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Intempt

Pqa Account Engagement To Ae Task

When multiple users from the same account engage with the product in a short window — PQA signal — create an AE deal-creation task with the account's full engagement picture, because account-level signals are stronger than single-user signals.

WorkflowsB2BSaaSAdvanced4 steps4 outputs
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What it does

Use when a user mentions "PQA detection", "product-qualified account", "multi-user account engagement", or asks for related help. When multiple users from the same account engage with the product in a short window — PQA signal — create an AE deal-creation task with the account's full engagement picture, because account-level signals are stronger than single-user signals.

You get

Attribute

AI-Derived Attribute produced by this recipe.

Segment

Segment produced by this recipe.

Workflow

Workflow produced by this recipe.

Dashboard

Dashboard produced by this recipe.

How it works

1

Compute Account Engagement Score

create_ai_attribute

Create an AI-derived attribute

Produces:Attribute
2

Identify PQA Accounts

Create Segment

Build a segment

Produces:Segment
3

Build PQA Detection Workflow

Create Workflow

Create a workflow firing when pqa_score crosses 70. Step sequence: (1) refresh account enrichment (firmographics, technographics, decision-maker contacts via Apollo/ZoomInfo if connected); (2) compute account context summary: active user count, key features used per user, decision-makers identified, employee count, ICP fit; (3) create a high-priority AE task to create a deal record and start outreach, with the full account context pre-attached; (4) notify AE manager and assigned AE via Slack with a one-paragraph summary and link to the account record. Only fire for ICP-matched accounts.

Produces:Workflow
4

Build PQA Conversion Dashboard

Build Dashboard

Compose a PQA dashboard tracking: PQA detection volume (accounts crossing threshold per month), AE response time (median time from PQA-flag to deal_created), PQA-to-deal conversion rate, PQA-to-meeting rate, ARR-weighted PQA value (deals from PQAs vs. non-PQA outbound). Compare PQA-sourced deals vs. cold-outbound-sourced deals on win-rate and cycle time — usually PQAs win 2-3x more reliably.

Produces:Dashboard

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Pqa Account Engagement To Ae Task | Intempt Recipe