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Outreach on a funding round

Catches an account raising money, refreshes who works there now, drafts a congratulations with a budget angle, and asks the AE to act within a day.

Authored by Intempt Technologies

Recipe curators

Agentic workflow

Coming soon

8 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Watch for funding news

    Coming soon

    Blu builds a step

  2. 2

    Accept the funding event

    Coming soon

    Blu builds a step

  3. 3

    Match it to an account

    Coming soon

    Blu builds a step

  4. 4

    Refresh who works there now

    Coming soon

    Blu builds a step

  5. 5

    Draft the congratulations

    Coming soon

    Blu builds a step

  6. 6

    Put it on an AE within a day

    Coming soon

    Blu builds a step

  7. 7

    Announce it to the team

    Coming soon

    Blu builds a step

  8. 8

    Publish and measure the lift

    Coming soon

    Blu builds a step

About this recipe

When to use it

A funding event means new budget and often new decision-makers, and it's a narrow window. This detects the raise, finds the newly-empowered buyers, and drafts outreach before the window closes.

What it delivers

When an account in your CRM raises new funding, enriches the account, identifies newly-empowered decision-makers, AI-drafts a congratulatory outreach with a budget angle, and creates an AE task. Signal-qualified prospecting like this converts 4-7x higher than cold outreach.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Catches an account raising money, refreshes who works there now, drafts a congratulations with a budget angle, and asks the AE to act within a day.”

recipe.md preview

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

    How the recipe runs

    Blu follows the steps in order and shows you each one before anything goes live.

    1. 01Watch for funding newsCreate a workflow 'Funding-event-triggered outreach' triggered by webhook from a signal provider (Crunchbase, PitchBook, or scraped TechCrunch RSS) OR by a scheduled scrape of funding news for target-account domains. Goal: be among the first to reach out post-funding when budget is fresh and growth-investment mood is high.
    2. 02Accept the funding eventThis step builds a workflow. Configure the webhook trigger to receive funding-event payloads from external sources. Expected payload: company_domain, round_type (seed/A/B/C/etc), amount_raised, investors, announcement_date. Validate payload schema; reject malformed events. Use the result of "Watch for funding news".
    3. 03Match it to an accountThis step builds a workflow. Configure find-records step that matches the funding-event company_domain to an existing Account in the CRM. If match exists, proceed with that account (existing pipeline / customer / prospect). If no match, create a new Account record with the funding context attached so SDR/AE knows where this came from. Use the result of "Watch for funding news", "Accept the funding event".
    4. 04Refresh who works there nowThis step builds a workflow. Re-enrich the account post-funding, funding rounds frequently coincide with new exec hires, expanded headcount, new initiatives. Pull latest decision-makers, team size, recent hires. Funding announcements often trigger immediate org changes; the account data on file is now stale. Use the result of "Watch for funding news", "Match it to an account".
    5. 05Draft the congratulationsThis step builds a workflow. Configure AI write step that drafts a personalized outreach email/message referencing the specific funding event ('Congrats on the Series B, your investors include [name], which suggests focus on [inference about strategy]'), then connecting to a relevant value hypothesis ('Teams raising at this stage typically face X challenge (we help with that'), then a soft meeting CTA. Draft saved to the AE task; never auto-sent) funding events deserve human review before reaching out. Use the result of "Watch for funding news", "Refresh who works there now".
    6. 06Put it on an AE within a dayThis step builds a workflow. Configure task creation: assign to the right AE (territory rules, account ownership, or round-robin if unassigned). Task priority: HIGH (funding signals decay fast: within 14 days is golden). Task body: structured brief with funding context, refreshed account data, AI-drafted outreach, suggested meeting times. SLA: AE outreach within 24 hours of funding announcement. Use the result of "Watch for funding news", "Refresh who works there now", "Draft the congratulations".
    7. 07Announce it to the teamThis step builds a workflow. Configure Slack step posting to the #sales-signals channel: '🚀 [Account] raised [amount] [round]. Assigned to [AE name]. Outreach SLA: 24hr.' Includes link to the task and account record. Surfaces the signal velocity for the team: funding events visible to everyone create healthy competitive urgency. Use the result of "Watch for funding news", "Put it on an AE within a day".
    8. 08Publish and measure the liftThis step builds a workflow. Validate and publish. Monitor: AE response SLA, funding-event-to-meeting-booked rate, funding-event-to-deal-closed rate. The benchmark to beat: 4-7x higher conversion vs. unsignaled cold outreach (per Landbase research). Use the result of "Watch for funding news", "Announce it to the team".

    Install Intempt and run it

    1. 1

      Sign up

      Create a free Intempt workspace.

    2. 2

      Connect your data

      Add the sources this recipe reads from.

    3. 3

      Ask Blu

      Type /funding-event-triggered-outreach in Blu once this recipe is live there.

    4. 4

      Review and approve

      Blu builds each step and waits for your OK before anything goes live.

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