the standard self-serve nurture journey (different motion for enterprise — sales-led, not marketing-led).
Build Enterprise Lead Dashboard
Build DashboardCompose an enterprise-lead dashboard: enterprise signup volume per week, AE response time (target: <2hr business hours), enterprise-signup-to-meeting conversion, enterprise-signup-to-deal conversion (typically takes 60+ days), enterprise pipeline value sourced this way (separate from outbound), and account-tier mix (enterprise / mid-market / smb / consumer) of all signups so leadership can see ICP attraction trends.
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