> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.rightbrain.ai/v-1/docs/templates/growth/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.rightbrain.ai/_mcp/server.

# Templates for Growth

> Task templates for lead qualification, personalisation, and conversion optimization

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

#### Lead Qualification

#### 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_url} against our ICP criteria. Evaluate firmographic fit, 
technographic signals, and market positioning based on our {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

**Try it now**

#### Intent Analysis

**Purpose:** Identify buying signals from engagement patterns

**Inputs:**

* Recent engagement history
* Interaction timestamps
* Account context

**Task Instructions:**

```
Analyse {engagement_history} to identify buying intent 
signals. Look for patterns indicating research phase, solution comparison, 
or purchase readiness based. 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

**Try it now**

#### Data Enrichment

**Purpose:** Enhance lead records with company intelligence

**Inputs:**

* Company domain or LinkedIn URL
* Basic contact information

**Task Instructions:**

```
Research {company} and extract key account level data. 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

Try it now

#### Personalisation

#### Email Composer

**Purpose:** Create personalised outreach messages tailored to prospect context

**Inputs:**

* Prospect name, title, company
* Company research
* Your product value proposition
* Email template guidelines

**Task Instructions:**

```
Write a personalised cold email to {job_title}. 
Use {company_research} to reference their recent developments and connect to specific pain points that {value_proposition} addresses. 
```

**Outputs:**

* Tailored email

**Integration:** After lead qualification, queue in email sequencer

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#### Landing Page Outlines

**Purpose:** Build dedicated landing pages based on your homepage

**Inputs:**

* Target persona for landing pages
* Your company homepage url

**Task Instructions:**

```
Create a compelling, conversion-focused landing page tailored to a specific target {persona} by adapting and refining content from an existing {homepage_url}.
```

**Outputs:**

* Persona optimised landing page

**Integration:** Manual or enabled in existing assistant

Try it now

#### Analytics & Testing

#### Feedback Analysis

**Purpose:** Extract themes, sentiment, and insights from customer feedback

**Inputs:**

* Survey responses or feedback text
* NPS scores (if available)
* Customer segment information

**Task Instructions:**

```
Analyse {survey_responses}. Identify common themes, sentiment patterns, and actionable insights. Group by positive/negative feedback and prioritise by frequency and impact.
```

**Outputs:**

* Top themes by frequency
* Sentiment breakdown
* Prioritised action items

**Integration:** Weekly batch or after survey completion

Try it now

## Resources

#### [Explore API Docs](/api-reference/api-reference/tasks/tasks/list-tasks)

Complete API reference for task execution

#### [Create Tasks](/docs/quickstart/create-a-task)

Create and configure a Task over the API

#### [Product feature patterns](/docs/patterns/features)

Place Tasks and agents inside a product experience

> Build reliable AI agents that run inside your existing tools and workflows. Rightbrain developer documentation.