Templates

Growth Teams Guide

Growth teams use Rightbrain Tasks to automate lead qualification, personalisation, and conversion workflows. Below are ready-to-use task templates with configuration details.

ICP Scoring

Purpose: Evaluate companies against ideal customer profile criteria

Inputs:

  • Company name or domain
  • Company data (employee count, industry, revenue)
  • Your ICP criteria document

Task Instructions:

Score {company_name} against our ICP criteria. Evaluate firmographic fit, 
technographic signals, and market positioning based on {company_data} and 
{icp_criteria}. Return a score (0-100) with reasoning for each criterion.

Outputs:

  • ICP fit score (0-100)
  • Scoring breakdown by criterion
  • Qualification recommendation

Integration: Trigger on new lead creation, update CRM score field

Intent Analysis

Purpose: Identify buying signals from engagement patterns

Inputs:

  • Recent engagement history
  • Interaction timestamps
  • Account context

Task Instructions:

Analyse {engagement_history} for {prospect_name} to identify buying intent 
signals. Look for patterns indicating research phase, solution comparison, 
or purchase readiness based on {interaction_timestamps} and 
{account_context}. Classify intent level and recommend next action.

Outputs:

  • Intent level (High/Medium/Low)
  • Key signals identified
  • Recommended next action

Integration: Weekly batch or real-time on significant engagement

Data Enrichment

Purpose: Enhance lead records with company intelligence

Inputs:

  • Company domain or LinkedIn URL
  • Basic contact information

Task Instructions:

Research {company_domain} and enrich the lead record for {contact_name}. 
Find: recent news, funding announcements, technology stack, key initiatives, 
and potential pain points relevant to our solution.

Outputs:

  • Company overview and developments
  • Technology stack insights
  • Recommended talking points

Integration: On new lead creation or before sales handoff

Resources

Explore API Docs

Complete API reference for task execution

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